Joshua Wallen is a financial advisor with Morgan Stanley in Knoxville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Wallen held positions at Pilot Flying J, the University of Tennessee, Palmetto Corporation, Boeing, Nolan Transportation Group, and Grande Dunes Ocean Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Paris Takonis is a financial advisor at UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with UBS Financial since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ashtyn Wright is a Series 66-licensed financial advisor with three years of industry experience, currently working at OSAIC since 2023. Prior to joining OSAIC, Wright was with FSC Securities for one year and has held various roles including tutoring math at the Christian Academy of Knoxville. Outside of advising, Wright is involved in tutoring students in math skills through a nonprofit organization. OSAIC serves a diverse range of clients including individual investors, institutions, and charitable organizations, providing integrated brokerage, investment advisory services, financial planning, and access to managed accounts and third-party money managers through a large network of affiliated advisors.

Gregory Kalosieh is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2024, following prior roles at Securities America, Inc. and Securities Service Network. Outside of his advisory work, he serves as president of the Steeplechase Homeowners Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing firm-provided tools and model portfolios across a variety of asset classes.

Matthew Mc Dowell is a Series 66-licensed advisor affiliated with Merrill and has approximately one year of experience in the financial services industry. His prior work includes roles at Bank of America, Northwestern Mutual, and several companies outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Worden is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial for 20 years before joining LPL in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Andrew Venable is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner in a local shredding business in Alcoa, Tennessee. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Michael Scott is a financial advisor with Edward Jones in Maryville, Tennessee, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in managing an LLC holding rental properties originally owned by his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Mac Stevens is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, 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 deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Jones is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He previously worked at First Tennessee Brokerage, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sarah King is a financial advisor at Merrill in Knoxville, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Appalachian Tool Works LLC, United Majestic RV Resort, Newport Hospitality Group, Frontier Communications, and On-Board Companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Cutrell is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, with nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Erin is also employed by Axiome Advisory Group, LLC, a franchise of Ameriprise Financial, where she serves as an associate financial advisor. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

John Macdonald is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Bryan Kagarise is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gina Johnston is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Traci Hejna is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured planning tools and proprietary investment research.

Micah Dennis is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at First Horizon Advisors and has held various roles outside the financial industry. Outside of advisory work, he is involved in artistic and musical activities through a home-based venture called MNDCraftyShop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Jesse Tharp is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has extensive prior experience with FTB Advisors, Inc. and First Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Jonson is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at First Horizon Advisors and First Horizon Bank, as well as academic work at the University of Tennessee Humanities Center and Department of History. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutional organizations. The firm offers various financial planning and advisory programs supported by research and model portfolios, employing both discretionary and non-discretionary management strategies.

Jonathan Collins is a financial advisor at UBS Financial Services with Series 66 credentials and two years of industry experience. Prior to joining UBS in 2024, he held positions at the University of Tennessee Knoxville and Best Buy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm provides a range of capital markets services alongside wealth management through a large network of advisors.