William Stamper is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining UBS in 2020, he worked at Bank of America and Merrill Lynch. He is involved in his community as a committee member of the budget and finance committee at Sequoyah Hills Presbyterian Church and serves on the board of directors for the SHPC Benevolence Foundation, which supports local charities in Knoxville. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services including portfolio management, financial planning, underwriting, and securities lending.

David Jeffries is a CFP® professional with 26 years of experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC for 21 years. He is a general member of the Financial Planning Association of East Tennessee and serves as executor of his mother’s will. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm relies on third-party program sponsors and offers a range of advisory models implemented through various platforms.

Ryan Keeton is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2025, he worked for ten years at Plateau Electric Cooperative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Benjamin Collins is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, following 15 years at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies, tax management, and internal research to support client advice.

Kendahl Johnson is a Series 66-licensed financial advisor with Raymond James Financial in Knoxville, TN, and has one year of industry experience. Prior to joining Raymond James, Johnson held roles at LPL Financial and First Horizon Advisors. Outside of his advisory work, he has experience with community involvement through Sevier Heights Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Todd Rechenbach is a financial advisor at LPL Financial in Knoxville, TN, with over 33 years of industry experience. He holds the ChFC® designation and has worked previously with firms including Private Client Services, LLC and Woodbury Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies through a large network of investment adviser representatives.

Stephen Norris is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 1977 following his active duty in the U.S. Air Force. He is a founding member of The Norris Walker Group, a team focused on helping clients navigate the complexities of wealth management across different stages of their financial lives. His professional approach emphasizes aligning financial strategies with the unique ambitions and priorities of each family he serves. With over 35 years of experience, Stephen specializes in areas including family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, small business strategies, investment strategy, tax minimization, and retirement income. His long-standing client relationships often extend beyond financial advising, reflecting a deep commitment to their financial and emotional well-being. Stephen holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from East Tennessee State University. Stephen's personal interests include baseball, basketball, football, golfing, reading, spending time with his family, and traveling.

Elijah Snyder is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Pilot Company, Hodges Doughty and Carson Law, and BFRA. Outside of his advisory career, he was involved with Cedar Springs Presbyterian Church for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Trisha Fares is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009, accumulating 17 years of industry experience. Based in Andersonville, TN, she is also a Mary Kay consultant outside of her advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by proprietary tools and research.

Philip Faulk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has worked at Pinnacle Financial Partners and affiliated entities since 2016, providing wealth management advice and managing client investment accounts. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Theresa Valero is a financial advisor at UBS Financial Services with four years of experience, including prior roles at Merrill Lynch. She holds a Series 66 designation and is based in Knoxville, TN. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances, providing a range of wealth management and institutional trading services.

Alicia Newhouse is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2018. Newhouse is also employed by Pinnacle Bank as a registered sales assistant. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm provides tailored, non-discretionary planning and supports its recommendations through advisory programs and technology-driven analytical tools.

Wade Wilkinson is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Securities America Advisors and SSN Advisory. Outside of his advisory work, he serves as a managing partner of Fort Loudon Financial LLC and is involved as a co-trustee for family trusts and as a general partner in his family’s real estate business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, advisory, financial planning, and managed-account services with access to third-party money managers and a variety of investment options.

Stephanie Hawkins is a financial advisor with LPL Financial based in Knoxville, TN, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes nearly three decades at First Tennessee Brokerage, Inc., as well as a brief tenure at Ftb Advisors, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, combining significant scale with diverse financial offerings and operational support tools.

Kimberly Mcfall is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services from 2013 to 2020. Outside of her advisory role, she has a 50% ownership interest in a family business, Manicure Family Holdings, LLC. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Heather McKinney is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been associated with Raymond James and Pinnacle Financial Partners since 2013. In addition to her advisory role, she works with Pinnacle Asset Management, engaging clients on banking and investment needs referrals. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.

Jillian Fenech is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Knoxville, TN. She has previously worked with Pinnacle Asset Management and Highland Capital Brokerage/Miller Loughery Beach. Fenech is part of the wealth management team known as Align Private Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored, non-discretionary planning and analytical tools to support client goals. The firm is notable for its municipal advisor affiliation and recent addition of a SIMPLE IRA Employer Advisory & Consulting Services program.

Brett Stephens is a CFP® professional with 19 years of industry experience, currently advising at Edelman Financial Engines. His prior experience includes roles at The Mutual Fund Store and Valic Financial Advisors. He holds Series 63 and Series 65 licenses. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified model portfolios and long-term strategies.

Toby Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 23 years before joining Wells Fargo Clearing in 2020. 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 rooted in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Chaunda Jetton is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Her prior experience includes roles at Bank of America, N.A. She is also involved as a member of Young Living Essential Oils, where she refers friends and family. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.