Jayme Bailey is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Knoxville, TN, where he has worked for 26 years. He is part of a large institutional firm with extensive experience in private wealth management. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities.

Jonah Stooksbury is a financial advisor with UBS Financial Services in Knoxville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at King Real Estate Services, Inc. and Stooksbury Property Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Roger Williams is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Mcdavid is a CFP® with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2020. Prior to that, he worked at Edward Jones from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. 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.

Michael Jenkins is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, Jenkins serves as an assistant middle school basketball coach for the Blount County Board of Education. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions delivered through affiliated entities.

Joel Searfoss is a financial advisor with Thrivent Investment Management based in Knoxville, TN. He holds Series 63 and 66 licenses and has 26 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as a director of the Blount County Bee Association, a community organization focused on education and promotion of honey bee raising. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s approach separates planning from managed-account services and emphasizes periodic reviews without discretionary trading authority.

James Dugan III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at Thrivent Financial since 2019, as well as previous positions at 21st Mortgage Corporation and independent contract work with the Cleveland Browns and University of Tennessee Football. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Paula Moseley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Touchstone Securities and IFS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Joseph Webb is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has been with Cetera since 2013. Webb is involved in community service as a member of the Rotary Club of Knoxville and serves on the board of Kid's Place at Sequoyah, Inc., an after-school program for elementary school children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Allen is a financial advisor with LPL Financial in Knoxville, TN, holding the ChFC® and Series 63 designations and possessing 34 years of industry experience. He has worked at LPL Financial since 2007 and previously spent three years with Mass Mutual Investors Services. In addition to his advisory role, Allen operates as a broker selling life, health, disability income, and long-term care insurance through his own business ventures. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Austin Loven is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Pilot Flying J and Chick-fil-A, and has been involved with the University of Tennessee since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Patricia Kes Le Jeune is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Morgan Stanley and JP Morgan Securities. She also has experience as co-trustee of a family trust. 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 both brokerage and advisory solutions and utilizes research and analytics to guide its investment approach.

Monte Miller is a Series 63-licensed financial advisor with Cambridge Investment Research Advisors, bringing 32 years of industry experience. He has been with Cambridge since 2016 and is involved in independent insurance activities, including partnerships with regional insurance agencies. Miller also serves as CEO of Crestpoint Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Derek Knoernschild is a Series 66 licensed financial advisor with 16 years of experience, currently serving at Thrivent Investment Management in Knoxville, TN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a wide range of financial topics, with the option to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Chad Clark is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated firm since 2014. Outside of his advisory role, he is involved in managing business operations as a partner and co-owner of practice management firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice, combining investment research and algorithmic tools to help clients manage income sources and tax-aware withdrawal strategies.

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.

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.

Warren Cates is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent offering various insurance products. 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, focusing on collaborative, goal-based planning and offering services such as divorce planning and estate-settlement.

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.