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.

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fifth Third Bank and Arthur Lea Investments. 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 solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise. His prior work experience includes positions at Academy Sports and Outdoors, Tennessee Technological University, McDonald's, and Takahata. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Zachary Hacker is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience in educational roles at the University of the Cumberlands and Oneida Special School District. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily those with significant investable assets and Ameriprise-managed accounts.