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.

Brandon Leonard is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at One Main Financial and held positions in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Craig Fowler is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2019. Outside of advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary model strategies, with documented controls for conflicts of interest related to affiliated strategies.

Christopher Lambert is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Trust Company of Tennessee for eight years. Outside of his advisory role, he serves as President of the Rotary Club of Knoxville and is a Trustee of the Rotary Foundation of Knoxville. He is also involved with Tennessee Aquatics as Past President and a member of the Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers comprehensive financial planning, portfolio management, and capital markets services.

Sheena Mccall is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management in Knoxville, Tennessee. She has extensive experience in wealth management, having served in her current role for many years after beginning her career as an Investment Analyst in London, UK. Sheena specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Sheena holds a Master's Degree and a Bachelor's Degree from the University of Glasgow in Scotland. She is also designated as a Personal Investment Advisor (PIA). Drawing upon decades of financial experience, she works closely with clients to develop personalized financial strategies that align with their long-term goals, emphasizing the importance of discipline during market volatility. She is actively involved in the Knoxville community, serving on the boards of the Knoxville Symphony, Knoxville Jazz Orchestra, Marble City Opera, and Knoxville Opera. Previously, she has held leadership roles with the Knoxville Museum of Art, Helen Ross McNabb Mental Health Center, University of Tennessee Clarence Brown Theatre Advisory Board, and the University of Tennessee School of Music Advisory Board. Sheena has a passion for the arts and enjoys attending concerts and theatre productions locally and internationally. In her personal time, she enjoys boating on the Tennessee River.

Kyle Jacobs is a Series 66-licensed financial advisor with UBS Financial Services in Knoxville, TN, having joined the firm in 2026. He has five years of prior experience at Burns & McDonnell and held positions at several other organizations, including The Navigators and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

David Humphreys is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is involved in life insurance brokerage. 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 offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment management.

Jacob Franke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and TVAMP, LLC. Outside of advisory work, he has experience in various organizations including Texas A&M University and the General Services Administration. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focusing on retirement income strategies and tax-aware withdrawals.

Michael Schaffer is a financial advisor at Edward Jones in Clinton, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in higher education administration at The University of Tennessee and held various roles in political organizations and campaigns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Lenczynski is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2016, working out of Knoxville, 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.

John Thomas is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, he serves as a director for the Autism Society of America East Tennessee Chapter and is a board member of the Community Health Alliance, focusing on affordable health insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

Jeffrey Miller is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Thierry Sommer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. Before joining LPL Financial in 2025, he worked for 18 years at Next Financial Group Inc. He is also involved in a non-variable insurance business, Thierry V. Sommer & Assoc., which he operates alongside his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and portfolio management options.

Robert Claytor is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations and has a long tenure with First Tennessee Brokerage Inc and First Tennessee, where he has been affiliated since the early 1990s. Claytor is based in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by various model portfolios and research resources.

Daniel Deck is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as a minister and works part-time as a service dog trainer. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.