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.

Vincent Bonanno Jr. is a CFP® with 25 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Ic Advisory Services Inc and The Investment Center Inc. He also operates Planning Matters LLC, which serves as his business entity for his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm provides a wide range of advisory programs and financial planning services, incorporating both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Sarah King is a financial advisor at Merrill in Knoxville, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Appalachian Tool Works LLC, United Majestic RV Resort, Newport Hospitality Group, Frontier Communications, and On-Board Companies. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Moles is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at IBM for 18 years. 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 solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Erin Cutrell is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. She is also an associate financial advisor with Axiome Advisory Group, LLC, a franchise of Ameriprise. 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 income planning and tax-aware withdrawal strategies, supported by proprietary research and collaborative advisory teams.

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.

Katharina Snyder is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has held several roles including Financial Representative and Relationship Manager prior to her current position. Before joining Fidelity, she worked as a Client Relationship Manager at Axiom Wealth Management from 2022 to 2023 and as a Financial Relationship Consultant at Regions Bank from 2019 to 2022. Her professional experience spans client relationship management and financial planning, with a focus on providing personalized guidance and thoughtful planning. Katharina emphasizes building trust by listening and translating complex financial information into clear advice, supporting clients as their financial situations evolve.

Bryan Kagarise is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Delauna Pack is a financial advisor at Edward Jones with six years of industry experience. She has held her current position since 2019 and previously worked at Primary Energy Recycling from 2014 to 2018. Pack holds the Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall White II is a CFP® professional with 13 years of industry experience, currently serving at Ameriprise since 2012. He holds a Series 66 license and manages operational development through his ownership of RTW Enterprises, LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Joshua Michael is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2024. Outside of finance, he spent time at Soundtrax Records and has been involved with Carson-Newman University and Morristown Covenant Academy. 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, using collaborative, goal-focused approaches without investment discretion in planning engagements.

Micah Dennis is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and three years of industry experience. He has worked previously at First Horizon Advisors and has an artistic side business as a musician and artist through MNDCraftyShop. Micah’s background also includes roles outside finance in the retail and restaurant sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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® professional with 16 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Knoxville, TN. In addition to his advisory role, he is involved in group insurance sales, including group life, health, and long-term disability plans. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and 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.