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.

James Dickey is a CFP® certificant with 17 years of industry experience, currently serving as a financial advisor at SeaCrest Wealth Management, LLC since 2014. He also works as an independent insurance agent on a limited basis. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach using fundamental and technical analysis, incorporating a range of investment vehicles and artificial intelligence tools alongside human oversight.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and J.J.B. Hilliard, W.L. Lyons, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services, utilizing both proprietary strategies and third-party model providers.

Joyce Taylor is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 31 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Joyce has been with Benjamin F. Edwards & Company since 2020. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and M&A advisory services.

Crampton Helms is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Benjamin F. Edwards & Co. since 2020, with prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, institutional, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and certain M&A advisory services.

Ronald Berard is a financial advisor with Valic Financial Advisors holding Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Empower Advisory Group, LLC, Empower Financial Services, Inc., and Griffin Fowlers Farmers Insurance Agency. He also has a background with Patriot Home Inspection and spent 15 years involved with Tri-State Baptist Church. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Kristopher Yarlett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for Edward Jones for 12 years. Outside of advising, Yarlett is involved as a partner in local breweries and holds ownership interests in various business ventures, including a storage facility and property development projects in Morristown, TN. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing both proprietary and third-party model strategies.

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. with one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Valic Financial Advisors and spent 14 years at Old Dominion Freight Line. He is also appointed as an agent to sell non-securities insurance products. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, combining proprietary strategies and third-party models across discretionary and non-discretionary managed solutions.

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.

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.

Chaely Woods is a financial advisor with LPL Financial holding a Series 66 license and 10 years of industry experience. She has worked at FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies that include discretionary and non-discretionary management.

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. 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.

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 the Associate Resident Director at Merrill Lynch Wealth Management in Morristown, Tennessee. He began his career in the mortgage industry and joined Merrill Lynch in 2012 as a financial advisor. In his role, Drew focuses on devising comprehensive, goals-based planning strategies that address the complex financial needs of families, often involving multiple generations to create customized wealth plans. He holds a Bachelor's degree in Psychology from the University of Tennessee at Knoxville. Drew has earned several professional designations, including 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). Within his practice, he takes responsibility for planning, business development, and team management alongside other professionals who handle investment management, business management, and administrative functions. In the community, Drew is active with Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited. His personal interests include fishing, golfing, hiking, hunting, and traveling. He lives with his wife Jordan, their two children, Olivia and Bennett, and their dogs Beaufort and Monroe.

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.

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 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.

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 financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. He previously worked at FTB Advisors, Porsche Consulting, and First Horizon Advisors, Inc. Outside of his advisory role, he is involved with investment products and services offered through LPL Financial using the trade name First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

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, Tennessee, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon since 2008 and has entrepreneurial experience with Plunder Design and Flowers By Tanna. She operates a side business, Plunder Design, which she has managed since 2020. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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 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.