Adriel McCord is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has previously worked at FTB Advisors, Inc. since 2013 and currently serves as Vice President and Relationship Manager at First Horizon Bank. Outside of finance, he owns a mobile DJ service and sits on the board of the Tellico Reservoir Development Agency, a nonprofit organization. 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 advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management alongside model portfolios and cutting-edge research.

Garrick Ralston is a financial advisor with Morgan Stanley, holding a Series 66 license and 17 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

David Elias is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Elias holds Series 63 and Series 65 designations. Outside of his advisory role, he is the sole owner of Elias Development LLC, a software development business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling.

Annette Winters is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 4 years of industry experience. She has been with UBS since 2020 and previously worked at Merrill Lynch from 2013 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based investment solutions tailored to client goals.

Todd Kelly II is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, The Trust Company of Tennessee, and several other organizations. He is the founder and president of the TKJ Foundation, a nonprofit that creates athletic experiences focused on character development for local youth. 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 a range of individual and institutional clients.

Taylor Shannon is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Shannon was involved with Knox Ridge Apartments and has longstanding roles at the University of Tennessee Knoxville and Knoxville Catholic High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to deliver tailored financial advice.

Locke Carter Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 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. Outside of his advisory role, he has ownership interests in two non-investment related entities, Homestead Properties, LLC and Buccaneer Court, LLP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Green is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Great Smoky Mountain Institute at Tremont, an educational nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Craig Mayfield is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Kimberly Roberts is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and research-driven investment strategies.

John Kennedy III is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Greensview Wealth Management and Trustfirst, Inc. Kennedy operates a sole proprietorship selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing various asset-allocation tools and offering access to third-party managers and unified managed accounts.

Kenneth Hayes is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. He is based in Knoxville, TN. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Deanna Gonzalez is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at First Tennessee Brokerage for 19 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Susan Morris is a financial advisor at UBS Financial Services with 38 years of industry experience. She has been with UBS since 1987. She holds the Series 63 designation and is based in Knoxville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Donnie Iverson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1999 and joined Merrill Lynch in 2007. Donnie is part of the Cagle Cross Group, a team of professionals with over 100 years of combined experience, collaborating to provide comprehensive wealth management services. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, personal retirement planning, tax minimization, and retirement income. Donnie advises working professionals and retirees both within the Knoxville area and nationally, leveraging his experience through various market conditions to help clients achieve their long-term financial goals. Donnie holds the CERTIFIED FINANCIAL PLANNER® certification obtained in 2012 and graduated magna cum laude from Freed-Hardeman University in 1999 with a bachelor's degree in Business. He serves on the President's Council and the College of Business Advisory Board at his alma mater. Residing in West Knoxville with his wife Jamie and their three daughters, Donnie is active in his community, attending the Karns Church of Christ where he teaches classes, and participating in mission work in India and local outreach activities. He enjoys playing golf and is a fan of Tennessee football.

Jeffrey Roberts is a financial advisor with Ameriprise in Powell, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Susan Bryant is a financial advisor with Ameriprise in Lenoir City, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts within its advisory solutions.

Jonathan Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he manages a landscaping business in Knoxville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s research.

Farrell Scott is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, holding four years of experience at the firm and a total of six years in the industry. Prior to his financial advisory career, he managed shifts and large catering orders at Brenz Pizza Company in Knoxville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Christopher Cowan Banker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at IBM and Kimberly-Clark. Outside of his advisory role, he serves as president of the Governors Row Homeowners Association in Knoxville, TN. 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 employs a research-driven approach and offers a range of brokerage and advisory solutions supported by its large scale and extensive resources.