Andrew King is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. King is also the sole owner of SAR Resources, LLC, a non-financial services business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools.

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.

Jason Mooney is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2021 and has over 20 years of experience at Regions Bank. In addition to his advisory role, he is involved in customer service and lending activities at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

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.

Bradley Stafford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at First Tennessee Brokerage Inc. since 2001 and was affiliated with Ftb Advisors, Inc. in 2013. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

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 at OSAIC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Trustfirst, Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. Macdonald maintains a Tennessee insurance license to sell variable annuities and life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing across various investment vehicles.

Nicholas Chase is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America, JP Morgan Chase, New York Life, and Regions Bank. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anna Mc Cready is a financial advisor with LPL Financial, holding a Series 66 designation and currently at the start of her advisory career. Her prior experience includes roles at First Horizon Advisors, Home Federal Bank, and Enrichment Federal Credit Union. She also has background in education from Bryan College and experience outside finance with AMEWAS, Inc and Solomons Daycare Center. 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 portfolio programs, third-party asset management, and institutional platforms.

Paige Christenberry is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and over 21 years of industry experience. She has worked with Cetera Investment Services LLC since 2013 and Regions Bank since 2010. Christenberry serves on the Junior Advisory Boards of the Great Starts of Helen Ross McNabb Center and the Cystic Fibrosis Foundation, contributing to fundraising and community awareness efforts. She also acts as board member and treasurer for Slated for Grace Ministries, Inc. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform that includes discretionary and non-discretionary program structures with access to various third-party money managers.

Robert Howard is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and Cetera Investment Services since 2013 and 2014, respectively, and also has experience at Regions Bank beginning in 2012. Outside of his advisory work, he serves as the executor of the Robert Howard estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a large network of independent advisors.

David Brooke is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Private Client Services, LLC and Woodbury Financial for 20 years, among other firms. Brooke is also involved in a real estate rental business as a co-owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Christopher Renshaw is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2021. His prior experience includes roles at Regions Bank and Alumni Hall. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

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.