Mark Tipton

Karl Smith is a Wealth Management Advisor specializing in wealth management strategies and business retirement services. He supports clients in defining their long-term financial goals and focuses on coordinating growth planning, events, and client experience within his team. Karl has expertise in areas such as divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, individual and corporate investment strategy, tax minimization, retirement income, and services for endowments, foundations, and non-profits. His professional designations include Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree from King College. Karl’s line of business is Merrill Lynch Wealth Management. His personal interests include boating, fishing, gardening, golfing, hunting, reading, spending time with family, and woodworking.

James Humphrey is a Financial Consultant at Fidelity Investments, where he partners with clients to create, implement, and continuously monitor customized financial plans designed to help them work towards their financial goals. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. His experience spans various aspects of financial consulting, with a focus on personalized financial planning and client relationship management. Outside of his professional career, James enjoys family activities, football, golf, and music.

James Fuller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since beginning his financial services career in 1999. He assists clients in building wealth management strategies tailored to their individual needs, focusing on comprehensive approaches that involve listening and guiding informed decision-making. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Prior to joining Merrill Lynch, James was a PGA golf professional for four years. He is responsible for equity research and client service within his team. James holds a Bachelor's Degree from East Tennessee State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is active in community organizations including Big Brothers Big Sisters of East Tennessee and serves on the Board of CASA of East Tennessee. James resides in the Piney Flats area with his wife, Penny, their twins Jack and Madeline, and their dogs. He enjoys outdoor activities such as boating, bowling, golfing, hunting, scuba diving, skiing, table tennis, and volleyball. He also participates in community initiatives like Coats for Kids and Joy Prom.

James Fuller is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1999 and assists clients in building wealth management strategies tailored to their individual needs. James focuses on delivering a comprehensive approach to managing wealth, helping clients make informed decisions as they develop their financial plans. Before his career in financial services, James was a PGA golf professional for four years. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from East Tennessee State University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. James is active in his community, serving on the Board of CASA of East Tennessee and participating in organizations such as Big Brothers Big Sisters, Coats for Kids, and Joy Prom. He lives in the Piney Flats area with his wife and twins, where they enjoy outdoor activities.

Cody Anderson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on building long-term, personal relationships with clients to understand their financial and personal priorities. He collaborates with clients to develop tailored financial plans, utilizing Fidelity's extensive resources and his specialized knowledge of employer benefits. Prior to his current role, Cody worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he was a Financial Advisor at Edward Jones from 2019 to 2021. His career experience spans various aspects of financial advising and benefits planning, emphasizing client trust and professional development.