Stephen Norris is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 1977 following his active duty in the U.S. Air Force. He is a founding member of The Norris Walker Group, a team focused on helping clients navigate the complexities of wealth management across different stages of their financial lives. His professional approach emphasizes aligning financial strategies with the unique ambitions and priorities of each family he serves. With over 35 years of experience, Stephen specializes in areas including family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, small business strategies, investment strategy, tax minimization, and retirement income. His long-standing client relationships often extend beyond financial advising, reflecting a deep commitment to their financial and emotional well-being. Stephen holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from East Tennessee State University. Stephen's personal interests include baseball, basketball, football, golfing, reading, spending time with his family, and traveling.

Trisha Fares is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009, accumulating 17 years of industry experience. Based in Andersonville, TN, she is also a Mary Kay consultant outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by proprietary tools and research.

Theresa Valero is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Merrill Lynch for three years and spent five years with St. Mary's Legacy Clinic. Valero holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Alicia Newhouse is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2018. Newhouse is also employed by Pinnacle Bank as a registered sales assistant. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm provides tailored, non-discretionary planning and supports its recommendations through advisory programs and technology-driven analytical tools.

Chaunda Jetton is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Her prior experience includes roles at Bank of America, N.A. She is also involved as a member of Young Living Essential Oils, where she refers friends and family. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeremy Nelson is a financial advisor at UBS Financial Services in Knoxville, TN, with 14 years of industry experience. He has been with UBS since 2015 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved as an LLC member of Three Rivers Angler, a business that sells fly fishing gear and offers guided trips, and serves as treasurer and finance committee chair on the board of directors for the Historic Bijou Theatre foundation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services alongside proprietary research and analytics.

Erin Hall is a Series 66 licensed financial advisor at Edward Jones in Knoxville, TN, with four years of industry experience. Prior to joining Edward Jones in 2021, Erin worked in several CrossFit-related roles and was self-employed from 2018 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Jonathan Leonard is a CFP® with nine years of industry experience, currently serving at Mass Mutual Investors Services in Knoxville, TN. He has worked with MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Company since 2016. Leonard is also president of Nucleus Knoxville, a nonprofit business and social club where he organizes meetings and schedules speakers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers.

Amanda Grubb is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017 following a one-year tenure at The Oliver Royale. Based in Knoxville, TN, she provides investment advisory services through UBS's extensive platform. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Natalie England is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Knoxville, TN. She has three years of industry experience, including prior work at Clayton Homes and Vanderbilt Mortgage. Outside of her advisory role, Natalie serves as Cheerleading Commissioner for a local youth sports organization, managing program coordination and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account services under a consolidated billing option.

Andy Johnson is a Series 66-licensed financial advisor at UBS Financial Services in Knoxville, TN, with 21 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through its integrated platform.

Christy Lederer is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 license and four years of industry experience. She previously worked at Cetera Investment Advisers and Regions Bank. Lederer serves as president of the Webb School of Knoxville Alumni Association and is a member of its board of directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Armando Garcia is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. He is based in Knoxville, TN. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Orrico is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at the University of Tennessee Knoxville and Ingles Markets, Inc., as well as operating Cheers at Choto from 2019 to 2023. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Durante is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 1999. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ann Schueler is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2009. She operates under the DBA Ann Schueler Financial Services in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing strategic and tactical model approaches supported by research from LPL Research and third-party subadvisors.

Jon Tubbs is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, he serves on the missions committee of Christ Covenant Church, which oversees the financial support of missionaries both in the U.S. and abroad. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized portfolios across various asset classes.

Michael Ousley is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jillinn Wilson is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and as an independent insurance agent. Outside of her advisory role, she is involved with Oneill Marketing Florida as a health insurance agent. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Matthew Odom is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is involved with the Episcopal Church of the Ascension as a committee member responsible for leading meetings and budget decisions, and he teaches financial literacy and work readiness to elementary and middle school students through Junior Achievement East Tennessee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering fiduciary financial planning along with custody, underwriting, and capital markets services.