Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, TN, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Lincoln Financial Securities and operating The Ashford Group since 2005. Ashford is involved in managing power of attorney and estate responsibilities for family members. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage clients, using written Investment Policy Statements and a long-term trading approach across a diverse range of securities.

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 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.

Aimee Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Morristown, Tennessee. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Joyce Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is based in Morristown, TN. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services.

Crampton Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2020. He holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment models, with oversight from an Investment Strategy Committee.

Kristopher Yarlett is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Edward Jones for 12 years. Outside of his advisory role, Yarlett is involved as a partner in local breweries and holds ownership interests in several business ventures including storage facilities and property development. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

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 Valic Financial Advisors in Morristown, Tennessee. He holds a Series 66 designation and began his career with Valic in 2025 after 14 years at Old Dominion Freight Line. He is also an agent appointed to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models to construct client portfolios.

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.

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 positions at Team Technologies Inc. and Colortech Inc., as well as various roles connected to Tennessee Technological University and Mahle Engine Components, USA. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kelly Jacobs is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

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.

Chaely Woods is a financial advisor with LPL Financial in Morristown, TN, holding a Series 66 designation and nine years of industry experience. She has worked at FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. Outside of her advisory role, she is also a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and a large network of investment adviser representatives.

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 financial advisor with Edward Jones in Morristown, TN, holding CFP® and Series 66 designations and six years of industry experience. Her prior work includes roles at Edward Jones since 2019, as well as positions at Cootie Brown's and the Upper East Tennessee Human Development Agency. 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, supported by a large national network of financial 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 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.

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 is the Associate Resident Director at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2012 as a financial advisor in Morristown, Tennessee. Drew specializes in devising comprehensive goal-based planning strategies, particularly for families facing complex financial issues. He engages with clients and their extended family members to develop customized multigenerational wealth plans. Drew holds a Bachelor's degree in Psychology from the University of Tennessee at Knoxville. His professional designations include 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 team, Drew is responsible for planning, business development, and team management. He is active in community organizations such as Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited. Drew enjoys outdoor activities including fishing, golfing, hiking, hunting, and traveling. He and his wife, Jordan, have two children and two dogs.

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.

Gregory Greene is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Cetera and affiliated entities since 2014, including roles at Regions Bank and BBTIS. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients 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 unique retirement and trust capabilities.

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.

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 nine years of industry experience. He holds the Series 66 designation and has worked at FTB Advisors and Porsche Consulting prior to joining LPL Financial. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Nayland Prince is a financial advisor at OSAIC with the Series 66 designation and no prior industry experience. He has worked in tax return planning and preparation as a CPA and owns an independent insurance agency specializing in health insurance, life insurance, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

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.

Adam Smith is a financial advisor at Edward Jones in Morristown, TN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at McKee Foods and Snyder's-Lance Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services supported by a network of approximately 23,701 financial advisors and managing about $1.01 trillion in assets.

Tanna Rainey is a financial advisor with LPL Financial in Morristown, TN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she has worked at First Horizon since 2008 and has entrepreneurial experience with Plunder Design and Flowers By Tanna. Outside of her advisory role, she is involved in investment products and services under the trade name First Horizon Advisors. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

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.

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 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.