Miguel Perez Pena is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Cannon Financial Strategists, Northwestern Mutual, and a background in education at the University of Georgia and two international schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Emily Puckett is a Series 66-registered financial advisor with UBS Financial Services in Knoxville, TN, where she has worked since 2018. She has six years of industry experience and has also been involved in yoga instruction at The Glowing Body, a studio she has been affiliated with since 2017. Additionally, she has acted in Christian theatre productions with The WordPlayers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including 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 advice to clients.

Gaines Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He serves a diverse clientele that includes active and retired physicians, attorneys, small business owners, executives, government contractors, engineers, entrepreneurs, foundations, and multiple generations of client families throughout Tennessee and nationwide. With more than 35 years of experience, Gaines emphasizes a client-first philosophy focused on understanding each client's unique financial and personal goals. As a founding member of The Norris Walker Group, he collaborates with fellow financial professionals to create responsive, tailored strategies and cultivate enduring client relationships. Gaines is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant and holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Tennessee System and has served six years in the U.S. Army National Guard. Outside of his professional work, Gaines is active in his church and has participated in leadership roles with Bible Study Fellowship since 1990. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, reading, spending time with family, and traveling.

Brent Trentham is a CFP®-certified financial advisor with Ameriprise in Knoxville, TN, bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the University of Tennessee College of Education, Health & Human Sciences and is involved in managing a vision and business planning practice. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sophie King is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 11 years of industry experience. She previously worked at Northwestern Mutual in various capacities for over a decade before joining MassMutual Life Insurance Company and MML Investors Services, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and deliver written recommendations.

Kristine Novello is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and five years of experience at UBS. Her career includes prior roles at Monat since 2018 and six years with School District U-46. Outside of financial services, she has done seasonal retail work organizing inventory at Kohl’s. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Susan Crunk is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James since 2017, following prior roles at Wells Fargo Advisors. Outside of her advisory role, she serves on the finance and investment committee at Hendersonville First Baptist Church, where she participates in financial oversight and budget approval. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports its clients through a broad network and specialized programs.

Scott Rhea is a Certified Financial Planner® with 33 years of industry experience. He has been with UBS Financial Services since 2013. Based in Knoxville, TN, he holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and a broad range of financial services, including discretionary portfolio management and capital markets activities.

William Farrell is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with UBS Financial Services since 1995. In addition to his advisory role, Farrell provides business advice to professional athletes through a partnership called Precise Advisory. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, proprietary research, and capital markets expertise.

Jonathan Oakes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Commonwealth Financial Network, and other firms. Oakes serves as an advisory board member and senior warden at the Episcopal Church of the Ascension in Knoxville and is also a board member of the Ijams Nature Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform including custody, underwriting, and capital markets services.

William Hicks is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Johnson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience at Durfee Financial Services, Bob Johnson Insurance, and Home Federal Bank of Tennessee. Adam also worked in education and food service before entering financial advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Cameron Van Burkleo is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Outside of advising, he owns a rental property in Sevierville, Tennessee, which is primarily managed by his spouse. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a national network of over 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Dugan McLaughlin is a Private Wealth Advisor and founder of the McLaughlin Group within Merrill Private Wealth Management. He has over 35 years of experience advising a select group of business owners, executives, and their families on the management, preservation, and stewardship of significant wealth. His expertise includes guiding families through expanding, transferring, or selling family businesses, preserving wealth across generations, enhancing portfolio diversification, managing concentrated exposure risks, optimizing balance sheets through debt structuring, and supporting philanthropic goals. McLaughlin holds a Bachelor's degree from the University of Tennessee and has lived in Knoxville for more than 50 years. He has served in leadership and contributor roles with local organizations, including as a director for the Boys & Girls Clubs of the Tennessee Valley and Zoo Knoxville. He and his wife, Stephanie, reside in Knoxville with their three children. His professional designations include Personal Investment Advisor (PIA). Throughout his career, Dugan McLaughlin has been recognized for distinguished service, having been named to Barron's "Top 1,000 Financial Advisors" from 2011 to 2013, Barron's "Top 1,200 Financial Advisors" from 2014 to 2019 and again in 2022-2023, and Forbes "Best-in-State Wealth Advisor" in 2018 and 2019, as well as Forbes "Best-in-State Wealth Management Teams" in 2023. His client focus areas encompass college and education planning, family wealth management strategies, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, and tax minimization. In his personal time, he enjoys boating, fishing, spending time with family, and watching movies.

Jacob Rechenbach is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Woodbury Financial Services, Charles Schwab, and OSAIC. 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 of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Timothy Champ is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he served in the Air Force Reserves from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Eugene Pope is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at F&M Bank and Academy Sports & Outdoors, as well as having a background with Tennessee Technological University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of services supported by proprietary research and market analysis.

Thomas Keeler is a financial advisor with Robert W. Baird & Co. in Knoxville, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at NAI Koella | RM Moore, Reynolds and Reynolds, and CosmoProf Beauty. He serves as Board President of the Holston Hills Neighborhood association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jeremy Cox is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory role, Cox is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, where he serves in an administrative capacity. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm’s approach includes holistic, goal-based planning that can be combined with managed-account programs, while maintaining separate planning and investment management services.

Ryan Greer is the Resident Director at Merrill, specializing in connecting clients with tailored financial plans to meet their unique ambitions. He has been a financial advisor since 2004 and focuses on areas including financial planning, wealth accumulation, investment research, retirement planning, estate planning services, and college funding. Ryan holds a Bachelor's Degree in Finance from Tennessee Technological University. During his time there, he was a four-year golf letterman, earning All-Conference and Academic All-Conference honors, and served as Captain of the golf team for two years. He holds the Personal Investment Advisor (PIA) professional designation. Ryan lives in Knoxville with his wife, Jenny, and their two children, Amelia and Walker. He serves on the Executive Board of the Tennessee Golf Association and is part of the Knoxville Advisory Board for the American Heart Association.