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 currently with OSAIC, bringing nine years of industry experience. He has worked at several firms, including Edward Jones and BDL Advisors, and is involved in his own insurance and securities businesses. He also serves as a public notary. OSAIC serves a diverse client base ranging from individuals to institutions, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment types.

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 Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. She has been associated with FTB Advisors, Inc. since 2014 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

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 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.

Katelyn Houston is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience and previously worked in freelance graphic design and insurance. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Anderson is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2014. 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 financial planning, advisory programs, and retirement plan consulting services supported by research and multiple portfolio management options.

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 industry experience. He is currently with LPL Financial and has prior experience at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. He offers investment products and services through LPL Financial using the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by institutional research and model portfolios.

Leigh Harrison is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. Harrison has 20 years of industry experience, including a long tenure at First Tennessee Bank since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 with Ameriprise, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. She has been with Ameriprise Financial Services and its affiliates since 2007. Outside of her advisory role, she is involved in a retail home party business specializing in kitchen tools and sundries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources 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.

Christopher Finley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, ETrade Financial, and Scottrade prior to joining Edward Jones. His background also includes seven years at East Tennessee State University. 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, separately managed accounts, and affiliated mutual funds.

Daniel Mccarthy Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license. He has 35 years of industry experience, having worked with Mass Mutual since 1990. In addition to his advisory role, he is involved in life and health insurance sales. 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 provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships.

Michael Morrell is a financial advisor with LPL Financial in Maryville, Tennessee, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked with Linsco Private Ledger since 2007. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Steisslinger is a financial advisor with LPL Financial, holding a Series 63 credential and 27 years of industry experience. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various technologies to support diversified investment strategies.