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 financial advisor at Silver Oak Securities, Incorporated with 24 years of industry experience. He holds the CFP® designation and has worked with firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Wallace is also involved part-time in the life, long-term care, disability, and fixed insurance business. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a team of over 100 financial professionals. The firm offers customized portfolio management, a unified managed account program, financial planning, and solutions for managing held-away retirement plan assets.

Timothy Chambers is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds a Series 66 credential and has worked previously at Traverso Chambers Private Wealth Management and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is a 50% owner of Traverso/Chambers, LLC, a property management business. MAI Capital Management provides investment management and wealth management services to individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, third-party managers, and private investments, and offers specialized services such as retirement consulting, trust administration, and insurance administration.

Travis Jacques is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jacob Bunch is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, and has been involved with Bunch Family Holdings, LLC. Outside of his advisory work, he has held roles at the Haslam College of Business at the University of Tennessee and participated in community organizations such as the Helen Ross McNabb Center and Emerald Youth Foundation. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

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 Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services, where she has worked since 2021. Her prior experience includes roles at SunTrust Investment Services and SunTrust Advisory Services dating back to 2008. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Steven Champagne is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Jesse Tharp is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. He has worked at FTB Advisors, Inc. and First Tennessee since 2013 and 2009, respectively. Tharp is based in Knoxville, TN. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment strategies and 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.

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 Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He previously worked at BB&T Investments from 2011 to 2019 and has been associated with Raymond James since 2019. Gathagan is also employed as a financial advisor at SmartBank Investments. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Ann Stalans is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 35 years of industry experience, including over two decades with Cambridge Investment Research Advisors and its affiliated broker-dealer. Outside of her advisory role, she is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of model-based and individualized investment approaches.

Lisa Helton is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in a UTV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a national network of over 23,000 advisors.

Delaney Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Vick has worked at Primerica Advisors since 2017 and previously at University Cancer Specialists from 2013 to 2018. Outside of advisory work, Vick is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Bryce Bissell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior roles include positions at Pilot Company, First Horizon Bank, Northwestern Mutual, and Townview Senior Living Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Tyler Helton is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at First Horizon Advisors, FTB Advisors, Inc., and First Tennessee Bank. Outside of his advisory work, he serves on the boards of Sunshine Services and the Summit View at Hodges Bend HOA, and participates as a mentor with TN Achieves. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Victoria Miller is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at LPL Financial from 2008 to 2021 before joining Cetera in 2021. Outside of her advisory role, she is a notary public. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and fiduciary capabilities integrated into its broader institutional platform.

Bobbi Truax is a financial advisor with Primerica Advisors in Talbott, Tennessee, holding Series 63 and Series 65 licenses. She has experience across multiple industries, including roles at Primerica Financial Services and Caliber Collision. 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 employs model-driven strategies managed by unaffiliated asset managers and supports 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. and Primerica Financial Services for over a decade and has a long tenure at Sonoco Flexible Packaging. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

James Bales is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he held positions at Westgate Resorts, Rew Materials, and Under Armour. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

John Johnson is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016, following a prior role at Edward Jones and a brief period as a self-employed advisor. In addition to his advisory work, Johnson operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

Clinton Biggs is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at MML Investors Services, Woodbury Financial Services, and MassMutual Insurance. Outside of advising, he owns an insurance and benefits firm, Executive Insurance Group, and works as a loan originator for Keystone Mortgage. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and both discretionary and non-discretionary 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. He has worked at FTB Advisors, Inc. and First Tennessee Brokerage since 2009 and joined LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

James Ridley IV is a CFP® professional with 31 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He also operates as an independent insurance agent specializing in Medicare supplement products. Ridley is the president and owner of Elkmont Wealth Management, PLLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.

Bradford Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Chad Dellinger II is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. He has previously worked at Raymond James Financial, CNB Wealth Management, and Citizen National Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.