Ethan Mashburn is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

John Roszell is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he volunteers as a transporter for Adopt a Golden Knoxville, a Golden Retriever rescue organization. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs various asset allocation and portfolio management tools and supports a complex corporate structure with multiple merger integrations and third-party commercial arrangements.

Scott Shoemaker is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he operates as an independent insurance agent, selling disability, fixed annuities, life, accident, health, and long-term care insurance. 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 ongoing financial planning, asset management, and educational seminars, with a structured, collaborative approach to client financial planning.

Cole Smith is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Sumitomo Mitsui Banking Corporation for three years and has educational experience from Princeton University. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Michelle Garlington is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation and with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Kimberly Whitted is a financial advisor with Merrill in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill since 2008. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Patrick Johnson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. Outside of his advisory work, he is a bass player with the band Scull Soup. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services with access to model portfolios, third-party research, and technology-driven investment strategies.

Linda Blanc is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Daniel Waters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Richard Disharoon is a CFP® practitioner affiliated with Cambridge Investment Research Advisors, with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, Disharoon serves as a board member of a nonprofit organization and works as an independent insurance agent, selling life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple platforms.

Melissa Boniface is a CFP® professional with six years of experience at Edward Jones. She holds the Series 66 designation and has previously worked at Aetna, PerformLine, and Quinnipiac University in various roles. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Stanger is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved with Optimum Senior Benefits Group, which provides Medicare Advantage and supplement plans. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research and technology.

Christine Gilmore is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. Outside of advising, she is also engaged as a delivery driver for Amazon Flex and a ride-share driver for Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.

Nathan Burcham is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc. He is also involved as Treasurer of Breast Connect, a nonprofit supporting breast cancer survivors, and serves as Director of NextGen for the Financial Planning Association of East Tennessee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses firm-provided asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build diversified portfolios across various asset classes.

Petra Dunn is a Wealth Management Advisor with extensive experience in banking and wealth management. She began her career in the financial services industry in 1991 and holds a Bachelor of Science degree in Finance from the University of Tennessee. Petra is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Petra helps clients create customized wealth management strategies focused on preserving and growing their wealth while addressing tax and estate planning issues. She works with a limited number of families to provide dedicated attention and utilizes a proprietary process she developed to align wealth management with clients' life priorities and goals. Petra is involved in her community as a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier. She supports various non-profit organizations, serving on boards such as the Christian Hospitality Network, The Center School, One Vision International, and The City Ballet. Petra is also a mentor for Amachi Knoxville.

Angela Mecha is a Series 66-licensed financial advisor with 17 years of industry experience. She joined Merrill in 2025 after spending 12 years with Raymond James & Associates. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mikayla Teal is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Horizon, Northwestern Mutual Investment Services, and Eric Neumann. Outside of advisory work, she is a content creator on TikTok, producing videos to drive product sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Robert Denovo III is a CFP® and Series 66-licensed financial advisor with Raymond James Financial in Knoxville, TN, bringing 20 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 2007 and has concurrently held a role at Pinnacle Bank since 2014. Denovo is involved in several nonprofit and community organizations, including serving as Treasurer and Deacon at Resurrection Presbyterian Church and holding board positions with Soar Youth Ministries and the Trinity Health Foundation of East Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by firm research and a broad affiliate network.

Nicholas Skvara is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 credential and five years of industry experience. Prior to his current role, he worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of advising, he is a partner in Crystal Lures, a recreational business, and is involved in digital marketing through SKEEF LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Todd Wright is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2001, including 15 years with Ameriprise Financial Services, Inc. Wright serves as a board member and street representative for the Forest Heights Homeowners Association, where he helps welcome new residents and organize neighborhood activities. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.