Natalie England is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Knoxville, TN. She has three years of industry experience, including prior work at Clayton Homes and Vanderbilt Mortgage. Outside of her advisory role, Natalie serves as Cheerleading Commissioner for a local youth sports organization, managing program coordination and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Ousley is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Keeton is a financial advisor with Ameriprise in Clinton, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Keeton serves on the board of Scott Appalachian Industries and is a youth administrator at White Rock Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Newman is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Good Samaritan Society - Fairfield Glade and Caris HealthCare. 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 strategies, with a large nationwide network of financial advisors and branch offices.

David Kirkwood is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis supported by a centralized consulting team to deliver these services, primarily for clients with assets managed within Ameriprise.

Chelsia Satterfield is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at The Tombras Group from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

William Farrell is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with UBS Financial Services since 1995. In addition to his advisory role, Farrell provides business advice to professional athletes through a partnership called Precise Advisory. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, proprietary research, and capital markets expertise.

Adam Johnson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience at Durfee Financial Services, Bob Johnson Insurance, and Home Federal Bank of Tennessee. Adam also worked in education and food service before entering financial advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Timothy Champ is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he served in the Air Force Reserves from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jeremy Cox is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory role, Cox is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, where he serves in an administrative capacity. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm’s approach includes holistic, goal-based planning that can be combined with managed-account programs, while maintaining separate planning and investment management services.

Jake Mckinnie is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Knoxville, TN. His prior experience includes roles at Cetera, Regions Bank, and Thrivent Financial. 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 offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zacherly Sheets is a financial advisor with OSAIC, holding a Series 66 license and 14 years of industry experience, including 14 years at Edward Jones prior to joining OSAIC in 2025. He is involved in several community organizations, serving as President of the Habitat for Humanity Campbell County board, Chairman of the Campbell Enhancement Fund board, Secretary for Campbell County Little League Football, and Assistant District Governor for Rotary International. Sheets also participates as a Chapter Success Coach with Business Networking International in Knoxville. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and third-party solutions.

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.

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.