Linda Blanc is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Daniel Waters is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2006 to 2008. Waters holds an inactive life and health insurance license and receives trail commissions from prior insurance activities. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Stanger is a financial advisor affiliated with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and Optimum Senior Benefit Group. He is also involved with ORNL Credit Union and Optimum Senior Benefits Group, which provides Medicare Advantage and supplemental PDP services. 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 portfolios, third-party asset management, and institutional platforms.

Christine Gilmore is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. She also has experience as a delivery driver for Amazon Flex and as a rideshare driver for Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities to tailor solutions to client goals and risk tolerances.

Nathan Burcham is a Certified Financial Planner™ with 10 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2016 to 2024. Burcham is also involved with Burcham Benefits, LLC, a financial advisory and insurance sales firm he has been associated with since 2015. Outside of his advisory work, he serves as treasurer for Breast Connect, a breast cancer survivor support nonprofit, and is a director of NextGen for the Financial Planning Association of East Tennessee, where he organizes programming for young financial planners. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with multiple platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage discretionary and non-discretionary portfolios containing various investment products.

Petra Dunn is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1991 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Petra received her Bachelor of Science degree with a major in Finance from the University of Tennessee and completed her high school education at Hixson High School. Petra's expertise includes family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. She employs a proprietary process to design customized wealth management strategies that focus on preserving and growing wealth. She assists clients with tax and estate planning issues, collaborating with their advisors to develop tax minimization and estate planning strategies. Outside of her professional work, Petra is involved in community organizations such as Amachi, Christian Hospitality Network, and YWCA. She has served on various boards and is a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier.

Angela Mecha is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates for 12 years before joining Merrill in 2025. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Skiles is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Edward Jones, Brogan Financial, FTB Advisors, First Tennessee, and Truist Investment Services. Outside of her advisory role, she is associated with Publishing Advantage Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies. The firm manages over $1 trillion in assets and operates a large network of advisors and offices nationwide.

Mikayla Teal is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Horizon, Northwestern Mutual Investment Services, and Eric Neumann. Outside of advisory work, she is a content creator on TikTok, producing videos to drive product sales. 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 supported by proprietary research and model-based asset allocations.

Robert Denovo III is a Certified Financial Planner (CFP®) and Series 66 holder with 20 years of industry experience. He is affiliated with Raymond James Financial, where he has worked since 2007, and has also held a role at Pinnacle Bank since 2014. Outside of his advisory work, Denovo serves in several nonprofit leadership positions, including Treasurer and Deacon at Resurrection Presbyterian Church and board member roles with Soar Youth Ministries and the Trinity Health Foundation of East Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling, supporting clients through various advisory programs and specialized services including municipal advisory and SIMPLE IRA employer consulting.

Nicholas Skvara is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 credential and five years of industry experience. Prior to his current role, he worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of advising, he is a partner in Crystal Lures, a recreational business, and is involved in digital marketing through SKEEF LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Todd Wright is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2001, including 15 years with Ameriprise Financial Services, Inc. Wright serves as a board member and street representative for the Forest Heights Homeowners Association, where he helps welcome new residents and organize neighborhood activities. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Casey Dout is a financial advisor with Primerica Advisors in Oak Ridge, TN. He holds Series 63 and Series 65 licenses and has professional experience since 2018, including roles at Bluemont Group, LLC and Starbucks Coffee Co. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm utilizes model-delivery strategies and third-party asset managers to provide diversified advisory services across a broad advisor network.

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 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2003 to 2009. Elias holds Series 63 and Series 65 licenses. He is the sole owner of Elias Development LLC, a software development business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in assets and provides planning through a structured process that includes scenario modeling and advisory support.

Samuel Shelley is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at The Trust Company of Tennessee, Truist Advisory Services, and Truist Investment Services. Outside of his advisory work, he is also an associate at Marzolf Investment Group, LLC in Knoxville, TN. 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, institutions, and corporations. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Charles Earle Jr. is a Series 66 licensed financial advisor with over 20 years of industry experience. He is affiliated with LPL Financial and has held positions at several firms including INVEST Financial Corporation and Securities America Advisors, Inc. Since 2017, he has also been involved with ORNL Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment options, including model portfolios, third-party management programs, and institutional platforms, supported by advanced operational and research tools.

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.

Christopher Shamblin is a financial advisor at Edward Jones in Oak Ridge, Tennessee, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education at several local schools from 2016 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.