Sophie King is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 11 years of industry experience. She previously worked at Northwestern Mutual in various capacities for over a decade before joining MassMutual Life Insurance Company and MML Investors Services, LLC. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and deliver written recommendations.

Kristine Novello is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and five years of experience at UBS. Her career includes prior roles at Monat since 2018 and six years with School District U-46. Outside of financial services, she has done seasonal retail work organizing inventory at Kohl’s. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Susan Crunk is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James since 2017, following prior roles at Wells Fargo Advisors. Outside of her advisory role, she serves on the finance and investment committee at Hendersonville First Baptist Church, where she participates in financial oversight and budget approval. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports its clients through a broad network and specialized programs.

Shannon Orban is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for Animale Sanctuary, which rescues and rehomes abused, neglected, and abandoned animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning services both directly and through corporate agreements.

Kyle Walker is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies, with a notable program that integrates algorithmic automation under oversight to generate tailored retirement income recommendations.

Scott Farmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Rhea is a Certified Financial Planner® with 33 years of industry experience. He has been with UBS Financial Services since 2013. Based in Knoxville, TN, he holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and a broad range of financial services, including discretionary portfolio management and capital markets activities.

William Farrell is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with UBS Financial Services since 1995. In addition to his advisory role, Farrell provides business advice to professional athletes through a partnership called Precise Advisory. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, proprietary research, and capital markets expertise.

Kimberly Redfern is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with 7 years of industry experience. She has been with Morgan Stanley since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Ryan Tenry is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Simmons First Investment Group. Outside of his advisory work, Tenry operates as an independent insurance agent and serves as president of Crestpoint Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Anthony Jones is a CFP® with 25 years of experience in the financial industry. He is currently with Ameriprise Financial Services, LLC and previously worked for LPL Financial, LLC. He also serves as Vice President and committee member at Mountain Commerce Bank, where he has been active for more than 19 years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Robert Wallace is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.

Jonathan Oakes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Commonwealth Financial Network, and other firms. Oakes serves as an advisory board member and senior warden at the Episcopal Church of the Ascension in Knoxville and is also a board member of the Ijams Nature Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform including custody, underwriting, and capital markets services.

William Hicks is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Johnson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience at Durfee Financial Services, Bob Johnson Insurance, and Home Federal Bank of Tennessee. Adam also worked in education and food service before entering financial advising. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Matthew Whitman is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cameron Van Burkleo is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Outside of advising, he owns a rental property in Sevierville, Tennessee, which is primarily managed by his spouse. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a national network of over 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Robert Pruitt is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an adjunct professor at Tennessee Wesleyan College and participates as a public speaker for continuing legal education seminars. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages a large portfolio of client assets, employing a structured planning process supported by firm-approved tools.

Dugan McLaughlin is a Private Wealth Advisor and founder of the McLaughlin Group within Merrill Private Wealth Management. He has over 35 years of experience advising a select group of business owners, executives, and their families on the management, preservation, and stewardship of significant wealth. His expertise includes guiding families through expanding, transferring, or selling family businesses, preserving wealth across generations, enhancing portfolio diversification, managing concentrated exposure risks, optimizing balance sheets through debt structuring, and supporting philanthropic goals. McLaughlin holds a Bachelor's degree from the University of Tennessee and has lived in Knoxville for more than 50 years. He has served in leadership and contributor roles with local organizations, including as a director for the Boys & Girls Clubs of the Tennessee Valley and Zoo Knoxville. He and his wife, Stephanie, reside in Knoxville with their three children. His professional designations include Personal Investment Advisor (PIA). Throughout his career, Dugan McLaughlin has been recognized for distinguished service, having been named to Barron's "Top 1,000 Financial Advisors" from 2011 to 2013, Barron's "Top 1,200 Financial Advisors" from 2014 to 2019 and again in 2022-2023, and Forbes "Best-in-State Wealth Advisor" in 2018 and 2019, as well as Forbes "Best-in-State Wealth Management Teams" in 2023. His client focus areas encompass college and education planning, family wealth management strategies, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, and tax minimization. In his personal time, he enjoys boating, fishing, spending time with family, and watching movies.

Jacob Rechenbach is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Woodbury Financial Services, Charles Schwab, and OSAIC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.