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Amanda D

Series 66

Lenoir City, TN

Edward Jones

Amanda De Bord is a Series 66-licensed financial advisor with Edward Jones, based in Lenoir City, TN. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alexander M

Series 66

Maryville, TN

Cetera

Alexander Minge is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at firms including LPL Financial, ORNL Federal Credit Union, and Odyssey Investment Advisors, where he also serves as president. Outside of finance, he is a co-owner of Continental Coffee Company, overseeing green coffee purchases and roasting profiles, and works as a social media personality focusing on photography and athletics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supported by over 10,000 advisors and assets under management exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jennifer L

Series 66

Lenoir City, TN

Edward Jones

Jennifer Laverghetta is a financial advisor at Edward Jones in Lenoir City, Tennessee, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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John S

Series 66

Alcoa, TN

Cetera

John Stamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2015 and has a concurrent role at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mason B

Series 66

Lenoir City, TN

LPL Financial

Mason Bercaw is a financial advisor with LPL Financial based in Lenoir City, TN. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Edward Jones and the Knox County Sheriff's Office. Outside of advising, he is also active as a licensed REALTOR®. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, with access to diversified investment strategies and model portfolios.

College savings (529s, UTMA, etc.)
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Stephen K

Series 63, Series 66

Loudon, TN

Cetera

Stephen Kerutis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has worked at several firms, including LPL Financial LLC and Truist Advisory Services, before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and corporate clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and manager platforms, with over $256 billion in assets under management and a substantial client base.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Georgia W

Series 65, Series 66

Maryville, TN

Ameriprise

Georgia White is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ernest C

Series 63, Series 65

Friendsville, TN

STIFEL

Ernest Coffindaffer is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns and operates a hay production farm in Bridgeport, West Virginia. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Julie P

Series 66

Alcoa, TN

Edward Jones

Julie Puryear is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for 16 years at My Family Dentistry. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Financial Professional Doctor or Medical Professional
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Adriel M

Series 66

Maryville, TN

LPL Financial

Adriel McCord is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has previously worked at FTB Advisors, Inc. since 2013 and currently serves as Vice President and Relationship Manager at First Horizon Bank. Outside of finance, he owns a mobile DJ service and sits on the board of the Tellico Reservoir Development Agency, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management alongside model portfolios and cutting-edge research.

College savings (529s, UTMA, etc.)
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Kassidi H

Series 66

Vonore, TN

Edward Jones

Kassidi Hooper is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, following roles in health services and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

General estate planning guidance Retired Founder/Business Owner Executive
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Susan B

Series 63, Series 65

Alcoa, TN

Ameriprise

Susan Bryant is a financial advisor with Ameriprise in Lenoir City, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts within its advisory solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Farrell S

Series 66

Maryville, TN

Edward Jones

Farrell Scott is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, holding four years of experience at the firm and a total of six years in the industry. Prior to his financial advisory career, he managed shifts and large catering orders at Brenz Pizza Company in Knoxville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies Retired Founder/Business Owner Executive
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David R

Series 65, Series 63

Maryville, TN

LPL Financial

David Reynolds is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has 27 years of industry experience, including long-term roles at First Tennessee Brokerage, Inc. and 1 St Tn Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Ben C

CFP®, Series 66

Loudon, TN

Edward Jones

Ben Campbell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 designation. Outside of his advisory role, he manages rental properties in Loudon, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tammy B

Series 66

Maryville, TN

Edward Jones

Tammy Bradberry is a financial advisor at Edward Jones in Maryville, TN. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked with the YWCA Knoxville & the Tennessee Valley and the Fayette County Council for Domestic Violence, also known as Promise Place. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jackson T

Series 63, Series 66

Maryville, TN

Fisher Investments

Jackson Turner is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Edward Jones, TD Ameritrade Investment Management, and Scottrade. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies, including tax-aware processes and defensive tactics.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Bradley S

Series 63, Series 65

Maryville, TN

LPL Financial

Bradley Stafford is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has a history with FTB Advisors, Inc. and First Tennessee Brokerage Inc, where he has been active for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Timothy T

Series 66

Maryville, TN

Edward Jones

Timothy Tubbs is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at TIAA, Cetera Investment Advisers LLC, Regions Bank, and Ameriprise Financial Services, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Multi-generational wealth transfer General retirement planning Military & Veterans Educators, Teachers, and Academics
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Anna M

Series 66

Maryville, TN

LPL Financial

Anna Mc Cready is a financial advisor with LPL Financial and holds the Series 66 designation. She has recent experience at several financial institutions, including Home Federal Bank and First Horizon Advisors. Her background also includes roles outside traditional finance, such as work at Solomons Daycare Center and Bryan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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