Ronnie Rochelle is a CFP® professional with 34 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a Knox County Commissioner and is involved in website design and fixed insurance sales. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Caleigh Herring is a Series 66-licensed financial advisor with Fidelity in Knoxville, TN, and has two years of industry experience. Her prior roles include positions at UT-Battelle and the University of Tennessee - Knoxville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers portfolio management, fund advisory, and model portfolios designed for intermediary platforms, with distinctive activities including commodity pool operation and advisory roles to registered investment companies.

Matt Hickey is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to helping clients make confident, well-informed financial decisions by gaining a deep understanding of their unique situations, priorities, and goals. Matt works closely with clients to design personalized strategies tailored specifically to their needs, focusing on building, managing, and preserving wealth over time. Prior to his current role, Matt held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Investor Center Intern. This range of experience has provided him with a comprehensive understanding of investment consulting and financial planning. Outside of his professional activities, Matt enjoys camping and hiking.

Christina Beals is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. Beals also holds a sales supervision principal position with Advisor Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to construct and manage portfolios.

Rachel Rosenbaum is a Series 66-credentialed financial advisor with UBS Financial Services, based in Knoxville, TN, and has been with the firm since 2024. Her prior experience includes roles at Chick-fil-A and the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Edward Jones is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. Prior to that, he was with Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other activities, he serves as a principal and agent at an independent insurance agency and holds board positions with the Rotary Club of Farragut and its foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client needs.

Jayme Bailey is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Knoxville, TN, where he has worked for 26 years. He is part of a large institutional firm with extensive experience in private wealth management. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities.

Jonah Stooksbury is a financial advisor with UBS Financial Services in Knoxville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at King Real Estate Services, Inc. and Stooksbury Property Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

William Parrish Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in a separate business buying and selling classic Jeeps. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, deploying a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Roger Williams is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals 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 through its affiliated companies.

Joseph Woodruff is a financial advisor at Ameriprise with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis.

William Mcdavid is a CFP® with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to that, he worked at Edward Jones from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Jenkins is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, Jenkins serves as an assistant middle school basketball coach for the Blount County Board of Education. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions delivered through affiliated entities.

Joel Searfoss is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a director for the Blount County Bee Association, which educates and promotes honey bee raising. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based planning covering various topics such as retirement, tax, and estate planning, while keeping planning services distinct from portfolio management.

James Dugan III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at Thrivent Financial since 2019, as well as previous positions at 21st Mortgage Corporation and independent contract work with the Cleveland Browns and University of Tennessee Football. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Paula Moseley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Touchstone Securities and IFS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Kidwell is a Series 66-credentialed financial advisor with Edward Jones in Knoxville, TN, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Joseph Webb is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has been with Cetera since 2013. Webb is involved in community service as a member of the Rotary Club of Knoxville and serves on the board of Kid's Place at Sequoyah, Inc., an after-school program for elementary school children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Allen is a financial advisor with LPL Financial in Knoxville, TN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2007. Allen operates as a sole proprietor offering life, health, disability income, and long-term care insurance, and also brokers property and casualty insurance through a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joshua Riley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Consolidated Nuclear Security for nine years. He 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 offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.