Cord Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Registered Representative with New York Life Insurance Company from 2021 to 2022. Cord focuses on helping clients establish financial plans tailored to their needs and preferences, emphasizing the importance of building relationships based on trust and respect as the foundation of the financial planning process. His professional background includes roles that involve advising clients on financial matters and developing personalized strategies. Outside of his professional work, Cord has interests in art, movies, music, parenthood, and running.

Carol Biladeau is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cindy Clowers is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves as an officer for CedarBrook Outreach, a charity focused on assisting at-risk families, and is involved in the management of her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

David Brown is a financial advisor with Wells Fargo Advisors in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors since 2018, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

Jonathan Leonard is a CFP® with nine years of industry experience, currently serving at Mass Mutual Investors Services in Knoxville, TN. He has worked with MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Company since 2016. Leonard is also president of Nucleus Knoxville, a nonprofit business and social club where he organizes meetings and schedules speakers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers.

Amanda Grubb is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017 following a one-year tenure at The Oliver Royale. Based in Knoxville, TN, she provides investment advisory services through UBS's extensive platform. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Andy Johnson is a Series 66-licensed financial advisor at UBS Financial Services in Knoxville, TN, with 21 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through its integrated platform.

Ronald White is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1987. His other business activities include part-time referrals of home security and automation products through Primerica client services and compensation from Primerica Mortgage for loan product sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Charles Rollins is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Empire Distributors, Volunteer Pharmacy, and Associated Brands. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Avery Massengill is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was associated with CitiGroup Global Markets Inc starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs using structured planning tools and investment analysis from its Global Investment Committee.

Brian Osgood Jr. is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief and a member of the Board of Directors for the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized retirement-income consulting team.

Christy Lederer is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 license and four years of industry experience. She previously worked at Cetera Investment Advisers and Regions Bank. Lederer serves as president of the Webb School of Knoxville Alumni Association and is a member of its board of directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Sarah Hurley is a financial advisor with Fidelity in Knoxville, TN. She holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Fidelity, she worked at Vanderbilt Mortgage and Finance and Trustco Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Armando Garcia is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. He is based in Knoxville, TN. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Orrico is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at the University of Tennessee Knoxville and Ingles Markets, Inc., as well as operating Cheers at Choto from 2019 to 2023. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Durante is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 1999. Merrill, together 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 various institutional investors.

Ann Schueler is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2009. She operates under the DBA Ann Schueler Financial Services in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing strategic and tactical model approaches supported by research from LPL Research and third-party subadvisors.

Emily Webber is a Series 66-licensed financial advisor with Morgan Stanley in Knoxville, Tennessee, where she has worked since 2015, including ten years at Morgan Stanley Private Bank, N.A. She has ten years of industry experience. Outside of her advisory role, she serves as a board member for a local religious organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning, supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Danny Creswell is a financial advisor with Primerica Advisors in Farragut, Tennessee, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of his advisory work, Creswell has operated Brannon Auto Sales since 1997 and boards horses at his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.