Emily Webber is a Series 66-licensed financial advisor with Morgan Stanley in Knoxville, Tennessee, where she has worked since 2015, including ten years at Morgan Stanley Private Bank, N.A. She has ten years of industry experience. Outside of her advisory role, she serves as a board member for a local religious organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning, supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Christina Phillips is a financial advisor with Edward Jones in Alcoa, TN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages rental properties in Maryville, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Mackay is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo. Outside of his advisory role, Mackay serves as a public address announcer for the University of Tennessee Women's Soccer and the Knoxville Ice Bears and teaches introductory finance to eighth graders at the Tates School of Discovery. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jon Tubbs is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, he serves on the missions committee of Christ Covenant Church, which oversees the financial support of missionaries both in the U.S. and abroad. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized portfolios across various asset classes.

Thomas Unger is a CFP® professional at Edward Jones with six years of industry experience. He previously worked at Price Waterhouse Coopers and Sogeti USA (Capgemini). Outside of his advisory role, he coaches youth lacrosse for players aged 10 to 12 in the Knoxville area. 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 programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jillinn Wilson is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and as an independent insurance agent. Outside of her advisory role, she is involved with Oneill Marketing Florida as a health insurance agent. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Matthew Odom is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is involved with the Episcopal Church of the Ascension as a committee member responsible for leading meetings and budget decisions, and he teaches financial literacy and work readiness to elementary and middle school students through Junior Achievement East Tennessee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering fiduciary financial planning along with custody, underwriting, and capital markets services.

Robert Williams is a financial advisor with Cetera, holding a Series 63 credential and 38 years of industry experience. He has worked at Millennium Wealth Management and Millennium Brokerage Group, among other firms, and is involved in fixed insurance retailing and wholesaling as a partner at Millennium Brokerage Group. Williams also serves as a trustee for several irrevocable trusts and operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, and oversees approximately $256 billion in assets with a broad client base.

Jonathan Laliberte is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Bank of America NA and Calvary Chapel. 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 solutions supported by a large national network of advisors and branch offices.

Kimberly Redding is a financial advisor at Robert W. Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Baird, she worked in retail and hospitality sectors, including roles at Petro's Chili and Chips and TJX Corporation. The DDK Group at Baird serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by in-house research and technology.

Joshua Carter is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2010 and Bank of America since 2014. Outside of his advisory role, he serves as an advisory board member for the Boys and Girls Clubs of the Tennessee Valley, helping organize events to raise awareness for the organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Samuel Nash is a CFP® professional with nine years of experience in the financial services industry. He is currently with OSAIC and has previously worked at BDL Advisors, FSC Securities, Browne, Draper, Land Financial Concepts, and Edward Jones. He is also the owner of BDL Advisors, LLC and an insurance agency, providing securities and insurance products to clients. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance analysis, and automated rebalancing.

Melinda Rogers is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has served since 2012. She brings nineteen years of experience in the wealth management industry, having begun her career at UBS in Jackson, Tennessee in 2005. At Merrill Lynch, she focuses on providing investment and account management for clients and serves as a liaison between clients, team members, and specialists across the firm. Melinda earned a Bachelor of Business Administration degree in Marketing from Freed-Hardeman University. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Originally from West Tennessee, Melinda grew up in McNairy County and currently resides in Lenoir City with her husband and two daughters. Outside of her professional life, she enjoys antiquing, basketball, cooking, fishing, woodworking, spending time with her family, watching movies, and supports the American Cancer Society. She is also a member of Hardin Valley Church of Christ.

Melissa Williams is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bavy Lopez is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding the Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative planning engagements supported by firm-approved analytical tools and provides educational seminars alongside event-driven planning programs.

Natalie Denny is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vanderbilt Mortgage & Finance and involvement with Cedar Springs Presbyterian Church. She also has experience in education and hospitality sectors, having worked at Centre College, Bearden High School, and Bluegrass Pizza and Pub. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Shara White is a CFP® and ChFC® with eight years of experience at Edward Jones, where she has worked since 2008. She holds a Series 66 license and is based in Maryville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hannah Brock is a financial advisor with LPL Financial in Maryville, TN, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2025 and previously worked at FTB Advisors, Inc. for 12 years. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Darren Welch is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons. He serves as treasurer for West High, a non-investment related role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio management services using a variety of investment strategies and overlays.

Tracy Gangone is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 25 years of industry experience and has been with Robert Baird since 2019, also maintaining a role at JJB Hilliard WL Lyons LLC since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.