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 licenses and has worked with Raymond James since 2017, following a year at Wells Fargo Clearing. Outside of her advisory role, she serves on the finance and investment committee of Hendersonville First Baptist Church, where she reviews financial statements and oversees budget and capital expenditures. 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 offers customized, non-discretionary planning and consulting supported by analytical tools and promotes implementation through various advisory programs and providers.

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.

Scott Farmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Nationwide Securities, New England Securities, and Mass Mutual Investors Services. Wells Fargo Advisors 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, utilizing research and analytics to support investment decisions.

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.

Matthew Shaffstall is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Colonial National Mortgage and municipal positions with the cities of Pantego and Lake Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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.

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.

Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

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 with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Durfee Financial Services, Bob Johnson Insurance, and Home Federal Bank of Tennessee. He also has a background in education, having worked at Union University and Berean Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, leveraging various strategies and tools while supporting a large network of over 22,800 advisors.

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 at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Woodbury Financial Services. His current role includes leadership responsibilities within Guidance Advisors, an LPL-affiliated business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Champ is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he served in the Air Force Reserves from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.