Davis Petersen is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 registrations and possessing 34 years of industry experience. His prior roles include positions at Raymond James & Associates and Morgan Keegan & Company, LLC. Petersen has been with Morgan Stanley and its Private Bank division since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Joshua Klinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. He has previously worked at Tennessee Valley Asset Management Partners, LPL Financial, Raymond James & Associates, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Shannon Krause is a financial advisor with Ameriprise in Maryville, TN, holding a Series 66 designation and 11 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service aimed at 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, delivering non-discretionary recommendations through a centralized consulting team.

Jeffrey Lane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Edward Jones for 14 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kevin Knoernschild is a financial advisor with Thrivent Investment Management in Knoxville, TN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Knoernschild has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various topics, while keeping planning and managed-account services separate under a consolidated billing option.

Hunter Millsaps is a financial professional at Cetera with Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at 49 Financial, Purshe Kaplan Sterling Investments, and Cetera Wealth Services. Outside of finance, he is an owner of Premier Pickleball of Knoxville, a local pickleball club. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and custodial relationships.

Randy White is a CFP® professional with 40 years of industry experience, currently serving at Ameriprise since 2020, and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He manages his financial planning practice through RTW Enterprises, LLC, and holds board positions with The Commons at Hardin Valley Owners Association and Smokey Mountain DockDogs. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Adkisson is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and four years of industry experience. He has worked at Merrill Lynch and Bank of America since 2021 and previously held roles at DoorDash and the University of Tennessee. Outside of his advisory work, Adkisson serves as a board member for the University of Tennessee’s College of Music and the Haslam College of Business, and he performs as a cellist for a local church event. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients, supported by internal and third-party investment professionals.

Brian Welch is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC and various divisions within Morgan Stanley since 2008. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

James Lankford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial and FTB Advisors, Inc. prior to his current roles, which include positions at First Bank and FirstBank Investment Partners. His responsibilities also extend to insurance advisory through FirstBank Insurance Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to inform client recommendations, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gail Hatfield is a CFP® with LPL Financial in Knoxville, TN, bringing eight years of industry experience. She worked at UT Federal Credit Union before joining LPL Financial in 2017. Hatfield is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of investment strategies and financial planning tools through a large network of investment adviser representatives.

Thor Victorson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked at First Tennessee and its related entities since 2002 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options utilizing model portfolios, third-party subadvisors, and customized strategies.

Ellen Coppinger is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera in Oak Ridge, TN. She has previously worked with LPL Financial, PFG Advisors, and CUNA Brokerage Services. Outside of her financial advisory career, she co-owns Fall Harvest Farms Inc., where she manages administrative duties and store operations on weekends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of investment management and financial planning services, utilizing multiple program structures and access to third-party money managers.

Jeffrey Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at J.J.B. Hilliard, W.L. Lyons, LLC and Citigroup Global Markets. He also serves as a successor trustee for a long-time friend's trust. He is part of The DDK Group, a team within Robert W. Baird & Co.'s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services.

Joshua Carter is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and nine years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Robert Ball is a financial advisor with Edelman Financial Engines, holding a Series 65 credential and three years of industry experience. He has worked at Edelman Financial Engines since 2022, including time at its predecessor, Financial Engines Advisors L.L.C. Outside of his advisory role, he maintains a real estate license with Realty Connect but does not engage in active duties there. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Ryan Kelly is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner at NAD Ventures LLC, an investment and finance-related firm based in Knoxville, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning utilizing firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a comprehensive advisory platform that includes Financial Advisors and Estate Planning Strategies.

Alicia Norton is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Clara Parker is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 65 designations and three years of industry experience. Her prior work includes roles at First Horizon Advisors, Regions Bank, and Citibank. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary financial planning and investment consulting tailored to client goals, supported by analytical tools and a large advisor network.

Sean Wilson is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Legacy Capital Advisors, LPL Financial, and Merrill Lynch, Pierce, Fenner & Smith/Bank of America. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.