Andrew King is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 12 years of industry experience, including a decade at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is the sole owner of SAR Resources, LLC, a non-financial services business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual collaborative planning engagements using firm-approved tools to analyze client goals and deliver written recommendations.

John Miller Jr. is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2004. Outside of his advisory work, he is involved in screenplay writing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment solutions and related financial services.

Hampton Peters is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Private Bank and other diverse positions outside finance, such as with Silver Screen Bottling Company and Old City Athletic Club. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and planning tools but generally does not provide individual security recommendations as part of standalone plans.

Jackson Turner is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Edward Jones, TD Ameritrade Investment Management, and Scottrade. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies, including tax-aware processes and defensive tactics.

Timothy Tubbs is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at TIAA, Cetera Investment Advisers LLC, Regions Bank, and Ameriprise Financial Services, among others. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Macdonald is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience and has previously worked at Trustfirst, Inc. and Greensview Wealth Management. He is also licensed in Tennessee to sell variable annuities and life insurance through Trustfirst, Inc. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services. The firm utilizes proprietary asset-allocation tools and supports a variety of investment products and third-party platforms for portfolio management.

Nicholas Chase is a financial advisor with Merrill in Knoxville, TN, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, New York Life, and Regions Bank. 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, and institutions.

Anna Mc Cready is a financial advisor with LPL Financial and holds the Series 66 designation. She has recent experience at several financial institutions, including Home Federal Bank and First Horizon Advisors. Her background also includes roles outside traditional finance, such as work at Solomons Daycare Center and Bryan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

David Brooke is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He previously worked at Private Client Services, LLC and Woodbury Financial for two decades each, and spent one year at OSAIC. Outside of his advisory role, he is a co-owner of a real estate rental business and is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Anderson is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Ameriprise since 2002, initially at Ameriprise Financial Services, Inc., and continuing with the firm through its current structure since 2020. Between 2016 and 2018, she was involved in an entrepreneurial venture with Wine Shop at Home. Ameriprise is an institutional firm serving clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Gregory Ward is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in commercial real estate ownership in Knoxville, Tennessee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Ashley Bourne is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 65 designations. 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 utilizes proprietary capital market assumptions and research to tailor portfolio strategies aligned with clients’ goals and risk tolerances.

Jennifer Craven is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on creating customized wealth management strategies to help clients achieve their financial and life goals. She works with affluent individuals, families, business owners, entrepreneurs, executives, and professionals, offering expertise in areas such as college education planning, divorce transition planning, legacy planning, philanthropic planning, socially responsible investing, and women and wealth. Jennifer holds a Bachelor of Science degree from The Pennsylvania State University with a major in Marketing and minors in Japanese and International Studies. She began her career in New York City as a Senior Account Manager with a Fortune 500 company before joining Merrill Lynch Wealth Management in 2013. As a CERTIFIED FINANCIAL PLANNER® professional as well as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor, Jennifer collaborates with clients and their other professional advisors to design, implement, and review tailored financial plans that include tax minimization and estate planning strategies. Outside of her professional work, Jennifer is dedicated to serving her community and serves on the board of The Restoration House of East Tennessee. She enjoys spending time with her family and dogs, traveling, boating, hiking, singing, and playing the piano. She is also involved with organizations such as KARM, Olive Tree Early Learning Academy, The Restoration House, and YWCA Knoxville.

Skylar Thompson is a financial advisor at J.P. Morgan Securities with three years of industry experience. Thompson holds a Series 66 designation and has worked at firms including LPL Financial and Community Bank Systems Inc. Outside of financial services, Thompson has experience working with municipal and educational organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Reid Mclaughlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the unique goals and financial circumstances of high net-worth individuals and families. Reid's client focus areas include family wealth management, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, and tax minimization. Reid earned a Bachelor of Science degree in Economics with a minor in Finance from the University of Tennessee. He holds the Personal Investment Advisor (PIA) designation. Having grown up in the financial services industry alongside his father, who has over 30 years of experience, Reid joined Merrill Private Wealth Management in 2014 and is committed to delivering customized strategies through a one-on-one approach with his clients. Outside of work, Reid is involved in his community and spends his personal time enjoying fishing, football, music, soccer, and family activities.

Debra Galbraith is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 10 years before joining UBS in 2026. UBS Financial Services 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 and provides access to proprietary research and capital markets products.

Ronnie Rochelle is a CFP® professional with 34 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a Knox County Commissioner and is involved in website design and fixed insurance sales. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Caleigh Herring is a Series 66-licensed financial advisor with Fidelity in Knoxville, TN, and has two years of industry experience. Her prior roles include positions at UT-Battelle and the University of Tennessee - Knoxville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers portfolio management, fund advisory, and model portfolios designed for intermediary platforms, with distinctive activities including commodity pool operation and advisory roles to registered investment companies.

Christina Beals is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. Beals also holds a sales supervision principal position with Advisor Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to construct and manage portfolios.

Rachel Rosenbaum is a Series 66-credentialed financial advisor with UBS Financial Services, based in Knoxville, TN, and has been with the firm since 2024. Her prior experience includes roles at Chick-fil-A and the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.