Daniel Deck is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as a minister and works part-time as a service dog trainer. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Paul Ragone is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Woodbury Financial Services for 21 years before joining OSAIC in 2024. Ragone holds Series 63 and Series 65 designations. Outside of his advisory role, he is president of Integrity Wealth Services, a sole proprietorship focused on non-securities life insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that span multiple asset classes.

Thomas Pfeifer Jr. is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

William Hotzfield is a financial advisor with Fidelity in Knoxville, TN, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in construction and home repair, and he currently operates a handyman business as a partner. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction.

Stephen Elam is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Gloria Wilson is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. In addition to her advisory role, she owns an engineering project management business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services supported by various investment tools and third-party platforms.

Jonathan Love is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and deliver model portfolios.

Jackson Wiegold is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his advisory role, his work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a nationwide network of more than 23,700 financial advisors.

Olivia Cordell is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in education roles with Monroe County Schools and Sweetwater City Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Riley Alexander is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Riley has accumulated experience within Fidelity in various positions including Planning Consultant (2023-2025), Relationship Manager (2022-2023), and Workplace Planning Consultant (2021-2022). Riley's professional approach involves understanding each client's unique circumstances to guide them through the financial planning process with an emphasis on transparency, education, and efficient problem-solving. Their commitment is to ensure clients fully comprehend the support and services Fidelity offers, enabling informed financial decisions. Outside of work, Riley has interests in family activities, football, golf, pets, soccer, and traveling.

Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Hunter Nicholson is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2024 and has progressed through roles including Financial Representative and Relationship Manager before his current role. In his work, Hunter focuses on understanding each client's individual story, motivations, concerns, and goals to create personalized and adaptable financial strategies. Hunter's experience spans several years within Fidelity Investments, where he has developed expertise in financial planning and client relationship management. His approach emphasizes building strategies that align with what matters most to his clients. Outside of his professional role, Hunter enjoys activities such as camping, fitness, golf, hiking, spending time with pets, and traveling.

William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amanda De Bord is a Series 66-licensed financial advisor with Edward Jones, based in Lenoir City, TN. She has 11 years of industry experience and has been with Edward Jones since 2014. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Jennifer Laverghetta is a financial advisor at Edward Jones in Lenoir City, Tennessee, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

Betsy Herzog is a financial advisor with Edward Jones in Knoxville, TN, holding the ChFC® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Mason Bercaw is a financial advisor with LPL Financial based in Lenoir City, TN. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Edward Jones and the Knox County Sheriff's Office. Outside of advising, he is also active as a licensed REALTOR®. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, with access to diversified investment strategies and model portfolios.

Laura Mollenhour is a financial advisor at Edward Jones in Farragut, TN, with 12 years of industry experience. She holds a Series 66 designation and 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.