Mitchell Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Keyence Corporation and serves in the Mississippi Air National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

William Crowe is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Raymond James Financial Services, Truist Bank, and Edward Jones. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bill Hankins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he assists clients in working towards their financial goals by serving as a trusted partner throughout the financial planning process. His approach combines financial data analysis with in-depth discussions of clients' personal circumstances to tailor strategies that align with their definitions of success. Prior to joining Fidelity Investments, Bill gained experience as a Financial Advisor at several firms, including Office of Supervisory Jurisdiction Securities Service Network, Inc. from 2000 to 2010, CitiStreet Equities from 1999 to 2000, and American Express Financial Advisors from 1998 to 1999. He holds a California Insurance License, supporting his expertise in financial planning and insurance products. Outside of his professional work, Bill engages in family activities and maintains an active lifestyle through fitness, hiking, and running. He also participates in volunteering activities.

Clint Foster is a financial advisor with LPL Financial in Oak Ridge, TN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones and Tennessee Valley Asset Management Partners, LLC. He is also involved with C Foster Enterprises, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Roberts is a financial advisor with Ameriprise in Powell, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Jonathan Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he manages a landscaping business in Knoxville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s research.

Ashley Herron is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering 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.

Wendy Schopp is a financial advisor with Edward Jones in Farragut, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she owns and manages commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

Christopher Cowan Banker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at IBM and Kimberly-Clark. Outside of his advisory role, he serves as president of the Governors Row Homeowners Association in Knoxville, TN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a range of brokerage and advisory solutions supported by its large scale and extensive resources.

Corey Wilson is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the sole proprietor of an investment-related company involved in rental property management in Knoxville, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Joseph Moore is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at LPL from 2012 to 2019 before joining Cambridge in 2019. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of portfolio management approaches and platform arrangements.

Jordan Ramsey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Audi Knoxville for four years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Kevin Denning is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Denning has an involvement with Antero Resources Corporation, a gas exploration and drilling company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a broad range of investment strategies and affiliated services under a fiduciary standard.

Cynthia Harless is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Karen Houston is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at PFS Investments Inc since 2018 and was previously affiliated with Two Rivers Church from 2013 to 2017. Outside of advising, she is the owner and author of a book through Root 66 Habit Highway. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-delivery investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Melissa Johnson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Dain Rauscher Incorporated and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Johnson is involved with Heritage Ministries, Inc., a community organization in Alcoa, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Brandie Julian is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, she held positions at Herbert Tamer, CPA, Coldwell Banker Wallace, Cellular Sales of Knoxville, and TIS Insurance Services. Outside of her advisory role, she is involved as a director in the family business, the Smoky Mountain Music Festival in Knoxville, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Susan Aragon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008, including a brief role at the US Census Bureau in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

William Lawson is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services supported by a nationwide adviser network.

Bryan Mayo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining Wells Fargo in 2020. Outside of his advisory role, Mayo is a silent owner of Mayo Garden Center in Knoxville, TN. Wells Fargo Clearing provides retirement plan consulting and fiduciary services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.