Philip Faulk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has worked at Pinnacle Financial Partners and affiliated entities since 2016, providing wealth management advice and managing client investment accounts. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Theresa Valero is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Merrill Lynch for three years and spent five years with St. Mary's Legacy Clinic. Valero holds the Series 66 designation. 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.

Alicia Newhouse is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2018. Newhouse is also employed by Pinnacle Bank as a registered sales assistant. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm provides tailored, non-discretionary planning and supports its recommendations through advisory programs and technology-driven analytical tools.

Ashley Martin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in its investment approach.

Stephanie Hawkins is a financial advisor with LPL Financial and holds a Series 63 designation. She has 31 years of industry experience and has worked with First Tennessee Brokerage, Inc. since 1997 and Ftb Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Kimberly Mcfall is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services from 2013 to 2020. Outside of her advisory role, she has a 50% ownership interest in a family business, Manicure Family Holdings, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Heather McKinney is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been associated with Raymond James and Pinnacle Financial Partners since 2013. In addition to her advisory role, she works with Pinnacle Asset Management, engaging clients on banking and investment needs referrals. 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 clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.

Jillian Fenech is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Knoxville, TN. She has previously worked with Pinnacle Asset Management and Highland Capital Brokerage/Miller Loughery Beach. Fenech is part of the wealth management team known as Align Private Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored, non-discretionary planning and analytical tools to support client goals. The firm is notable for its municipal advisor affiliation and recent addition of a SIMPLE IRA Employer Advisory & Consulting Services program.

Brett Stephens is a CFP® with 18 years of experience in the financial advisory industry. He has worked at Edelman Financial Engines and its predecessor entities since 2016, and previously spent seven years with TMFS Knoxville LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Toby Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 23 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Chaunda Jetton is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Her prior experience includes roles at Bank of America, N.A. She is also involved as a member of Young Living Essential Oils, where she refers friends and family. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeremy Nelson is a financial advisor at UBS Financial Services in Knoxville, TN, with 14 years of industry experience. He has been with UBS since 2015 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved as an LLC member of Three Rivers Angler, a business that sells fly fishing gear and offers guided trips, and serves as treasurer and finance committee chair on the board of directors for the Historic Bijou Theatre foundation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services alongside proprietary research and analytics.

Erin Hall is a Series 66 licensed financial advisor at Edward Jones in Knoxville, TN, with four years of industry experience. Prior to joining Edward Jones in 2021, Erin worked in several CrossFit-related roles and was self-employed from 2018 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Gary Parker is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. while maintaining a long-term presence in the Tennessee financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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 various investment strategies.

Amanda Grubb is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017 following a one-year tenure at The Oliver Royale. Based in Knoxville, TN, she provides investment advisory services through UBS's extensive platform. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Natalie England is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Knoxville, TN. She has three years of industry experience, including prior work at Clayton Homes and Vanderbilt Mortgage. Outside of her advisory role, Natalie serves as Cheerleading Commissioner for a local youth sports organization, managing program coordination and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account services under a consolidated billing option.

Andy Johnson is a Series 66-licensed financial advisor at UBS Financial Services in Knoxville, TN, with 21 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through its integrated platform.

Charles Rollins is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Empire Distributors, Volunteer Pharmacy, and Associated Brands. 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.

Avery Massengill is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was associated with CitiGroup Global Markets Inc starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs using structured planning tools and investment analysis from its Global Investment Committee.

Christy Lederer is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 license and four years of industry experience. She previously worked at Cetera Investment Advisers and Regions Bank. Lederer serves as president of the Webb School of Knoxville Alumni Association and is a member of its board of directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.