Andrew Venable is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner in a local shredding business in Alcoa, Tennessee. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mac Stevens is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Ameriprise offers a retirement-income planning service designed for 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Jones is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63, 65, and 66 credentials and 21 years of industry experience. He previously worked for First Tennessee Brokerage, Inc. for 20 years and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services supported by extensive technology and investment options.

Sarah King is a financial advisor at Merrill in Knoxville, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Appalachian Tool Works LLC, United Majestic RV Resort, Newport Hospitality Group, Frontier Communications, and On-Board Companies. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Moles is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at IBM for 18 years. 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, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Erin Cutrell is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. She is also an associate financial advisor with Axiome Advisory Group, LLC, a franchise of Ameriprise. 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 income planning and tax-aware withdrawal strategies, supported by proprietary research and collaborative advisory teams.

John Macdonald is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Bryan Kagarise is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Delauna Pack is a financial advisor at Edward Jones with six years of industry experience. She has held her current position since 2019 and previously worked at Primary Energy Recycling from 2014 to 2018. Pack 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall White II is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2012. He holds a Series 66 license and manages operational development through his ownership of RTW Enterprises, LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lisa Goins is a financial advisor with LPL Financial, holding the Series 66 designation and 14 years of industry experience. Her prior work includes roles at Sagepoint and OSAIC Services, with over a decade of experience at both firms. She is based in Knoxville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of over $819 billion in discretionary assets.

Traci Hejna is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes through techniques such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Joshua Michael is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2024. Outside of finance, he spent time at Soundtrax Records and has been involved with Carson-Newman University and Morristown Covenant Academy. 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, using collaborative, goal-focused approaches without investment discretion in planning engagements.

Micah Dennis is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at First Horizon Advisors. Outside of his advisory role, he is involved in artistic and musical pursuits through his business, MNDCraftyShop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Jason Jonson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at First Horizon Advisors and First Horizon Bank. He has also held various roles at the University of Tennessee Humanities Center and Department of History. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Durfee is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with Bob Johnson Insurance Inc. for 30 years. Outside of advisory work, he sells football cards on eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with tools such as machine learning while overseeing more than $819 billion in discretionary assets and a large network of investment adviser representatives.

Jonathan Collins is a financial advisor at UBS Financial Services in Knoxville, TN, holding a Series 66 designation. He began his advisory career in 2024 after prior experience in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Brent Christian is a CFP® professional with 16 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Knoxville, TN. In addition to his advisory role, he is involved in group insurance sales, including group life, health, and long-term disability plans. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jonathan Matthews is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., Securities America Advisors, Inc., and SSN Advisory, Inc. In addition to his advisory career, Matthews owns and operates JonSpot Photography, specializing in wedding, family, and senior photo sessions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and managed account solutions. The firm employs firm-provided asset-allocation tools and supports multiple platforms and third-party services to construct diversified portfolios tailored to client needs.

David Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. He joined Morgan Stanley in 2017 after three years at Jessup & Associates and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.