Debra Galbraith is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 10 years before joining UBS in 2026. UBS Financial Services 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 provides access to proprietary research and capital markets products.

Ronnie Rochelle is a CFP® professional with 34 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a Knox County Commissioner and is involved in website design and fixed insurance sales. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Caleigh Herring is a Series 66-licensed financial advisor with Fidelity in Knoxville, TN, and has two years of industry experience. Her prior roles include positions at UT-Battelle and the University of Tennessee - Knoxville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers portfolio management, fund advisory, and model portfolios designed for intermediary platforms, with distinctive activities including commodity pool operation and advisory roles to registered investment companies.

Christina Beals is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. Beals also holds a sales supervision principal position with Advisor Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to construct and manage portfolios.

Rachel Rosenbaum is a Series 66-credentialed financial advisor with UBS Financial Services, based in Knoxville, TN, and has been with the firm since 2024. Her prior experience includes roles at Chick-fil-A and the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jayme Bailey is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Knoxville, TN, where he has worked for 26 years. He is part of a large institutional firm with extensive experience in private wealth management. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities.

Jonah Stooksbury is a financial advisor with UBS Financial Services in Knoxville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at King Real Estate Services, Inc. and Stooksbury Property Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Michael Jenkins is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, Jenkins serves as an assistant middle school basketball coach for the Blount County Board of Education. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions delivered through affiliated entities.

James Dugan III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at Thrivent Financial since 2019, as well as previous positions at 21st Mortgage Corporation and independent contract work with the Cleveland Browns and University of Tennessee Football. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

James Kidwell is a Series 66-credentialed financial advisor with Edward Jones in Knoxville, TN, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 and investment solutions and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Derek Knoernschild is a Series 66 licensed financial advisor with 16 years of experience, currently serving at Thrivent Investment Management in Knoxville, TN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a wide range of financial topics, with the option to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Chad Clark is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated firm since 2014. Outside of his advisory role, he is involved in managing business operations as a partner and co-owner of practice management firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice, combining investment research and algorithmic tools to help clients manage income sources and tax-aware withdrawal strategies.

Tyrone Matheny is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has two years of industry experience, including prior service in the U.S. Marine Corps. His career also includes a period of retirement before joining Mass Mutual in 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Timothy Davenport is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 13 years of industry experience. He has worked with Merrill since 2013 and with Bank of America, N.A. since 2014. 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 offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party style managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marshall Harkrider is a financial advisor with Robert Baird & Co. in Knoxville, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Northwestern Mutual Life Insurance Company and various positions related to education and local organizations. Robert Baird & Co.’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology, including artificial intelligence.

William Stamper is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining UBS in 2020, he worked at Bank of America and Merrill Lynch. He is involved in his community as a committee member of the budget and finance committee at Sequoyah Hills Presbyterian Church and serves on the board of directors for the SHPC Benevolence Foundation, which supports local charities in Knoxville. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services including portfolio management, financial planning, underwriting, and securities lending.

David Jeffries is a CFP® professional with 26 years of experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC for 21 years. He is a general member of the Financial Planning Association of East Tennessee and serves as executor of his mother’s will. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm relies on third-party program sponsors and offers a range of advisory models implemented through various platforms.

Ryan Keeton is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2025, he worked for ten years at Plateau Electric Cooperative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Benjamin Collins is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following a tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 2004. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a variety of strategies and investment approaches tailored to client goals and risk tolerances.

Todd Rechenbach is a financial advisor with LPL Financial in Knoxville, TN, holding the ChFC® designation along with Series 63 and 65 licenses. He has 33 years of industry experience, including 20 years at Private Client Services, LLC and Woodbury Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.