Andrew Venable is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009 and also works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner in a local shredding business in Alcoa, Tennessee. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

John Michael Scott is a financial advisor with Edward Jones in Maryville, Tennessee, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in managing an LLC holding rental properties originally owned by his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Noell Lewis is a financial advisor with Edward Jones in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. Lewis has been with Edward Jones since 2006. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mac Stevens is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Jones is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He previously worked at First Tennessee Brokerage, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sarah King is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at Appalachian Tool Works LLC and Newport Hospitality Group. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Erin Cutrell is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, with nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Erin is also employed by Axiome Advisory Group, LLC, a franchise of Ameriprise Financial, where she serves as an associate financial advisor. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive approaches to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

John Macdonald is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Bryan Kagarise is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill and Bank of America since 2014, with prior experience at SunTrust Advisory Services and SunTrust Investment Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, and institutional investors.

Gina Johnston is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Lisa Goins is a financial advisor at LPL Financial in Knoxville, TN, holding a Series 66 license with 14 years of industry experience. She previously worked at Sagepoint for 11 years and OSAIC for one year before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Traci Hejna is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured planning tools and proprietary investment research.

Micah Dennis is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at First Horizon Advisors and has held various roles outside the financial industry. Outside of advisory work, he is involved in artistic and musical activities through a home-based venture called MNDCraftyShop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Jason Jonson is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at First Horizon Advisors and First Horizon Bank, as well as academic work at the University of Tennessee Humanities Center and Department of History. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutional organizations. The firm offers various financial planning and advisory programs supported by research and model portfolios, employing both discretionary and non-discretionary management strategies.

Mark Durfee is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with Bob Johnson Insurance Inc. since 1996. Outside of advising, he has engaged in selling football cards on eBay as a non-investment related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, incorporating discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jonathan Collins is a financial advisor at UBS Financial Services with Series 66 credentials and two years of industry experience. Prior to joining UBS in 2024, he held positions at the University of Tennessee Knoxville and Best Buy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm provides a range of capital markets services alongside wealth management through a large network of advisors.

Brent Christian is a CFP® with 15 years of experience, currently serving at MassMutual Investors Services in Knoxville, TN. He has been with MML Investor Services and MassMutual Life Insurance Company since 2010. In addition to his advisory role, he is involved in group life, group health, and group long-term disability plan sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap accounts, money-manager programs, and educational seminars.

Jonathan Matthews is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. Outside of finance, he owns and operates Jonspot Photography, where he conducts photo sessions and sells photographs. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a wide range of investment vehicles.

David Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and seven years of industry experience. He joined Morgan Stanley in 2017 after three years at Jessup & Associates and has been with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brandon Leonard is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at One Main Financial and held positions in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.