Michelle Johnston is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a partner and CPA at Burns & Johnston CPAs and Business Advisors LLP, where she has worked since 1993. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Whitman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients.

James Powers is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Greensview Wealth Management and TrustFirst, Inc. Powers serves as a board member for The Dream Connection, a nonprofit focused on fulfilling the wishes of children with life-threatening illnesses. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across a variety of investment products and account management options.

Cheryl Jenkins Nelson is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Ethan Mashburn is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 research and model portfolios.

Kimberly Whitted is a financial advisor with Merrill in Knoxville, TN, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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.

Patrick Johnson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. Outside of his advisory work, he is a bass player with the band Scull Soup. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services with access to model portfolios, third-party research, and technology-driven investment strategies.

John Ahearn III is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds a Series 63 designation and has been with UBS in various capacities since 2002. Outside of his advisory role, he serves as Treasurer on the Alumni Council for St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to deliver tailored financial planning and portfolio management services.

Daniel Waters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ann Stalans is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2002. Outside of her advisory role, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

Christine Gilmore is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. Outside of advising, she is also engaged as a delivery driver for Amazon Flex and a ride-share driver for Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.

Nathan Burcham is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc. He is also involved as Treasurer of Breast Connect, a nonprofit supporting breast cancer survivors, and serves as Director of NextGen for the Financial Planning Association of East Tennessee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses firm-provided asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build diversified portfolios across various asset classes.

Petra Dunn is a Wealth Management Advisor with extensive experience in banking and wealth management. She began her career in the financial services industry in 1991 and holds a Bachelor of Science degree in Finance from the University of Tennessee. Petra is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Petra helps clients create customized wealth management strategies focused on preserving and growing their wealth while addressing tax and estate planning issues. She works with a limited number of families to provide dedicated attention and utilizes a proprietary process she developed to align wealth management with clients' life priorities and goals. Petra is involved in her community as a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier. She supports various non-profit organizations, serving on boards such as the Christian Hospitality Network, The Center School, One Vision International, and The City Ballet. Petra is also a mentor for Amachi Knoxville.

Angela Mecha is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates for 12 years before joining Merrill in 2025. 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 and profit-sharing plans, corporations, and charitable organizations.

Mikayla Teal is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Horizon, Northwestern Mutual Investment Services, and Eric Neumann. Outside of advisory work, she is a content creator on TikTok, producing videos to drive product sales. 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 supported by proprietary research and model-based asset allocations.

Robert Denovo III is a Certified Financial Planner (CFP®) and Series 66 holder with 20 years of industry experience. He is affiliated with Raymond James Financial, where he has worked since 2007, and has also held a role at Pinnacle Bank since 2014. Outside of his advisory work, Denovo serves in several nonprofit leadership positions, including Treasurer and Deacon at Resurrection Presbyterian Church and board member roles with Soar Youth Ministries and the Trinity Health Foundation of East Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling, supporting clients through various advisory programs and specialized services including municipal advisory and SIMPLE IRA employer consulting.

Nicholas Skvara is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 credential and five years of industry experience. Prior to his current role, he worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of advising, he is a partner in Crystal Lures, a recreational business, and is involved in digital marketing through SKEEF LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Lisa Helton is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016, following a brief tenure at Highlands Union Bank. Outside of her advisory role, she is involved in the rental of side-by-side UTVs in Sevierville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating with a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Todd Wright is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2001, including 15 years with Ameriprise Financial Services, Inc. Wright serves as a board member and street representative for the Forest Heights Homeowners Association, where he helps welcome new residents and organize neighborhood activities. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Julie Puryear is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for 16 years at My Family Dentistry. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.