Patricia Kes Le Jeune is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley and JP Morgan Securities. Outside of her advisory roles, she serves as a co-trustee for the Nancy J. Kes Irrevocable Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Virginia Burwitz is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at European Wax Center and Cyr/Woertz Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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, model portfolios, and retirement plan consulting.

Curtis Bare III is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrive Lot, Inc., the University of Tennessee, and Weill Cornell Medicine. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Schutt is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Ameriprise in Knoxville, TN. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as President on the Board of Directors for the Knoxville Volunteer Rotary Club and participates on the club’s finance committee overseeing investment decisions for a significant gift. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm provides a specialized Premier Retirement Income service focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.

Stephen Wallace is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Jones is a financial advisor with Raymond James & Associates in Knoxville, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joshua Hornberger 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 joining Edward Jones, he worked at The House Store for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Warren Cates is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent offering various insurance products. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and offering services such as divorce planning and estate-settlement.

Brianna Hoyt is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A., Lipscomb University, Roane State Community College, and Merrill. 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.

Erin Barker is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has worked at multiple firms including SagePoint Financial, Mortgage Investor Group, and SSN. Outside of finance, Barker serves as the lead pastor and a board member of Passion Church Ministries, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset allocation tools and portfolio management strategies.

Kendahl Johnson is a Series 66-licensed financial advisor with Raymond James Financial in Knoxville, TN, and has one year of industry experience. Prior to joining Raymond James, Johnson held roles at LPL Financial and First Horizon Advisors. Outside of his advisory work, he has experience with community involvement through Sevier Heights Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Elijah Snyder is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Pilot Company, Hodges Doughty and Carson Law, and BFRA. Outside of his advisory career, he was involved with Cedar Springs Presbyterian Church for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Robert Sheets is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Sheets Financial Group, and Lincoln Financial Securities Corporation. Outside of advising, he is involved in real estate ventures, including ownership and leadership roles in real estate partnerships. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Philip Faulk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has worked at Pinnacle Financial Partners and affiliated entities since 2016, providing wealth management advice and managing client investment accounts. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Quinn Toomey is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Empire Wine. He also spent three years at Keuka College and two years at Hannaford. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Ashley Martin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in its investment approach.

Wade Wilkinson is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Securities America Advisors and SSN Advisory. Outside of his advisory work, he serves as a managing partner of Fort Loudon Financial LLC and is involved as a co-trustee for family trusts and as a general partner in his family’s real estate business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, advisory, financial planning, and managed-account services with access to third-party money managers and a variety of investment options.

Kimberly Mcfall is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services from 2013 to 2020. Outside of her advisory role, she has a 50% ownership interest in a family business, Manicure Family Holdings, LLC. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Walker is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed gardener in Knoxville. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options structured as a wrap-fee solution.

Heather McKinney is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been associated with Raymond James and Pinnacle Financial Partners since 2013. In addition to her advisory role, she works with Pinnacle Asset Management, engaging clients on banking and investment needs referrals. 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 employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.