Mark Wetherby is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ace Hardware, VJH Concierge Financial Planning, the Y-12 National Security Complex, and served 21 years in the United States Army. Outside of advising, he operates a Tennessee Notary Public business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managers.

Michael Alford is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience in automotive sales as well as service in the United States Marine Corps. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

Matthew Harper is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2002. Harper operates under his own firms, Harper Financial Group and Burckhard Financial Group, which provide services related to New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored advice through multiple programs, emphasizing primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Grace Mead is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies, Grace worked at Edward Jones and JPMorgan. She serves as Vice-Chair of the Child Advocacy Center of Anderson County, providing support for its board and committees focused on services for abused children. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, including non-discretionary asset management and retirement plan consulting.

Richard Albright is a financial advisor at Empower Advisory Group with 38 years of industry experience. His prior roles include positions at GWFS Equities, Scottrade, Inc., Cetera, Cetera Investment Services LLC, and Regions Bank. He holds Series 63 and Series 65 designations. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Tony Campadonico is a financial advisor at Fifth Third Securities, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Truist Financial from 2015 to 2023. Outside of his advisory role, he works as a personal food delivery driver for Uber Eats. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank.

Thomas Benavides is a financial advisor with First Command Advisory Services in Knoxville, TN, holding a Series 66 license and five years of industry experience. Prior to his current role, he served in the U.S. Army and Texas Army National Guard. Outside of advisory work, he is a rafting guide for Chattahoochee Rafting Company. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Sherlock is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2019, following four years at Valic Financial Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by AI-enabled research tools and integrated inter-affiliate resources, to deliver its manager-selection and fiduciary support programs.

David Berman is a financial advisor with Commonwealth Financial Network in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He is also the president and owner of Comprehensive Wealth Solutions, LLC, through which he conducts securities, advisory, and fixed insurance sales. He has been with Commonwealth and Comprehensive Wealth Solutions since 2010. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Todd Redd is a CFP® with 30 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes nearly a decade with Cetera Advisor Networks and Sageview Private Client Group. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

Joseph Schulok is a financial advisor at Mariner in Knoxville, TN, holding a Series 65 credential. He has no prior industry experience and joined Mariner in 2026 after roles at Frazier Financial Advisors and Tricord Wealth Advisors. Schulok also worked with the Forest Hills Swim Club and has been a full-time student at The Ohio State University. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with specialized services such as tax integration and financial wellness platforms.

Erik Dickinson is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Hilti, Inc. for 12 years. Outside of his advisory work, he serves as a basketball referee for the Tennessee Secondary School Athletic Association (TSSAA). Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers various advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Wesley Nunley is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously worked in advertising, recruiting, and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kyle Baisley is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 66 designation and bringing 10 years of industry experience. In addition to his advisory role since 2020, he practices law as an attorney at Long, Ragsdale & Waters, P.C. and his own firm, Kyle A. Baisley, Attorney at Law. He also serves as a Reserve Deputy and Reserve Unit Legal Counsel for the Knox County Sheriff's Office. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning, with a focus on assets held in Ameriprise Managed Accounts.

Robert Bowman is a financial advisor at Raymond James & Associates holding a Series 66 designation. He joined the firm in 2026 and has prior experience including roles at the University of Tennessee, Vulcan Materials Company, Cellular Sales, and the United States House of Representatives. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base ranging from individuals to institutional and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Vincent Bonanno Jr. is a CFP® with 25 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Ic Advisory Services Inc and The Investment Center Inc. He also operates Planning Matters LLC, which serves as his business entity for his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, incorporating both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Katharina Snyder is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has held several roles including Financial Representative and Relationship Manager prior to her current position. Before joining Fidelity, she worked as a Client Relationship Manager at Axiom Wealth Management from 2022 to 2023 and as a Financial Relationship Consultant at Regions Bank from 2019 to 2022. Her professional experience spans client relationship management and financial planning, with a focus on providing personalized guidance and thoughtful planning. Katharina emphasizes building trust by listening and translating complex financial information into clear advice, supporting clients as their financial situations evolve.

Craig Fowler is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2019. Outside of advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary model strategies, with documented controls for conflicts of interest related to affiliated strategies.

William Silvan is a CFP® with 36 years of industry experience. He is currently with Cetera and has previously worked at Fiduciary Trust and Avantax Advisory Services, among others. In addition to his advisory work, he owns a tax preparation and consulting business and serves as treasurer of a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and consulting services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

Thierry Sommer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. Before joining LPL Financial in 2025, he worked for 18 years at Next Financial Group Inc. He is also involved in a non-variable insurance business, Thierry V. Sommer & Assoc., which he operates alongside his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and portfolio management options.