Roger Kiefer is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Kiefer serves as Treasurer on the Board of Directors for the Northshore Hills Homeowners Association in Knoxville, TN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Benjamin Johnson is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill since 2015. Outside of his advisory role, he is a 25% owner of Forest Park Partnership, a for-profit commercial office building partnership in Knoxville, Tennessee, where he has no day-to-day responsibilities. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, through managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital markets platform.

Hassan Fawaz is a CFP® professional with 28 years of experience in the financial services industry, currently affiliated with LPL Financial since 2009. Based in Knoxville, TN, he also sells fixed annuities and various insurance products. Fawaz holds a Series 63 license and has been involved in other business activities including serving as a notary and operating a financial services DBA in Tennessee. 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, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jennifer Dickey is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations and has seven years of industry experience. She worked at PL Marketing for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Lauren Levy is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license, with six years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and LPL Financial LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved analytical tools and focusing on collaborative, ongoing client relationships.

Derek Keeton is a financial advisor with Ameriprise in Clinton, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Keeton serves on the board of Scott Appalachian Industries and is a youth administrator at White Rock Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lincoln Sills is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, and Nylife Securities LLC. 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, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

David Roessner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cetera and affiliated entities since 2016. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets and more than 10,000 advisors across multiple program structures.

Christopher King is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. King is also involved in other financial services activities, including insurance sales and operations under Financial Marketplace, Inc. and Millennium Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers, supporting discretionary and non-discretionary strategies across multiple program structures.

Christine Neuefeind is a financial advisor with Edward Jones in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at 21st Mortgage Corporation and involvement with organizations such as Goodness To Go and the Traveling Music Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Jonathan Murray is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at CUNA Mutual Group and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Riley is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial in 2023. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Gregory Tilley is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as Secretary of the Rotary Club of Farragut. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

B Crews Brooks is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 16 years and Visionary Horizons, LLC for one year. He is based in Knoxville, TN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services supported by research from Wells Fargo Investment Institute and third-party analytics.

Michael Newman is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Good Samaritan Society - Fairfield Glade and Caris HealthCare. 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 strategies, with a large nationwide network of financial advisors and branch offices.

Jonathan Houghton is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2000. Outside of advising, he is involved in the sale of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

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.

Garrett Beeson is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors focused on delivering a financial planning experience to clients and the community. Prior to his current role, Garrett served as Vice President Regional Planning Consultant at Fidelity Investments from 2023 to 2026. His experience with Fidelity Investments spans from 2015, starting as a Financial Representative, and progressing through roles including Financial Consultant and Relationship Manager. Garrett's professional background is concentrated within Fidelity Investments, where he has developed expertise in financial planning and advisory services. No additional information on his education, credentials, or personal interests has been provided.

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.