Matthew Odom is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is involved with the Episcopal Church of the Ascension as a committee member responsible for leading meetings and budget decisions, and he teaches financial literacy and work readiness to elementary and middle school students through Junior Achievement East Tennessee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering fiduciary financial planning along with custody, underwriting, and capital markets services.

Robert Williams is a financial advisor with Cetera, holding a Series 63 credential and 38 years of industry experience. He has worked at Millennium Wealth Management and Millennium Brokerage Group, among other firms, and is involved in fixed insurance retailing and wholesaling as a partner at Millennium Brokerage Group. Williams also serves as a trustee for several irrevocable trusts and operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, and oversees approximately $256 billion in assets with a broad client base.

Jonathan Laliberte is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Bank of America NA and Calvary Chapel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Chelsea Shanahan is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at LPL Financial, Invest Financial Corporation, and United Community Advisory Service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized programs such as divorce planning and estate-settlement services.

Kimberly Redding is a financial advisor at Robert W. Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Baird, she worked in retail and hospitality sectors, including roles at Petro's Chili and Chips and TJX Corporation. The DDK Group at Baird serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by in-house research and technology.

Joshua Carter is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2010 and Bank of America since 2014. Outside of his advisory role, he serves as an advisory board member for the Boys and Girls Clubs of the Tennessee Valley, helping organize events to raise awareness for the organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Melinda Rogers is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has served since 2012. She brings nineteen years of experience in the wealth management industry, having begun her career at UBS in Jackson, Tennessee in 2005. At Merrill Lynch, she focuses on providing investment and account management for clients and serves as a liaison between clients, team members, and specialists across the firm. Melinda earned a Bachelor of Business Administration degree in Marketing from Freed-Hardeman University. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Originally from West Tennessee, Melinda grew up in McNairy County and currently resides in Lenoir City with her husband and two daughters. Outside of her professional life, she enjoys antiquing, basketball, cooking, fishing, woodworking, spending time with her family, watching movies, and supports the American Cancer Society. She is also a member of Hardin Valley Church of Christ.

Melissa Williams is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brandi Shipwash is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. She previously worked for TD Ameritrade from 2005 to 2021 before joining Raymond James in 2021. Outside of her advisory role, she owns and manages a rental property in Louisville, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Bavy Lopez is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding the Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative planning engagements supported by firm-approved analytical tools and provides educational seminars alongside event-driven planning programs.

Natalie Denny is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vanderbilt Mortgage & Finance and involvement with Cedar Springs Presbyterian Church. She also has experience in education and hospitality sectors, having worked at Centre College, Bearden High School, and Bluegrass Pizza and Pub. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and utilizes manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Darren Welch is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons. He serves as treasurer for West High, a non-investment related role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio management services using a variety of investment strategies and overlays.

Tracy Gangone is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. She has 25 years of industry experience and has been with Robert Baird since 2019, also maintaining a role at JJB Hilliard WL Lyons LLC since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Kimberlie Jarrard is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at firms including FTB Advisors, Inc., SunTrust Advisory Services, and Truist Investment Services. Kimberlie is based in Knoxville, TN. 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 portfolio programs, and institutional platforms.

Benjamin Johnson is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill since 2015. Outside of his advisory role, he is a 25% owner of Forest Park Partnership, a for-profit commercial office building partnership in Knoxville, Tennessee, where he has no day-to-day responsibilities. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, through managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital markets platform.

Hassan Fawaz is a Certified Financial Planner® with 28 years of experience in the financial services industry. He has been with LPL Financial since 2009 and previously worked at Mass Mutual Investors Services from 2004 to 2009. Based in Knoxville, TN, he also holds a Series 63 license and is involved in non-variable insurance sales, including fixed annuities and life insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Lauren Levy is a financial advisor at MassMutual Investors Services with seven years of industry experience. She holds the ChFC® designation and the Series 63 license. Prior to joining MassMutual in 2025, she worked at Northwestern Mutual Wealth Management Company and related entities from 2019 to 2024 and had roles at LPL Financial and Innovative Planning Group in 2024. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved tools and offers a range of event-driven planning services, including estate settlement and employer-sponsored planning.

Derek Keeton is a financial advisor with Ameriprise in Clinton, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Keeton serves on the board of Scott Appalachian Industries and is a youth administrator at White Rock Baptist Church. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lincoln Sills is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, and Nylife Securities LLC. 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, structuring planning engagements as annual collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

David Roessner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Cetera and affiliated entities since 2016. Cetera Investment Advisers LLC is a large 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 a variety of portfolio management and financial planning services, managing over $256 billion in assets and more than 10,000 advisors across multiple program structures.