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 at firms including Grove Point Investments, H. Beck, Inc., and Landoak Securities. Graber also maintains a non-variable insurance brokerage business that he has operated since 1983. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a variety of advisory programs and financial planning services supported by research and multiple management approaches.

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.

Jamie Martin is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and 13 years of industry experience. His work history includes roles at Blake & Pendleton, Armorock, LLC, Generation Green Recycling, Vallen Distribution, and IDG Compressor. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports accounts through custody and trade execution partnerships, overseeing approximately $15.5 billion in assets under management.

Darcy King is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and possessing two years of industry experience. Prior to joining LPL Financial and Financial Partners of TN in 2024, King worked in legal and dental fields and has experience with AXA Advisors. Outside of financial advising, King owns a small business called King's Fruity Fusion. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research, and provides both discretionary and non-discretionary portfolio management options.

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, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked with FTB Advisors, Inc. and First Tennessee Brokerage over the past two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Jacob Dotson is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously had roles at the University of Colorado and New England College. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Brian Duncan is a financial advisor at Osaic with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in Integrity Wealth, a sole proprietorship focused on insurance sales, financial planning, and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with multiple platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Randy Myers is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has prior experience at Ftb Advisors, Inc. and First Tennessee Brokerage, where he worked for 13 and 19 years respectively. Myers is based in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Chelsia Satterfield is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at The Tombras Group from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Robert Steele is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996 and is also involved with Avenger Logistics. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on tiered wrap fees and independent due diligence.

Joseph Frost is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Frost serves as a basketball coach at Seymour High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Thompson is a Financial Consultant currently with Fidelity Investments, where he has been employed since 2014. His roles at Fidelity include Financial Representative, Relationship Manager, Investment Consultant, Planning Consultant, and Financial Consultant. Prior to joining Fidelity Investments, Andrew worked as a Financial Representative at Northwestern Mutual in 2014. Andrew's experience encompasses various aspects of financial planning and investment consulting. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice tailored to clients' needs. Outside of his professional career, Andrew is engaged in activities such as biking, golf, running, swimming, and family activities, reflecting his interests in both personal fitness and family life.