Curtis Bare III is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrive Lot, Inc., the University of Tennessee, and Weill Cornell Medicine. 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.

Robert Schutt is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Ameriprise in Knoxville, TN. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as President on the Board of Directors for the Knoxville Volunteer Rotary Club and participates on the club’s finance committee overseeing investment decisions for a significant gift. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm provides a specialized Premier Retirement Income service focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.

Tyrone Matheny is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has two years of industry experience, including prior service in the U.S. Marine Corps. His career also includes a period of retirement before joining Mass Mutual in 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Timothy Davenport is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 13 years of industry experience. He has worked with Merrill since 2013 and with Bank of America, N.A. since 2014. 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 strategies managed by internal Chief Investment Office teams and third-party style managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marshall Harkrider is a financial advisor with Robert Baird & Co. in Knoxville, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Northwestern Mutual Life Insurance Company and various positions related to education and local organizations. Robert Baird & Co.’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology, including artificial intelligence.

Amanda Vititoe is a Series 66 licensed financial advisor with Edward Jones in Sevierville, TN, bringing six years of industry experience. She has been with Edward Jones since 2020 and previously worked there from 2004 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Stamper is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining UBS in 2020, he worked at Bank of America and Merrill Lynch. He is involved in his community as a committee member of the budget and finance committee at Sequoyah Hills Presbyterian Church and serves on the board of directors for the SHPC Benevolence Foundation, which supports local charities in Knoxville. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services including portfolio management, financial planning, underwriting, and securities lending.

David Jeffries is a CFP® professional with 26 years of experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC for 21 years. He is a general member of the Financial Planning Association of East Tennessee and serves as executor of his mother’s will. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm relies on third-party program sponsors and offers a range of advisory models implemented through various platforms.

Benjamin Collins is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, following 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies, tax management, and internal research to support client advice.

Kendahl Johnson is a Series 66-licensed financial advisor with Raymond James Financial in Knoxville, TN, and has one year of industry experience. Prior to joining Raymond James, Johnson held roles at LPL Financial and First Horizon Advisors. Outside of his advisory work, he has experience with community involvement through Sevier Heights Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Rechenbach is a financial advisor at LPL Financial in Knoxville, TN, with over 33 years of industry experience. He holds the ChFC® designation and has worked previously with firms including Private Client Services, LLC and Woodbury Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies through a large network of investment adviser representatives.

Stephen Norris is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 1977 following his active duty in the U.S. Air Force. He is a founding member of The Norris Walker Group, a team focused on helping clients navigate the complexities of wealth management across different stages of their financial lives. His professional approach emphasizes aligning financial strategies with the unique ambitions and priorities of each family he serves. With over 35 years of experience, Stephen specializes in areas including family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, small business strategies, investment strategy, tax minimization, and retirement income. His long-standing client relationships often extend beyond financial advising, reflecting a deep commitment to their financial and emotional well-being. Stephen holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from East Tennessee State University. Stephen's personal interests include baseball, basketball, football, golfing, reading, spending time with his family, and traveling.

Elijah Snyder is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Pilot Company, Hodges Doughty and Carson Law, and BFRA. Outside of his advisory career, he was involved with Cedar Springs Presbyterian Church for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Robert Sheets is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Sheets Financial Group, and Lincoln Financial Securities Corporation. Outside of advising, he is involved in real estate ventures, including ownership and leadership roles in real estate partnerships. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

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 experience, including prior roles at Merrill Lynch. She holds a Series 66 designation and is based in Knoxville, TN. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances, providing a range of wealth management and institutional trading services.

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 based in Knoxville, TN, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes nearly three decades at First Tennessee Brokerage, Inc., as well as a brief tenure at Ftb Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, combining significant scale with diverse financial offerings and operational support tools.

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.