Michael Morrell is a financial advisor with LPL Financial in Maryville, Tennessee, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked with Linsco Private Ledger since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and extensive due diligence.

Blake Mayo is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022, following three years at UBS Financial Services. Mayo also has a background that includes work at the University of Tennessee and involvement with Mayo Garden Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on fiduciary responsibility and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Bryan Powell is a CFP® professional with 15 years of experience at MassMutual Investors Services and its affiliate MassMutual Life Insurance Company. He serves as Director of Planning and owner of Capital Planning Resource Group, LLC, a fee-based financial planning firm, and is president of Powell Ventures, LLC, which holds a partnership interest in that group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and serves a wide range of client needs including high-net-worth and event-driven planning.

John Tucker is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Travel 2 Give, LLC, a travel services company. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

William Rehnberg is a financial advisor at Morgan Stanley in Knoxville, TN, holding Series 65 and Series 63 registrations with five years of industry experience. He has previously worked with CCS Transactions, LLC and Chartwell Financial Advisory, Inc., and was employed at the University of St. Thomas for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Randall Tisdale is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

Matthew Valenti is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015, working in the Knoxville, TN office. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Rosen is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James & Associates since 2012. Rosen serves as president of a nonprofit advisory board and holds board positions with the BBYO Fund for the Future and the East Tennessee Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and is noted for its municipal advisory services and affiliated research resources.

Jake Mckinnie is a CFP®-designated financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Knoxville, TN. His prior experience includes roles at Cetera, Regions Bank, and Thrivent Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Smedley is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation. He has recent experience at Northwestern Mutual, Aon, and The North Face, and has been affiliated with Belmont University since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Gregory Sexton is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2013, including at Morgan Stanley Private Bank, National Association since 2015. Sexton serves as a trustee of two investment-related trusts in Germantown, TN. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, serving a broad range of clients with both retail and institutional solutions.

Charles Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Grove Point Advisors, LLC and has been affiliated with Cornerstone Wealth Advisors since 2009. Outside of his advisory role, Matthews coaches softball and fitness at the Christian Academy of Knoxville and Daytona Beach Christian. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Rainbolt is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and 17 years of experience within the firm. She has an additional interest in wholesale wellness products, involving a small part-time activity outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in their investment approach.

Briana Sprunger is a Series 66-licensed financial advisor at Edward Jones in Oak Ridge, Tennessee, with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Coffey is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments, James worked as an Associate Wealth Management Advisor at TIAA from 2016 to 2020. His experience in these roles reflects a focus on financial planning and wealth management.

Jeffrey Marzolf is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 2004. Marzolf serves as a trustee and trust protector for family-related trusts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Franklin Denton is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 33 years of industry experience. His prior work includes 24 years at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Co. In addition to his advisory role, he is involved in life and health insurance sales and assists customers with sales of life policies to a life settlement company. 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 ongoing financial planning and asset management, using firm-approved analytical tools and providing event-driven planning services such as estate settlement and employer-sponsored programs.

Robert Labout is a financial advisor with Ameriprise in Knoxville, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at LPL Financial, Tennessee Valley Asset Management Adviser Partners, and Transamerica Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Christian Corral is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 2014. He holds the Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.