Mark Sorensen is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Royal Fund Management since 2007 and also operates Sorensen Tax Advisory Group, Inc. since 2003. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies informed by fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Justin Wilson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2012. He is based in Winfield, TN, and holds the Series 66 designation. Outside of his advisory role, Wilson is active in his community as a board member of the Boys and Girls Club and serves as president of a nonprofit organization, STAND. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with an emphasis on managing assets within Ameriprise accounts.

Kyle Keeton is a financial advisor with Ameriprise in Huntsville, TN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he serves as a pastor at Black Oak Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to generate tailored retirement income plans, alongside a broad range of advisory, brokerage, and insurance solutions.

Phillip Jones is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves as an elder on the board of First Presbyterian Church and is chairman of the board for the Lafollette Housing Authority. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficiency analysis to provide annual, non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Evan Roberts is a CFP® and Series 66-registered financial advisor with Ameriprise, based in Oneida, Tennessee. He has five years of industry experience and has held roles at Ameriprise since 2019, as well as prior positions at Academy Sports and Outdoors and Tennessee Technological University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies for clients approaching or in retirement.

Zachary Hacker is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience in education at University of the Cumberlands and Oneida Special School District. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.