Andrew King is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including a decade at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is the sole owner of SAR Resources, LLC, a non-financial services business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual collaborative planning engagements using firm-approved tools to analyze client goals and deliver written recommendations.

John Miller Jr. is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2004. Outside of his advisory work, he is involved in screenplay writing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment solutions and related financial services.

Gabriel Beeler is a CFP® professional at Raymond James & Associates with seven years of industry experience. He previously worked at Reliant Wealth Planning and was self-employed before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Hampton Peters is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and other diverse positions outside finance, such as with Silver Screen Bottling Company and Old City Athletic Club. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and planning tools but generally does not provide individual security recommendations as part of standalone plans.

Jessi Schaefer is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Schaefer served 20 years in the United States Air Force and provided non-investment financial planning services through Money Wellness, LLC. She and her husband also rent out a portion of their home to long-term tenants. 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 services under a fiduciary standard through a nationwide network of over 23,000 financial advisors.

Jason Mooney is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2021 and has over 20 years of experience at Regions Bank. In addition to his advisory role, he is involved in customer service and lending activities at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

William Stuart is a financial advisor with Primerica Advisors in Maryville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he is involved with Steamboat Ski & Resort Corp., where he has had a role since 1978. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and operates an exclusively percentage-based, tiered wrap fee structure.

Jay Morris is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, serving in various roles including Relationship Manager, Financial Representative, and Central Relationship Manager. His professional focus is on working with individuals, families, business owners, and organizations to create customized, holistic financial plans. Jay emphasizes building strong relationships and sound planning to help clients pursue their goals and feel confident in managing life's uncertainties. His approach centers on earning clients' trust to serve as their primary financial advisor. Outside of his professional work, Jay enjoys family activities, exploring food, football, parenthood, reading, and volunteering.

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.

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.

Roger Renfro is a Series 66 credentialed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 24 years of industry experience. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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.

Daniel Macdonald is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience and has previously worked at Trustfirst, Inc. and Greensview Wealth Management. He is also licensed in Tennessee to sell variable annuities and life insurance through Trustfirst, Inc. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services. The firm utilizes proprietary asset-allocation tools and supports a variety of investment products and third-party platforms for portfolio management.

Scott Bye is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Co., Inc. for seven years. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nicholas Chase is a financial advisor with Merrill in Knoxville, TN, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, New York Life, and Regions Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephen Baker is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for over 30 years before joining Mass Mutual. In addition to his advisory role, he operates as an independent insurance agent selling life insurance part-time from his residence. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Hunter Rock is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2018. His professional experience also includes work as a Financial Advisor at Merrill Lynch from 2014 to 2017 and as a Retirement Plan Consultant at The Meltzer Group from 2009 to 2014. Hunter focuses on gaining a comprehensive understanding of his clients and their families to develop customized financial strategies. He leverages Fidelity's resources and technology to create effective plans tailored to the various aspects of his clients' financial lives. Outside of his professional work, Hunter has personal interests that include cars, family activities, fishing, football, golf, and snowboarding.

Robert Hester is a financial advisor at Raymond James & Associates in Knoxville, TN, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is a 50% owner of a rental property in Knoxville, which he manages through a property management firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, leveraging a variety of portfolio management styles and affiliated research.