Michael Lemarbre is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James & Associates and Clayton Bank and Trust. He serves on the investment committee for The Friends of the Knox County Library and is a board member of the Knox County Parks & Recreation Advisory Board. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy development, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Graber is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has previously worked with firms including Grove Point Investments, H. Beck, and Landoak Securities. Graber also operates a financial planning service that has been active since 1983. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Lawrence Henderson is a Series 66-licensed financial advisor with Edward Jones in Knoxville, TN, where he has worked since 2009. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Cindy Barnes is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Barnes previously worked at Washington National/PMA USA, Private Advisor Group, LLC, LPL Financial, and Mullins Wealth Management before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households with varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment options, supported by a nationwide network of over 23,700 financial advisors.

Phillip Furlong is a Series 66-licensed financial advisor with over 11 years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. He has previously held roles at Cetera and Regions Bank. Outside of his advisory work, he serves on the board and finance committee of the Volunteer Ministry Center, a nonprofit organization in Knoxville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored advisory solutions using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.

Jamie Martin is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at Blake & Pendleton, Armorock, LLC, and Primerica Financial Services, as well as involvement with Generation Green Recycling and Vallen Distribution. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers services through a large network of advisors and offices.

Darcy King is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, King worked at the Wimberly Lawson Law Firm and French Creek Dental. Outside of financial advising, King owns a business called King's Fruity Fusion. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandon Scarbro is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate agreements.

Arlis Steel is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has served in the US Naval Reserves since 2014. Outside of his advisory role, he co-owns a vacation home occasionally rented to supplement its cost. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

William Karnes is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has previously worked with First Tennessee Brokerage for 20 years, as well as brief tenures at Ftb Advisors, Inc. and Truist Investment Services, INC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Jacob Dotson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to his advisory role, he held positions at the University of Colorado, New England College, and Rocky Hill Parks and Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs that include tailored financial planning. The firm’s approach emphasizes structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Brian Duncan is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in insurance and annuity sales through his sole proprietorship, Integrity Wealth. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio construction tools and third-party money manager access.

Randy Myers is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at First Tennessee Brokerage and Truist Investment Services. 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 financial planning and investment services including wrap and model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors and oversight of extensive discretionary assets.

Michael Morgan is a financial advisor with Edward Jones in Seymour, TN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is an owner of an overnight rental property in Knoxville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

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.

Darin Patterson Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include 17 years at FTB Advisors and two years at LPL Financial. He is also associated with FirstBank in Knoxville, TN, where he works as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Ogle III is a financial advisor with Equitable Advisors in Knoxville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and Elavon, Inc. He is also an active organist at Central Baptist Bearden Church and serves as a member-at-large on the board of the Knoxville chapter of the American Guild of Organists. Equitable Advisors serves individual, corporate, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary solutions, and serves clients ranging from non-high-net-worth individuals to pension and profit-sharing plans.

Joseph Frost is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at Raymond James Financial and Edward Jones. Outside of his advisory work, Frost serves as a basketball coach at Seymour High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and uses a combination of model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research functions.

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.