James Morgan is a financial advisor with LPL Financial in Maryville, TN, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with First Tennessee since 2006 and joined LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by a variety of model portfolios and research resources.

John Williams Jr. is a CFP® professional with 29 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

James Ridley IV is a CFP®-certified financial advisor with 31 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. He is also an independent insurance agent specializing in Medicare supplement products and serves as president and owner of Elkmont Wealth Management, PLLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Christian Corral is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 2014. He holds the Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Brooke Holmes is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, and has 17 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Chad Dellinger II is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services Advisors, Inc., CNB Wealth Management, and Citizen National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory strategies, and operates under a fiduciary standard.