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 financial advisor at LPL Financial with seven years of industry experience. She has worked at LPL Financial since 2025 and has a decade of experience with FTB Advisors. Prior to her advisory roles, she was employed by Hilton for five years. 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 portfolio programs, and institutional platforms, supported by extensive resources and a broad network of over 22,800 advisors.

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 at LPL Enterprise with a Series 66 designation. He has been with LPL Enterprise since 2025 and has prior experience with Re-Find Estate, Axis Inc., and The Goose Chase. Outside of his advisory roles, he has a background that includes work related to homeschooling. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and various institutions. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and a range of affiliated financial services.

John Sergent is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at First Horizon since 2009 alongside his current role at LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Melissa Clark is a financial advisor with LPL Financial based in Knoxville, TN, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes long-term roles at First Tennessee and First Tennessee Brokerage Inc before joining LPL Financial. 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 and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

Melissa Johnson is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley and its affiliate firms since 2019 and is also involved with Heritage Ministries, Inc., a civic and community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

David Reynolds is a financial advisor with LPL Financial in Maryville, Tennessee, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked previously with First Tennessee Brokerage, Inc. and 1 St Tn Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Brandie Julian is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with three years of industry experience. She has worked in various roles across financial services and related fields since 2015. Outside of her advisory role, she is a director of the Smoky Mountain Music Festival, a family business based in Knoxville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured planning tools and a comprehensive investment approach.

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.