Robert Hester is a financial advisor at Raymond James & Associates in Knoxville, TN, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is a 50% owner of a rental property in Knoxville, which he manages through a property management firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, leveraging a variety of portfolio management styles and affiliated research.

Bobby Sass serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He joined Fidelity in 2013 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Bobby worked as a Financial Advisor at Edward Jones from 2007 to 2013. In his role, Bobby and his team assist clients in making well-informed decisions regarding their wealth by educating and empowering them through the financial planning process. He holds a California Insurance License. Outside of his professional responsibilities, Bobby has personal interests in food and traveling.

Evan Anderson is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. In this role, he collaborates with Financial Consultants to assist clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Evan has held several positions within Fidelity Investments, including Workplace Planning Consultant II starting in 2022, Team Leader of Client Services from 2023 to 2026, and earlier roles in Workplace Planning and Advice. His progression through these roles reflects his experience in client services and workplace planning. Outside of his professional responsibilities, Evan is interested in family activities, hiking, outdoor adventures, parenthood, and traveling.

Charles Sommer is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Jackson National Life Distributors, LLC and Bravo. 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 advisory programs and financial planning services, including both discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tolita Freeman is a Series 66-licensed financial advisor with Edward Jones in Vonore, Tennessee. She has seven years of industry experience, including eight years at Edward Jones and eleven years previously at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Cooper Hayes is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Knoxville, TN. Prior to joining Raymond James & Associates, his background includes periods of full-time education and roles at local golf and country clubs. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cory Gerlach is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role at Edward Jones since 2018 and previously worked at Heil Trailer International from 2009 to 2018. He holds the Series 66 designation. 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.

Connor Boynton is an Investment Consultant at Fidelity Investments, where he works with clients to clarify their financial goals and preferences, supporting them in making important financial decisions. He has held this role since 2026. Prior to his current position, Connor served as a Central Relationship Manager at Fidelity Investments from 2022 to 2025. Before that, he gained experience as a Registered Client Service Associate at Desert Financial Wealth Management from 2020 to 2022. Connor's personal interests include cars, family activities, fishing, motorcycles, outdoor adventures, and parenthood.

Bryan Herren is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has worked at Securities Service Network, Inc., Securities America, Inc., and Securities America Advisors, Inc. prior to joining OSAIC. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses various asset-allocation tools and third-party platforms to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Keith Buck is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at M&T Securities and multiple positions within LPL Financial and its affiliates. He also has a consulting business, KTB Consulting, LLC, registered for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matt Hickey is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to helping clients make confident, well-informed financial decisions by gaining a deep understanding of their unique situations, priorities, and goals. Matt works closely with clients to design personalized strategies tailored specifically to their needs, focusing on building, managing, and preserving wealth over time. Prior to his current role, Matt held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Investor Center Intern. This range of experience has provided him with a comprehensive understanding of investment consulting and financial planning. Outside of his professional activities, Matt enjoys camping and hiking.

Taylor Fairweather is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Taylor’s work history includes roles at the University of Tennessee at Knoxville and Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

William Parrish Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in a separate business buying and selling classic Jeeps. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, deploying a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Joshua Riley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Consolidated Nuclear Security for nine years. He holds the Series 66 designation. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Adam Smolnycki is a financial advisor with Charles Schwab in Knoxville, TN, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade Inc. He has been affiliated with Charles Schwab and its related entities since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, multi-asset model portfolios, and access to alternative investments, supported by a large integrated platform with centralized supervision and custody.

Robby Duncan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he collaborates closely with clients to develop financial plans tailored to their individual needs throughout their working years and into retirement. Prior to joining Fidelity, he was a Financial Representative at First Tennessee Bank from 2009 to 2010. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Robby emphasizes building long-standing relationships with clients and their families by understanding their specific financial concerns and goals. Outside of his professional work, Robby enjoys activities such as beach outings, boating, cooking and baking, family activities, fitness, and traveling.

Virginia Burwitz is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at European Wax Center and Cyr/Woertz Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Stephen Wallace is a financial advisor with Raymond James & Associates, 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Jones is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2015, with prior experience at UBS Financial Services from 2012 to 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and fiduciary solutions supported by a nationwide adviser network.

Erin Barker is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has worked at multiple firms including SagePoint Financial, Mortgage Investor Group, and SSN. Outside of finance, Barker serves as the lead pastor and a board member of Passion Church Ministries, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset allocation tools and portfolio management strategies.