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®-certified financial advisor with 19 years of industry experience, currently with Edelman Financial Engines in Knoxville, TN. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent seven years with The Mutual Fund Store. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment management solutions focused on diversified portfolios and long-term orientation.

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 with LPL Financial in Maryville, TN, holding a Series 63 designation and 30 years of industry experience. He has worked at First Tennessee Brokerage, Inc. since 1997 and briefly at Ftb Advisors, Inc. in 2013 before joining LPL Financial in 2025. 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 portfolios, third-party asset management, and institutional platforms.

Carol Biladeau is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jonathan Leonard is a CFP® with nine years of industry experience, currently serving at Mass Mutual Investors Services in Knoxville, TN. He has worked with MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Company since 2016. Leonard is also president of Nucleus Knoxville, a nonprofit business and social club where he organizes meetings and schedules speakers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers.

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 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets Inc for one year. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm uses structured planning tools and investment models to support its services and manages approximately $2.74 trillion in client assets.

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.

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®-certified financial advisor with 34 years of industry experience. She has worked at LPL Financial since 2009 and previously spent five years at Ameriprise. She also operates a financial services business under the name Ann Schueler Financial Services in Knoxville, TN. 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 range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.