William Smedley is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation. He has recent experience at Northwestern Mutual, Aon, and The North Face, and has been affiliated with Belmont University since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Gregory Sexton is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2013, including at Morgan Stanley Private Bank, National Association since 2015. Sexton serves as a trustee of two investment-related trusts in Germantown, TN. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, serving a broad range of clients with both retail and institutional solutions.

Jennifer Rainbolt is a financial advisor with LPL Financial based in Knoxville, TN. She holds a Series 66 designation and has over 17 years of experience with LPL Financial. Outside of her advisory role, she is involved in a wholesale wellness products business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Thomas Christensen is a CFP®-certified financial advisor with over 31 years of industry experience. He currently works with OSAIC and has prior experience at Sagemark Consulting and Lincoln Financial Advisors Corporation. Christensen also provides financial plan modeling and plan text writing support to other advisors at OSAIC. OSAIC serves a wide range of retail and institutional clients through its large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Briana Sprunger is a Series 66-licensed financial advisor at Edward Jones in Oak Ridge, Tennessee, with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Mickey Johnson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He advises business owners, entrepreneurs, executives, and their families on critical decisions related to managing, preserving, and transferring significant wealth. His expertise includes long-term wealth strategy, cash-flow projections and modeling, estate structuring, and pre- and post-liquidity event planning, along with offering access to customized lending through Bank of America, N.A. Mickey has been a financial advisor since 2001 and completed the rigorous training and accreditation within Merrill to serve clients of substantial means. He holds a B.A. in Logistics and Transportation and a B.S. in Agricultural Economics and Finance from the University of Tennessee Knoxville. He is a CERTIFIED FINANCIAL PLANNER® certificant and a Certified Exit Planning Advisor (CEPA), and he has received advanced training from the Money, Meaning and Choices Institute in facilitating family meetings and values retreats for ultra-high-net-worth families. In addition to his professional work, Mickey is active in the Knoxville community. He serves on the board of the Boys & Girls Clubs of the Tennessee Valley and is involved with the Knoxville Estate Planning Council. He has also contributed as a committee member for the East Tennessee Children’s Hospital and the Historic Tennessee Theatre and has served as a trustee for the Episcopal School of Knoxville. Mickey lives in Knoxville with his wife and two children.

James Morgan is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at First Tennessee since 2006 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research models and technology tools.

Jeffrey Marzolf is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 2004. Marzolf serves as a trustee and trust protector for family-related trusts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Franklin Denton is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 33 years of industry experience. His prior work includes 24 years at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Co. In addition to his advisory role, he is involved in life and health insurance sales and assists customers with sales of life policies to a life settlement company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management, using firm-approved analytical tools and providing event-driven planning services such as estate settlement and employer-sponsored programs.

Robert Labout is a financial advisor at Ameriprise with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. His prior roles include positions at LPL Financial, Tennessee Valley Asset Management Adviser Partners, and Transamerica Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Troy Gentry is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Edward Jones and Knox Wealth Partners Advisory. In addition to his advisory work, he serves as a delegated health insurance agent selling senior products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various strategies and advisor-facing tools, while maintaining significant scale across advisory and non-advisory financial activities.

Gregory Zanolli is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo entities since 2001. Zanolli is based in Knoxville, TN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support its investment approach.

Susan Cromwell is a CFP® professional with 27 years of experience in the financial industry. She has worked at LPL Financial since 2018, following prior roles at Logix FCU, Invest Financial Corporation, and Concourse Financial Group Securities, Inc. She holds Series 63 and Series 66 licenses and is based in Knoxville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Mary Lyne is a financial advisor at Edward Jones in Powell, TN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she worked at AdaptHealth Patient Care Solutions and McKesson Patient Care Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emily Williams is a financial advisor at Wells Fargo Clearing with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, she was involved with the Boys & Girls Clubs of Dumplin Valley, Oak Ridge, and the Tennessee Valley from 2016 to 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a broad range of financial products and services.

Stephen Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes roles at J.J.B. Hilliard, W.L. Lyons LLC and Citigroup Global Markets. Outside of his advisory work, he owns and rents out farmland and a residential property in Powell, Tennessee. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax-management, and unified fee arrangements, supported by internal research and investment tools, and manages approximately $394 billion in regulatory assets.