Julie Puryear is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for 16 years at My Family Dentistry. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Garrick Ralston is a financial advisor with Morgan Stanley, holding a Series 66 license and 17 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

David Elias is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Elias holds Series 63 and Series 65 designations. Outside of his advisory role, he is the sole owner of Elias Development LLC, a software development business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling.

Samuel Shelley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Knoxville, TN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Trust Company of Tennessee and Truist Advisory Services. Outside of his advisory work, he is an associate at Marzolf Investment Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm provides financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation support rather than discretionary management.

Annette Winters is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 4 years of industry experience. She has been with UBS since 2020 and previously worked at Merrill Lynch from 2013 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based investment solutions tailored to client goals.

Todd Kelly II is a financial advisor with Merrill based in Knoxville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at The Trust Company of Tennessee and held positions at Depuy Synthes, Arthrex, and Tennessee Fund. Outside of his advisory work, he is the founder and president of the TKJ Foundation, a charitable organization focused on creating athletic experiences that emphasize character development for local youth. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nicholas Weissfeld is a financial advisor with OSAIC in Knoxville, TN, holding Series 63, Series 65, and Series 66 licenses and 18 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for eight years and MML Investors Services for one year. Outside of advisory work, he serves as an insurance agent offering accident and health, disability, traditional life, long-term care insurance, and voluntary employee benefits. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and access to third-party money managers and managed account solutions.

Taylor Shannon is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Shannon was involved with Knox Ridge Apartments and has longstanding roles at the University of Tennessee Knoxville and Knoxville Catholic High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to deliver tailored financial advice.

Locke Carter Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 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. Outside of his advisory role, he has ownership interests in two non-investment related entities, Homestead Properties, LLC and Buccaneer Court, LLP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Green is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Great Smoky Mountain Institute at Tremont, an educational nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Christen Kiefer is a financial advisor at Ameriprise in Knoxville, TN, holding a Series 66 designation with 15 years at the firm and three years of industry experience. Outside of advising, Kiefer is co-owner of Sapphire Hill Stables, a farm and horse boarding facility. Ameriprise provides retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized consulting team and algorithmic tools.

Lee Martin is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2023. Prior to his current role, he was employed at Regions Bank for nine years and was involved with Bradford Catered Events in 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Craig Mayfield is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Andrew Vollman is a financial advisor with LPL Financial in Knoxville, TN, holding the Series 66 designation and bringing eight years of industry experience. His prior work includes roles at Truist Investment Services, FirstBank Investment Partners, Raymond James Financial Services, and Nationwide Insurance. He is also associated with United Community Bank in an advisory capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by a variety of research and model portfolios.

Kimberly Roberts is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and research-driven investment strategies.

Anthony Langford is a financial advisor at Cetera with four years of industry experience. He holds a Series 65 credential and has worked with Polaris Wealth Advisors and Avantax Advisory Services. In addition to his advisory role, Langford is the majority owner of Polaris Accounting & Tax LLC, where he manages the firm and provides tax, accounting, and business consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, discretionary and non-discretionary accounts, and a range of program structures.

Randall Scott is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked at Cetera since 2022, with prior experience at Allianz Global Investors Distributors LLC from 2013 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

John Kennedy III is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Greensview Wealth Management and Trustfirst, Inc. Kennedy operates a sole proprietorship selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing various asset-allocation tools and offering access to third-party managers and unified managed accounts.

Kenneth Hayes is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. He is based in Knoxville, TN. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Deanna Gonzalez is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at First Tennessee Brokerage for 19 years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.