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 CFP®-designated financial advisor with 25 years of industry experience. He is affiliated with Silver Oak Securities, Inc. and has held roles at related firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Outside of advisory work, he is involved part-time in life, long-term care, disability, and fixed insurance sales. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and other entities through a network of over 100 professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

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 who holds a Series 66 credential and has 25 years of industry experience. He has worked with Private Advisor Group since 2016 and previously gained experience at Morgan Stanley and Morgan Keegan & Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while offering proprietary and third-party managed account solutions.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and three years of industry experience. His work history includes roles at LPL Financial and family business holdings. He has also been involved with nonprofit organizations such as the Helen Ross McNabb Center and the Emerald Youth Foundation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

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 previously worked at Morgan Stanley for seven years and Morgan Keegan & Company, LLC for five years. Champagne has been with Private Advisor Group and affiliated LPL Financial since 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management and offers managed account solutions including its proprietary WealthSuite platform.

Jesse Tharp is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and has previous experience at First Tennessee, Signator Investors, Ameriprise, and Ftb Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Jared Huston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Before transitioning into finance, he served four years with the Colorado Springs Police Department and three years with the Federal Bureau of Prisons. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by established custodians and overlay managers.

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. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2017. Prior to that, she was employed at University Cancer Specialists for five years. Vick also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

Bryce Bissell is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Pilot Company and First Horizon Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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 with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles across multiple companies, including Caliber Collision and Fresenius Medical. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm utilizes model-driven investment strategies created by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

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 in Talbott, TN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2011, alongside a longstanding career at Sonoco Flexible Packaging since 1995. Edwards is involved in the sale of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a large network of advisors and offices.

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 designation and 27 years of industry experience. His prior roles include positions at First Tennessee Brokerage from 2009 and First Horizon Advisors, Inc. between 2004 and 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

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 Series 66-licensed financial advisor with LPL Financial, based in Talbott, Tennessee, and has 12 years of industry experience. He worked at Edward Jones for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

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.