Alan Rader is a financial advisor at Cornerstone Wealth Management Group with a Series 65 designation and three years of industry experience. Prior to joining Cornerstone, he worked for nine years at Greeneville Federal Bank. Outside of his advisory role, he is the owner and operator of Angus Farm, where he manages cattle operations. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, emphasizing asset allocation, long-term trading, and fundamental and quantitative analysis under discretionary authority. The firm offers portfolio management, written investment policy statements, and a variety of planning services, along with educational seminars and cash-management solutions.

Brian Click is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cornerstone Wealth Management Group in Greeneville, TN, and has prior experience at Cambridge Investment Research, Inc. and Cornerstone Wealth, LLC. Outside of advisory work, he operates Cornerstone Risk Management Group, an independent insurance agency. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on asset allocation and long-term trading under discretionary authority, employing fundamental analysis, modern portfolio theory, and quantitative methods.

Steven Dick is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He is the President of Sapiat Asset Management, LLC and Sapiat Real Estate, Inc., and has previously worked at Edward Jones and 1796 Investment Management & Consulting. Dick serves as Chairman and CEO of Sapiat Financial Group, Inc., which holds the firms he leads. Sapiat Asset Management provides investment advice to individuals, families, trusts, estates, and retirement plans, managing approximately $44.9 million in client assets. The firm offers discretionary portfolio management primarily through its own wrap fee program, incorporating both fundamental and technical analysis, and also provides consulting on digital assets.

George Scott is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Cornerstone Wealth Management Group since 2022, following four years at Edward Jones and six years at Greeneville Federal Bank FSB. Cornerstone Wealth Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis. The firm offers discretionary and non-discretionary management, integrates held-away assets into overall portfolio oversight, and sponsors a wrap-fee program along with educational seminars for clients and the public.

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.

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 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.

Louis Evola is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 15 years of industry experience, including roles at Gwfs Equities, Inc. since 2017 and Valic Financial and Valic Financial Advisors from 2012 to 2017. He also serves as a citizen member of the Hawkins County Finance/Budget Subcommittee for debt restructuring. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Charles Plaster is a financial advisor with Empower Advisory Group in Greensville, TN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at W&S Brokerage Services and Western and Southern Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and provides both point-in-time financial plans and optional managed account solutions.

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.

Rodney Breyer is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors and American Portfolios Financial Services, and he has operated Heritage Financial Associates since 1994. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, offering portfolio construction tools and access to third-party managers across various investment types on discretionary and non-discretionary bases.

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.

Christopher O'Dell is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of advising, he serves as president of the Greeneville Morning Rotary and is an owner of a small farm. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

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.

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.

Charles Wagner Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Edward Jones since 2003 and joined LPL Financial in 2011. Wagner also operates as an insurance agent through Andrew Johnson Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of advisory and brokerage services.

Marty Dobbins is a financial advisor at Edward Jones in Rogersville, TN, with 18 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Rogersville-Hawkins County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

William Endean is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wal-Mart, Inc. from 2014 to 2017. Endean holds the Series 66 designation and is based in Greeneville, Tennessee. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

John Traylor is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Apex Bank and American Patriot Bank. He is based in Greeneville, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Christopher Abla is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and having 29 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, Cetera Advisor Networks, and PRUCO Securities. He is also involved as a board member of the Johnson City Senior Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management strategies and platform arrangements.

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.

Lincoln Bowman is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Capital Square LLC for four years and has held positions at Andrew Johnson Bank and Empowered-Bats. In addition to his advisory work, he has been involved with Greenville Parks and Recreation since 2013. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a broad network of advisors.

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.

Stephen Thomas is a financial advisor with Edward Jones in Greeneville, TN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Thomas occasionally serves as a pastor at Riverside Church in Fort Myers, FL, where he conducts weddings, premarital counseling, funerals, preaching, and individual counseling. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Amy Gelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her career includes multiple roles within Wells Fargo affiliates and a position at Morgan Stanley. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Keefer Andrew is a Series 66-licensed financial advisor with Edward Jones in Greeneville, TN, with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hudson Morristown Acquisition from 2019 to 2023 and has a background that includes education roles with Hamblen County School Systems. 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 variety of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds.

Christopher O'dell is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Greenville, TN, with six years of industry experience. He has worked at Cambridge Investment Research in various roles since 2017. Outside of his advisory work, he is involved with GreenWealth, LLC as a W2 employee and serves as an independent insurance agent for several companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Robert Gay III is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC before joining Edward Jones in 2017. He serves as a board member of Oak Grove Cemetery in Greeneville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 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.

Lori Harmon is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. She has 11 years of industry experience and has worked at Cambridge Investment Research, Inc. since 2015, as well as at GreenWealth and Cornerstone Wealth Management Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.