Corey Wilson is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the sole proprietor of an investment-related company involved in rental property management in Knoxville, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

James Cagle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing over three decades of experience in working closely with affluent families to address their financial goals and streamline their investment processes. His client focus includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. Jim holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ in conjunction with the Wharton School of Business, University of Pennsylvania. He earned a bachelor's degree in Finance and Business Administration from East Tennessee State University. Jim resides in Knoxville and has two adult sons. In addition to his professional work, he is involved with several local charities.

James Johnson is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory work, he is the sole proprietor of Flat Creek Publishing and has authored a book, with another in progress. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Madison Moua is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with LPL Financial and has spent ten years associated with FTB Advisors. Prior to her advisory career, she worked at Hilton for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

Russell Wilson is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he serves as president of the board of directors for InterFaith Health Clinic, a nonprofit health clinic serving the working poor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Nicholas Favaro is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at TIAA and Belk Department Stores. 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.

Jonathan Butcher is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working with several firms since 2016, including Re-Find Estate and Axis Inc. Outside of his advisory roles, he has been involved with The Goose Chase and has experience in homeschooling. LPL Enterprise, LLC serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

John Sergent is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2025 and has been affiliated with First Horizon since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Melissa Clark is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes longstanding roles at First Tennessee and related entities since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Johnson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Dain Rauscher Incorporated and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Johnson is involved with Heritage Ministries, Inc., a community organization in Alcoa, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Brandie Julian is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she held positions at Herbert Tamer, CPA, Coldwell Banker Wallace, Cellular Sales of Knoxville, and TIS Insurance Services. Outside of her advisory role, she is involved as a director in the family business, the Smoky Mountain Music Festival in Knoxville, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Robert Rettig is a financial advisor at Ameriprise in Knoxville, TN, holding a Series 66 designation. He joined Ameriprise in 2025 after four years at MassMutual and six years in full-time education. He has no prior industry experience before 2021. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Bryan Mayo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining Wells Fargo in 2020. Outside of his advisory role, Mayo is a silent owner of Mayo Garden Center in Knoxville, TN. Wells Fargo Clearing provides retirement plan consulting and fiduciary services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Tyler Helton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior experience includes roles at First Horizon Advisors, FTB Advisors, Inc., and First Tennessee Bank. He serves on the boards of Sunshine Services and Summit View at Hodges Bend HOA and participates as a mentor with TN Achieves. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

John Springer is a Financial Advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at The Trust Company of Tennessee and Ernst and Young. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and research from UBS Global Research to tailor investment plans to clients’ goals and risk tolerances. The firm offers a broad range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

Robert De Caro Jr. is a financial advisor at Edward Jones in Knoxville, TN, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Harold Joines is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 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 Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit options in their investment menus.

Jeffrey Francis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 27 years of industry experience. He has worked at Pinnacle Bank since 2016 and has been with Raymond James since 2009. Francis is also involved with Align Private Wealth in a business development role and works with Pinnacle Asset Management building relationships and managing client assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

Mary Adkins is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 63 designation and 24 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Tammy Bradberry is a financial advisor at Edward Jones in Maryville, TN. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked with the YWCA Knoxville & the Tennessee Valley and the Fayette County Council for Domestic Violence, also known as Promise Place. 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 strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.