Carol Biladeau is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christina Phillips is a financial advisor with Edward Jones in Alcoa, TN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages rental properties in Maryville, TN. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Unger is a CFP® professional at Edward Jones with six years of industry experience. He previously worked at Price Waterhouse Coopers and Sogeti USA (Capgemini). Outside of his advisory role, he coaches youth lacrosse for players aged 10 to 12 in the Knoxville area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Samuel Nash is a CFP® professional with nine years of experience in the financial services industry. He is currently with OSAIC and has previously worked at BDL Advisors, FSC Securities, Browne, Draper, Land Financial Concepts, and Edward Jones. He is also the owner of BDL Advisors, LLC and an insurance agency, providing securities and insurance products to clients. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance analysis, and automated rebalancing.

Shara White is a CFP® and ChFC® with eight years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Maryville, 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 through a broad network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hannah Brock is a financial advisor with LPL Financial in Maryville, TN, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2025 and previously worked at FTB Advisors, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Johnson is a financial advisor with Edward Jones in Pigeon Forge, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with the Emerald Youth Foundation for three years and has held roles with the Atlanta Braves, Tennessee Athletics Media Relations, and several other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 roles include positions at CUNA Mutual Group and CUNA Brokerage Services, Inc. He is also actively engaged in retirement consulting and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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.

Katelyn Houston is a financial advisor at Edward Jones in Maryville, TN, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked as a freelance graphic designer. 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 strategies, supported by a large network of financial advisors and branch offices.

Ashley Anderson is a financial advisor with LPL Financial in Maryville, Tennessee, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment advice delivered primarily through its network of investment adviser representatives.

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.

James Bales is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Westgate Resorts and Under Armour. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices across the United States.

Michael Hollenbach is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at First Tennessee Brokerage, Inc., Wells Fargo Clearing, and Ftb Advisors, Inc. Hollenbach operates out of Maryville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Leigh Harrison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, Harrison worked at First Tennessee Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, investment management, and institutional platforms with a broad range of strategies and utilizes technology tools to support advisors.

Kyle Walker is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies, with a notable program that integrates algorithmic automation under oversight to generate tailored retirement income recommendations.

Robert Wallace is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.

Catherine Mc Conkey is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2007. Outside of advising, she operates a retail home party business dealing in kitchen tools and sundries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement-income planning through written recommendation reports and ongoing advice, focusing on dependable income and tax-aware withdrawal strategies.

James Hutchison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with MML Investors Services since 1999 and MassMutual Life Insurance Company since 1998. Outside of his advisory work, he is involved in life, health, and property and casualty insurance sales, and he owns a real estate business focused on purchasing and renovating homes for resale. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, using firm-approved tools and a collaborative approach to help clients with various planning needs.

John Johnson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Sevierville, Tennessee, where he has worked since 2016. He has 14 years of industry experience. In addition to his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.