Mitchell Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Keyence Corporation and serves in the Mississippi Air National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

William Crowe is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Raymond James Financial Services, Truist Bank, and Edward Jones. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bill Hankins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he assists clients in working towards their financial goals by serving as a trusted partner throughout the financial planning process. His approach combines financial data analysis with in-depth discussions of clients' personal circumstances to tailor strategies that align with their definitions of success. Prior to joining Fidelity Investments, Bill gained experience as a Financial Advisor at several firms, including Office of Supervisory Jurisdiction Securities Service Network, Inc. from 2000 to 2010, CitiStreet Equities from 1999 to 2000, and American Express Financial Advisors from 1998 to 1999. He holds a California Insurance License, supporting his expertise in financial planning and insurance products. Outside of his professional work, Bill engages in family activities and maintains an active lifestyle through fitness, hiking, and running. He also participates in volunteering activities.

Kassidi Hooper is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, following roles in health services and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Ashley Herron is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. 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, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendy Schopp is a financial advisor with Edward Jones in Farragut, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she owns and manages commercial rental properties. 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 and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

Joseph Moore is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at LPL from 2012 to 2019 before joining Cambridge in 2019. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of portfolio management approaches and platform arrangements.

Jordan Ramsey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Audi Knoxville for four years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Cynthia Harless is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Susan Aragon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008, including a brief role at the US Census Bureau in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

William Lawson is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 39 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, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services supported by a nationwide adviser network.

Curtis Montgomery is a Financial Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he held positions including Investment Consultant and Planning Consultant within the same firm. He has accumulated experience through various roles at Fidelity Investments since 2020, progressing from Customer Relationship Advocate to Financial Representative, and then to Relationship Manager. Montgomery's approach focuses on partnering with clients to understand their unique investment stories and to assist them in making informed and confident decisions regarding their wealth. He emphasizes listening closely to clients' needs, priorities, and concerns to co-create personalized strategies aimed at supporting successful and fulfilling retirements. Outside of his professional responsibilities, Curtis enjoys family activities, football, golf, movies, parenthood, and traveling.

Kenneth Supman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Westlands Condo Association in Knoxville, TN. 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, and municipal entities, offering financial planning and consulting services with a range of portfolio management options.

Ben Campbell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 designation. Outside of his advisory role, he manages rental properties in Loudon, Tennessee. 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 under management and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gabriel Beeler is a CFP® professional at Raymond James & Associates with seven years of industry experience. He previously worked at Reliant Wealth Planning and was self-employed before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

William Stuart is a financial advisor with Primerica Advisors in Maryville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he is involved with Steamboat Ski & Resort Corp., where he has had a role since 1978. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and operates an exclusively percentage-based, tiered wrap fee structure.

Jay Morris is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, serving in various roles including Relationship Manager, Financial Representative, and Central Relationship Manager. His professional focus is on working with individuals, families, business owners, and organizations to create customized, holistic financial plans. Jay emphasizes building strong relationships and sound planning to help clients pursue their goals and feel confident in managing life's uncertainties. His approach centers on earning clients' trust to serve as their primary financial advisor. Outside of his professional work, Jay enjoys family activities, exploring food, football, parenthood, reading, and volunteering.

Roger Renfro is a Series 66 credentialed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 24 years of industry experience. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Hunter Rock is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2018. His professional experience also includes work as a Financial Advisor at Merrill Lynch from 2014 to 2017 and as a Retirement Plan Consultant at The Meltzer Group from 2009 to 2014. Hunter focuses on gaining a comprehensive understanding of his clients and their families to develop customized financial strategies. He leverages Fidelity's resources and technology to create effective plans tailored to the various aspects of his clients' financial lives. Outside of his professional work, Hunter has personal interests that include cars, family activities, fishing, football, golf, and snowboarding.