Christine Gilmore is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. She also has experience as a delivery driver for Amazon Flex and as a rideshare driver for Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities to tailor solutions to client goals and risk tolerances.

Nathan Burcham is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc. He is also involved as Treasurer of Breast Connect, a nonprofit supporting breast cancer survivors, and serves as Director of NextGen for the Financial Planning Association of East Tennessee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses firm-provided asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build diversified portfolios across various asset classes.

Petra Dunn is a Wealth Management Advisor with extensive experience in banking and wealth management. She began her career in the financial services industry in 1991 and holds a Bachelor of Science degree in Finance from the University of Tennessee. Petra is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Petra helps clients create customized wealth management strategies focused on preserving and growing their wealth while addressing tax and estate planning issues. She works with a limited number of families to provide dedicated attention and utilizes a proprietary process she developed to align wealth management with clients' life priorities and goals. Petra is involved in her community as a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier. She supports various non-profit organizations, serving on boards such as the Christian Hospitality Network, The Center School, One Vision International, and The City Ballet. Petra is also a mentor for Amachi Knoxville.

Angela Mecha is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates for 12 years before joining Merrill in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Skiles is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Brogan Financial and FTB Advisors, Inc. Outside of her advisory work, she is associated with Publishing Advantage Group in a non-operational capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ava Elkins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She has worked at Raymond James since 2019 and previously held roles in healthcare and community organizations. Outside of her advisory work, Elkins provides occasional swim lessons and nutrition consultations for children during the summer months. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and is noted for its municipal advisory services and comprehensive affiliate ecosystem.

Mikayla Teal is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Horizon, Northwestern Mutual Investment Services, and Eric Neumann. Outside of advisory work, she is a content creator on TikTok, producing videos to drive product sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Robert Denovo III is a Certified Financial Planner (CFP®) and Series 66 holder with 20 years of industry experience. He is affiliated with Raymond James Financial, where he has worked since 2007, and has also held a role at Pinnacle Bank since 2014. Outside of his advisory work, Denovo serves in several nonprofit leadership positions, including Treasurer and Deacon at Resurrection Presbyterian Church and board member roles with Soar Youth Ministries and the Trinity Health Foundation of East Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools like risk profiling and probability modeling, supporting clients through various advisory programs and specialized services including municipal advisory and SIMPLE IRA employer consulting.

Nicholas Skvara is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 credential and five years of industry experience. Prior to his current role, he worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of advising, he is a partner in Crystal Lures, a recreational business, and is involved in digital marketing through SKEEF LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured tools and modeling techniques, offering advisory services without individual security recommendations as part of standalone plans.

Todd Wright is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2001, including 15 years with Ameriprise Financial Services, Inc. Wright serves as a board member and street representative for the Forest Heights Homeowners Association, where he helps welcome new residents and organize neighborhood activities. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Gary Emerson is a financial advisor with Primerica Advisors in Lenoir City, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he works as an independent contractor for A1 Learning Connections. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation and trading delegated to BNY Mellon Advisors.

Casey Dout is a financial advisor with Primerica Advisors in Oak Ridge, TN. He holds Series 63 and Series 65 licenses and has professional experience since 2018, including roles at Bluemont Group, LLC and Starbucks Coffee Co. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm utilizes model-delivery strategies and third-party asset managers to provide diversified advisory services across a broad advisor network.

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.

John Roberts is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked previously with firms including Equitable Advisors, Northwestern Mutual, and Sana Medical LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

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 at Raymond James Financial Services Advisors, Inc. with four years of industry experience and a Series 66 designation. His prior roles include positions at The Trust Company of Tennessee, Truist Advisory Services, and Truist Investment Services. Outside of his advisory work, he is also an associate at Marzolf Investment Group, LLC in Knoxville, TN. 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 corporations. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Charles Earle Jr. is a financial advisor with LPL Financial based in Knoxville, TN, holding a Series 66 designation and 20 years of industry experience. His career includes roles at ORNL Federal Credit Union and INVEST Financial Corporation. He is also involved with ORNL FCU Wealth Management. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

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 in Knoxville, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, The Trust Company of Tennessee, and several other organizations. He is the founder and president of the TKJ Foundation, a nonprofit that creates athletic experiences focused on character development for local youth. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.