Anna Mc Cready is a financial advisor with LPL Financial, holding a Series 66 designation and currently at the start of her advisory career. Her prior experience includes roles at First Horizon Advisors, Home Federal Bank, and Enrichment Federal Credit Union. She also has background in education from Bryan College and experience outside finance with AMEWAS, Inc and Solomons Daycare Center. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Skylar Thompson is a financial advisor at J.P. Morgan Securities with three years of industry experience. Thompson holds a Series 66 designation and has worked at firms including LPL Financial and Community Bank Systems Inc. Outside of financial services, Thompson has experience working with municipal and educational organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Oliver Stephens is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at First Horizon Bank and spent nine years with Hudson Group. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Robert Sheets is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Sheets Financial Group, and Lincoln Financial Securities Corporation. Outside of advising, he is involved in real estate ventures, including ownership and leadership roles in real estate partnerships. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Ashley Martin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in its investment approach.

Gary Parker is a financial advisor with LPL Financial in Maryville, TN, holding a Series 63 designation and 30 years of industry experience. He has worked at First Tennessee Brokerage, Inc. since 1997 and briefly at Ftb Advisors, Inc. in 2013 before joining 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christina Phillips is a financial advisor with Edward Jones in Alcoa, TN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages rental properties in Maryville, TN. 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 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.

Thomas Unger is a CFP® professional at Edward Jones with six years of industry experience. He previously worked at Price Waterhouse Coopers and Sogeti USA (Capgemini). Outside of his advisory role, he coaches youth lacrosse for players aged 10 to 12 in the Knoxville area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Samuel Nash is a CFP® professional with nine years of experience in the financial services industry. He is currently with OSAIC and has previously worked at BDL Advisors, FSC Securities, Browne, Draper, Land Financial Concepts, and Edward Jones. He is also the owner of BDL Advisors, LLC and an insurance agency, providing securities and insurance products to clients. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance analysis, and automated rebalancing.

Shara White is a CFP® and ChFC® with eight years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Maryville, 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 through a broad network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hannah Brock is a financial advisor with LPL Financial in Maryville, TN, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2025 and previously worked at FTB Advisors, Inc. for 12 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Johnson is a financial advisor with Edward Jones in Pigeon Forge, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with the Emerald Youth Foundation for three years and has held roles with the Atlanta Braves, Tennessee Athletics Media Relations, and several other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Murray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, Inc. He is also actively engaged in retirement consulting and investment services. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Katelyn Houston is a financial advisor at Edward Jones in Maryville, TN, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked as a freelance graphic designer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Ashley Anderson is a financial advisor with LPL Financial in Maryville, Tennessee, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment advice delivered primarily through its network of investment adviser representatives.

Michael Hollenbach is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at First Tennessee Brokerage, Inc., Wells Fargo Clearing, and Ftb Advisors, Inc. Hollenbach operates out of Maryville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Leigh Harrison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, Harrison worked at First Tennessee Bank for over two decades. 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 financial planning, investment management, and institutional platforms with a broad range of strategies and utilizes technology tools to support advisors.

Catherine Mc Conkey is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2007. Outside of advising, she operates a retail home party business dealing in kitchen tools and sundries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement-income planning through written recommendation reports and ongoing advice, focusing on dependable income and tax-aware withdrawal strategies.

Daniel Mccarthy Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license. He has 35 years of industry experience, having worked with Mass Mutual since 1990. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships.

Michael Morrell is a financial advisor with LPL Financial in Maryville, TN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes tenure at Linsco Private Ledger and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.