Jeffrey Goering is a CFP® and ChFC® with 11 years of experience in the financial services industry. He currently works at Diamond Client Group, LLC and has prior experience at MML Investors Services, MassMutual Life Insurance Company, and Guardian Life Insurance Company. Outside of his advisory role, he is involved in mortgage origination and individual life and health insurance sales. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and other alternative investments.

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Andrew Wallace is a financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the CFP® designation and has worked with firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Wallace is also involved part-time in the life, long-term care, disability, and fixed insurance business. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a team of over 100 financial professionals. The firm offers customized portfolio management, a unified managed account program, financial planning, and solutions for managing held-away retirement plan assets.

Timothy Chambers is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a 50% owner of a property management business. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and integrates financial planning and administrative services, serving both advisory and product-sponsor roles.

Travis Jacques is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to a range of third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, and has been involved with Bunch Family Holdings, LLC. Outside of his advisory work, he has held roles at the Haslam College of Business at the University of Tennessee and participated in community organizations such as the Helen Ross McNabb Center and Emerald Youth Foundation. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Coby Harper is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including TriStar Strategic Group, LLC and Lion Street Financial. Outside of advisory roles, he owns Lion Street, Inc., which offers insurance products, and serves as a consultant providing fee-based planning for large medical organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of investment strategies and custodial platforms.

Jacob Hassinger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include work at Benjamin F. Edwards and various positions outside finance. In addition to his advisory work, he serves as a youth pastor and owns a land clearing and excavating business. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large advisor network.

Millicent Gunter is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has worked with various Truist entities since 2008, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.

Steven Champagne is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 26 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey asset management platforms.

Jesse Tharp is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has extensive prior experience with FTB Advisors, Inc. and First Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jared Huston is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his financial services career, he worked with the Colorado Springs Police Department and the Federal Bureau of Prisons. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Daniel Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Jason Good is a CFP® professional based in Jefferson City, TN, with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns rental properties managed by third parties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Matthew Gathagan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His career includes roles at BB&T Investments and SmartBank, where he currently serves as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Ann Stalans is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2002. Outside of her advisory role, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

Lisa Helton is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016, following a brief tenure at Highlands Union Bank. Outside of her advisory role, she is involved in the rental of side-by-side UTVs in Sevierville, Tennessee. 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 solutions, operating with a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Delaney Vick is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2017. Prior to that, he was employed at University Cancer Specialists for five years. Outside of his advisory role, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors is a large firm serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program using model-driven strategies managed by third-party asset managers and supported by discretionary and separately managed account options.

Bryce Bissell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Pilot Company, First Horizon Bank, Northwestern Mutual, and Townview Senior Living Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Tyler Helton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior experience includes roles at First Horizon Advisors, FTB Advisors, Inc., and First Tennessee Bank. He serves on the boards of Sunshine Services and Summit View at Hodges Bend HOA and participates as a mentor with TN Achieves. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Victoria Miller is a financial advisor at Cetera with 33 years of industry experience. She has worked at Cetera since 2021 and previously spent 13 years at LPL Financial. Miller holds Series 63 and Series 65 licenses and is also a notary public. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

Bobbi Truax is a financial advisor at Primerica Advisors in Talbott, TN, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work history includes roles at Caliber Collision, Elevation Foods, Fresenius Medical, Mary Kay, and Geoconex. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Amanda Vititoe is a Series 66 licensed financial advisor with Edward Jones in Sevierville, TN, bringing six years of industry experience. She has been with Edward Jones since 2020 and previously worked there from 2004 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Edwards is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2011. Outside of investment advisory, Edwards is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on retail investors rather than institutional portfolios.

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.

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.

Bryan Purdom is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Colortech, Inc. for nine years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.

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.

Bradford Smith is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from LPL Research and third-party subadvisors to support diversified investment strategies.

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.