Andrew Thompson is a Financial Consultant currently with Fidelity Investments, where he has been employed since 2014. His roles at Fidelity include Financial Representative, Relationship Manager, Investment Consultant, Planning Consultant, and Financial Consultant. Prior to joining Fidelity Investments, Andrew worked as a Financial Representative at Northwestern Mutual in 2014. Andrew's experience encompasses various aspects of financial planning and investment consulting. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice tailored to clients' needs. Outside of his professional career, Andrew is engaged in activities such as biking, golf, running, swimming, and family activities, reflecting his interests in both personal fitness and family life.

Michael Hollenbach is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has prior experience at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. He offers investment products and services through LPL Financial using the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by institutional research and model portfolios.

Matthew Fairclough is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. He is also a co-owner of a real estate venture outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery methods and advanced modeling tools.

Laura Osgood is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, bringing 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she volunteers with the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized retirement-income consulting team.

Adam Burnett is a financial professional with 29 years of industry experience, currently serving at Cetera. His prior firms include Robert Baird & Co., Hilliard Lyons, and SunTrust Advisory Services. He is also involved with Millennium Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Stanton Jacobs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

David Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and various Workplace Planning Consultant roles. Prior to joining Fidelity, he worked as a Financial Services Officer at State Employees Credit Union from 2018 to 2021. David focuses on partnering with individuals and families to understand their needs and preferences, aiming to co-create holistic financial plans. His approach involves uncovering what is important to clients and providing support to implement plans aligned with their goals. Outside of his professional work, David's personal interests include boating, fitness, football, parenthood, and pets.

Katherine Tracey is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS in 2020, she worked at Blount Memorial Hospital and Covenant Health. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research and data-analytics to tailor investment strategies.

Leigh Harrison is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. Harrison has 20 years of industry experience, including a long tenure at First Tennessee Bank since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Roger Dolan is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2023, previously serving as a Financial Representative and Relationship Manager. Prior to joining Fidelity, he was an Account Executive at BHG Financial in 2022. In his current role, Roger works closely with clients to develop financial plans tailored to their needs during their working years and into retirement. He emphasizes understanding client concerns and building long-term relationships with clients and their families. Roger leverages both his experience and Fidelity's resources to support various investment strategies. Outside of his professional responsibilities, Roger has interests in baseball, cars, fishing, football, golf, and pets.

Daniel Griffey is a financial advisor with Raymond James Financial holding a Series 66 designation and 12 years of industry experience. He previously worked at Wealthcare Advisory Partners LLC and LPL Financial for nine years, and Wells Fargo Clearing for four years. Griffey founded Wealthcare Advisory Partners, LLC, an independent investment advisory firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Robert Sheppard is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles in financial services, mortgage lending, and insurance sales, alongside ownership of a cattle-raising operation. He is involved in multiple business activities, including mortgage origination and insurance. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm delivers model-based investment strategies primarily managed by third-party asset managers and supports account custody and trade execution with established financial institutions.

Shannon Orban is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for Animale Sanctuary, which rescues and rehomes abused, neglected, and abandoned animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning services both directly and through corporate agreements.

Scott Farmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kimberly Redfern is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with 7 years of industry experience. She has been with Morgan Stanley since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Derek McCubbins is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving in various positions including Investment Consultant, Investment Solutions Representative I, Stock Plan Consultant, High Net Worth Associate I, and Customer Relationship Advocate. Prior to joining Fidelity, Derek worked as a Producer at Family First Life and as an Agent at Mass Mutual in 2019. Derek's professional experience spans a range of financial consulting and investment roles. His approach involves helping clients create financial plans tailored to their most important goals, utilizing Fidelity's resources to support their financial journeys. Outside of his professional life, Derek enjoys boating, bowling, golf, outdoor adventures, and skiing.

John Wilson is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Wilson is an author working on a new book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research options.

Anthony Jones is a CFP® with 25 years of experience in the financial industry. He is currently with Ameriprise Financial Services, LLC and previously worked for LPL Financial, LLC. He also serves as Vice President and committee member at Mountain Commerce Bank, where he has been active for more than 19 years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Robert Wallace is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.

Hunter Ferry is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and various positions outside finance, such as at Uber and Alexander Bullitts Winery and Brewery. Hunter is based in Knoxville, Tennessee. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and alternative investments.