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.

Adam Schrader is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Edward Jones and served as CEO of LvLuP Solutions, a small business consulting firm focused on processing finance applications and operational support for bank funding to business clients. He is also affiliated with the New Tazewell Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm uses goal-based analyses and offers combined planning and managed-account services under a consolidated billing option called WealthPlan.

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.

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.

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.

Chelsia Satterfield is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at The Tombras Group from 2015 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Patrick Anstett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Invest Financial Corporation from 2005 to 2018 and Commercial Bank & Trust since 2005. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.

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.