Armando Garcia is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. He is based in Knoxville, TN. 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 plans, corporations, and charitable organizations.

Frank Orrico is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at the University of Tennessee Knoxville and Ingles Markets, Inc., as well as operating Cheers at Choto from 2019 to 2023. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Durante is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 1999. 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, and various institutional investors.

Ann Schueler is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2009. She operates under the DBA Ann Schueler Financial Services in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing strategic and tactical model approaches supported by research from LPL Research and third-party subadvisors.

Emily Webber is a Series 66-licensed financial advisor with Morgan Stanley in Knoxville, Tennessee, where she has worked since 2015, including ten years at Morgan Stanley Private Bank, N.A. She has ten years of industry experience. Outside of her advisory role, she serves as a board member for a local religious organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning, supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Christina Phillips is a financial advisor with Edward Jones in Alcoa, TN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages rental properties in Maryville, TN. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Mackay is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo. Outside of his advisory role, Mackay serves as a public address announcer for the University of Tennessee Women's Soccer and the Knoxville Ice Bears and teaches introductory finance to eighth graders at the Tates School of Discovery. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jon Tubbs is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, he serves on the missions committee of Christ Covenant Church, which oversees the financial support of missionaries both in the U.S. and abroad. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized portfolios across various asset classes.

Thomas Unger is a CFP® professional at Edward Jones with six years of industry experience. He previously worked at Price Waterhouse Coopers and Sogeti USA (Capgemini). Outside of his advisory role, he coaches youth lacrosse for players aged 10 to 12 in the Knoxville area. 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 programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Matthew Odom is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is involved with the Episcopal Church of the Ascension as a committee member responsible for leading meetings and budget decisions, and he teaches financial literacy and work readiness to elementary and middle school students through Junior Achievement East Tennessee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering fiduciary financial planning along with custody, underwriting, and capital markets services.

Robert Williams is a financial advisor with Cetera, holding a Series 63 credential and 38 years of industry experience. He has worked at Millennium Wealth Management and Millennium Brokerage Group, among other firms, and is involved in fixed insurance retailing and wholesaling as a partner at Millennium Brokerage Group. Williams also serves as a trustee for several irrevocable trusts and operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, and oversees approximately $256 billion in assets with a broad client base.

Jonathan Laliberte is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two periods totaling four years, with prior roles at Bank of America and Calvary Chapel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Joshua Carter is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2010 and Bank of America since 2014. Outside of his advisory role, he serves as an advisory board member for the Boys and Girls Clubs of the Tennessee Valley, helping organize events to raise awareness for the organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Samuel Nash is a CFP® professional currently with OSAIC, bringing nine years of industry experience. He has worked at several firms, including Edward Jones and BDL Advisors, and is involved in his own insurance and securities businesses. He also serves as a public notary. OSAIC serves a diverse client base ranging from individuals to institutions, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment types.

Melinda Rogers is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has nineteen years of experience in the wealth management industry, beginning her career in 2005 at UBS in Jackson, Tennessee. Since joining Merrill Lynch in 2012, Melinda has specialized in providing investment and account management services to clients, acting as a liaison between clients, team members, and specialists throughout the firm. Melinda holds a Bachelor of Business Administration degree in Marketing from Freed-Hardeman University and earned her CERTIFIED FINANCIAL PLANNER® certification in 2018. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She focuses on client areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Originally from West Tennessee, Melinda and her husband, Luke, reside in Lenoir City with their two young daughters. She enjoys spending time with family, cooking, antiquing, basketball, fishing, woodworking, and watching movies. Melinda is also a member of Hardin Valley Church of Christ and supports the American Cancer Society.

Melissa Williams is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Shara White is a CFP® and ChFC® with eight years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Maryville, Tennessee. 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 through a broad network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kimberlie Jarrard is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at FTB Advisors, Inc, SunTrust Advisory Services, and SunTrust Bank. Her practice is based in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by both discretionary and non-discretionary management and diverse model portfolios.

Jonathan Johnson is a financial advisor with Edward Jones in Pigeon Forge, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with the Emerald Youth Foundation for three years and has held roles with the Atlanta Braves, Tennessee Athletics Media Relations, and several other organizations. Edward Jones is a full-service wealth management firm serving 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.

Benjamin Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over twenty-five years of experience providing clients with customized financial strategies tailored to their specific needs. His expertise includes college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Benjamin focuses on developing individualized financial, retirement, and estate planning strategies aligned with clients' long-term financial goals. He joined Merrill Lynch Wealth Management in 2015 to offer his clients enhanced investment research and flexible wealth management opportunities. He is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and holds a Bachelor of Business Administration degree from Furman University. Raised in Knoxville, Benjamin has spent his entire career working in the local financial marketplace and is a supporter of University of Tennessee athletics. He is married to his wife, Jennifer, and they have two children. In his spare time, he enjoys exercising and supporting his children in their sporting activities, as well as engaging in baseball, camping, football, golfing, hiking, running, soccer, traveling, and volleyball.