Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, Tennessee, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Lincoln Financial Securities, The Ashford Group, and Concourse Financial Group Securities. He is also involved in insurance-related activities through Legacy Wealth Management and The Ashford Group. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm focuses on long-term portfolio management using modern portfolio theory and offers financial planning, retirement consulting, and discretionary account management across a range of investment vehicles.

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.

Nancy Guillen is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Creative Financial Designs and CFD Investments Inc. since 2013. Outside of her advisory role, she is involved in insurance sales through Southern Heritage Investments and Planning in Morristown, TN. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Jan Wise is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Commonwealth Financial Network since 2004, with a brief transition in 2024, and is also president and co-owner of Wise Wealth, LLC, which operates in securities, advisory, and insurance services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers a variety of investment solutions and model portfolios, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

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.

Aimee Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Morristown, Tennessee. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Joyce Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is based in Morristown, TN. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services.

Crampton Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2020. He holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment models, with oversight from an Investment Strategy Committee.

Kristopher Yarlett is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Edward Jones for 12 years. Outside of his advisory role, Yarlett is involved as a partner in local breweries and holds ownership interests in several business ventures including storage facilities and property development. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

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.

Joseph Daniels is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with one year of industry experience. Prior to entering the financial advisory field, he worked for 14 years at Old Dominion Freight Line. He is also appointed as an agent to sell non-securities insurance products for AGIA. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized investment strategies and combines advisory services with broker-dealer capabilities and in-house trading.

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.

Spencer Odom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held roles at Team Technologies Inc. and Colortech Inc., and worked in various positions at Tennessee Technological University and Mahle Engine Components, USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, supported by extensive research and analytics.

Kelly Jacobs is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Howard is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent four years at Wells Fargo Advisors. Outside of her advisory role, she is involved in managing a rental property in Johnson City, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Samuel Holt is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Morristown, TN. He has been with Edward Jones since 2016 and previously worked at Old Dominion Freight Line from 2011 to 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Vita is a financial advisor with Morgan Stanley in Washburn, Tennessee, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member and on the investment committee of the Bradenton Kiwanis Foundation, a private foundation in Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Chaely Woods is a financial advisor with LPL Financial in Morristown, TN, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. Outside of her advisory role, she serves as a notary. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Carlee Rose is a CFP®-certified financial advisor at Edward Jones in Morristown, TN, with six years of industry experience. Her prior roles include positions at Edward Jones, Liberty Tax, Upper East Tennessee Human Development Agency, and 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 under management and offers a range of investment strategies and affiliated financial services through a large national network of advisors and branch offices.

Justin Myers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Justin began his career in the financial services industry in 2011 and has been with Merrill Lynch Wealth Management since 2017. Justin holds a bachelor's degree in logistics from the Haslam College of Business at the University of Tennessee. He is a Personal Investment Advisor (PIA) and leverages the research and market insights from Merrill Lynch to help individuals and families plan and achieve their financial goals. Raised in east Tennessee, Justin has lived in Knoxville for the past 20 years. Outside of his professional role, he enjoys biking, golfing, and football. He spends time with his wife Ashley and their two sons, often attending their sporting events and supporting Tennessee football and basketball.

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.

John Spain is a CFP® and ChFC® with 22 years of industry experience. He has been with Edward Jones since 2009. He serves as President of the Boys & Girls Club of Morristown, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets across a network of over 23,000 financial advisors and offers a range of advisory programs with an emphasis on fiduciary standards and affiliated investment options.

Drew Leach serves as an Associate Resident Director and financial advisor at Merrill Lynch Wealth Management. He began his career in the mortgage industry before joining Merrill Lynch in 2012 in Morristown, Tennessee. Drew specializes in devising comprehensive, goals-based planning strategies for families facing complex financial issues, often involving extended family members to build multi-generational wealth plans. He holds a Bachelor's degree in Psychology from the University of Tennessee at Knoxville. Drew's professional credentials include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise cover college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, women and wealth, tax minimization, and retirement income. In the community, Drew is active with Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited. He enjoys outdoor activities such as fishing, golfing, hiking, hunting, and traveling. Drew and his wife, Jordan, have two children and two dogs.

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.

Gregory Greene is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Cetera and its affiliated entities since 2014 and also has experience with Regions Bank and BBTIS. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform.

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.

Mitchell Mccann is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Zitt is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at FTB Advisors and Porsche Consulting. Based in Morristown, TN, he has been active in investment advisory roles since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services featuring discretionary and non-discretionary management, model portfolios, and research support.

Nayland Prince is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He has previously worked at LBMC, PC and held teaching positions at the University of Tennessee and Walters State Community College. Outside of his advisory role, Prince is a CPA who owns a tax return planning and preparation business and serves as an independent insurance agent for health, life, and fixed annuity products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, using asset-allocation tools and third-party money managers to construct portfolios with various asset types.

Parker Smith is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his father in Morristown, Tennessee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Robert Huntsman is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at MDS for two years and was self-employed as a TSSAA and NCAA volleyball and basketball official for five years. He has also held a position at Danny Herman Trucking for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Adam Smith is a Series 66-licensed financial advisor with Edward Jones in Morristown, TN, where he has worked since 2018. He has seven years of industry experience, including two years at McKee Foods prior to joining Edward Jones. 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, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Tanna Rainey is a financial advisor with LPL Financial in Morristown, TN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, she has been involved with First Horizon since 2008 and has operated her own businesses, including Plunder Design and Flowers By Tanna. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

Roger Odom is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing several commercial rental properties in Morristown, Tennessee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.