Jacob Dotson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to his advisory role, he held positions at the University of Colorado, New England College, and Rocky Hill Parks and Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs that include tailored financial planning. The firm’s approach emphasizes structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Randy Myers is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at First Tennessee Brokerage and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services including wrap and model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors and oversight of extensive discretionary assets.

Michael Morgan is a financial advisor with Edward Jones in Seymour, TN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is an owner of an overnight rental property in Knoxville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

James Bales is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Westgate Resorts and Under Armour. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices across the United States.

Darin Patterson Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include 17 years at FTB Advisors and two years at LPL Financial. He is also associated with FirstBank in Knoxville, TN, where he works as a financial advisor and insurance agent. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Ogle III is a financial advisor with Equitable Advisors in Knoxville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and Elavon, Inc. He is also an active organist at Central Baptist Bearden Church and serves as a member-at-large on the board of the Knoxville chapter of the American Guild of Organists. Equitable Advisors serves individual, corporate, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary solutions, and serves clients ranging from non-high-net-worth individuals to pension and profit-sharing plans.

Joseph Frost is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at Raymond James Financial and Edward Jones. Outside of his advisory work, Frost serves as a basketball coach at Seymour High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and uses a combination of model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research functions.

Michael Hollenbach is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at First Tennessee Brokerage, Inc., Wells Fargo Clearing, and Ftb Advisors, Inc. Hollenbach operates out of Maryville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Matthew Fairclough is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. He is also a co-owner of a real estate venture outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery methods and advanced modeling tools.

Baker Whitfield is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Whitfield worked at First Horizon and has held roles in various organizations including Diamond Baseball-Simcox Academy and Movement Mortgage. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management implemented by a large network of investment adviser representatives.

Adam Burnett is a financial professional with 29 years of industry experience, currently serving at Cetera. His prior firms include Robert Baird & Co., Hilliard Lyons, and SunTrust Advisory Services. He is also involved with Millennium Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Miguel Perez Pena is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Cannon Financial Strategists, Northwestern Mutual, and a background in education at the University of Georgia and two international schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Emily Puckett is a Series 66-registered financial advisor with UBS Financial Services in Knoxville, TN, where she has worked since 2018. She has six years of industry experience and has also been involved in yoga instruction at The Glowing Body, a studio she has been affiliated with since 2017. Additionally, she has acted in Christian theatre productions with The WordPlayers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Gaines Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He serves a diverse clientele that includes active and retired physicians, attorneys, small business owners, executives, government contractors, engineers, entrepreneurs, foundations, and multiple generations of client families throughout Tennessee and nationwide. With more than 35 years of experience, Gaines emphasizes a client-first philosophy focused on understanding each client's unique financial and personal goals. As a founding member of The Norris Walker Group, he collaborates with fellow financial professionals to create responsive, tailored strategies and cultivate enduring client relationships. Gaines is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant and holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Tennessee System and has served six years in the U.S. Army National Guard. Outside of his professional work, Gaines is active in his church and has participated in leadership roles with Bible Study Fellowship since 1990. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, reading, spending time with family, and traveling.

Brent Trentham is a CFP®-certified financial advisor with Ameriprise in Knoxville, TN, bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the University of Tennessee College of Education, Health & Human Sciences and is involved in managing a vision and business planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Leigh Harrison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, Harrison worked at First Tennessee Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, investment management, and institutional platforms with a broad range of strategies and utilizes technology tools to support advisors.

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.