Carolyn Lambert is a CFP® with 28 years of experience in the financial services industry. She has worked at Archer Investment Corporation since 2019 and previously spent 20 years with H.D. Vest Investment Services. In addition to her advisory work, she owns and operates Lambert Bookkeeping & Financial Services and serves as treasurer for the Claiborne County Historical & Genealogical Society, a nonprofit organization. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies utilizing a range of asset classes including mutual funds and ETFs.

Samuel Holt is a financial advisor with Edward Jones in Morristown, TN. He holds the CFP®, ChFC®, and Series 66 designations and has nine years of industry experience. He has been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee options, 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.

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.

Adam Schrader is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Edward Jones and as CEO of LvLuP Solutions, a small business consulting firm focused on financial application processing. Schrader is based in New Tazewell, Tennessee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm uses goal-based analyses and client information to support one-time or ongoing planning engagements, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

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.

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.

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.

Chelsia Satterfield is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2016. She has nine years of industry experience. 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, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

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.

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.

Patrick Anstett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at LPL Financial since 2018 and has a background that includes roles at Commercial Bank & Trust and Invest Financial Corporation. In addition to his advisory work, he operates a business under Commercial Financial Services that supports bank-related investments. 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 provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

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.