Joshua Carter is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and nine years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Amanda Webb is a financial advisor at Ameriprise with 25 years of industry experience. She has worked with Ameriprise and its affiliates since 2012. Webb is registered with Series 63 and Series 65 credentials. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendations through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Curtis Shoemaker Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over fifty years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has affiliations dating back to 1981 with New England Securities and New England Life Insurance Company. Outside of his advisory role, he is active as an insurance agent in individual life, health, and property and casualty lines. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver tailored recommendations without investment discretion.

Robert Ball is a financial advisor with Edelman Financial Engines, holding a Series 65 credential and three years of industry experience. He has worked at Edelman Financial Engines since 2022, including time at its predecessor, Financial Engines Advisors L.L.C. Outside of his advisory role, he maintains a real estate license with Realty Connect but does not engage in active duties there. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Ryan Kelly is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner at NAD Ventures LLC, an investment and finance-related firm based in Knoxville, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning utilizing firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a comprehensive advisory platform that includes Financial Advisors and Estate Planning Strategies.

Alicia Norton is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Hunter Nicholson is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2024 and has progressed through roles including Financial Representative and Relationship Manager before his current role. In his work, Hunter focuses on understanding each client's individual story, motivations, concerns, and goals to create personalized and adaptable financial strategies. Hunter's experience spans several years within Fidelity Investments, where he has developed expertise in financial planning and client relationship management. His approach emphasizes building strategies that align with what matters most to his clients. Outside of his professional role, Hunter enjoys activities such as camping, fitness, golf, hiking, spending time with pets, and traveling.

Clara Parker is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. She previously worked at First Horizon Advisors, Regions Bank, and Citibank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Tyson Gillespie is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation. He has been with LPL Financial since 2025 and previously worked at First Horizon. Outside of finance, he has experience in the hospitality and retail industries, including roles at Ole Smoky Moonshine and Cracker Barrel. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Amanda De Bord is a Series 66-licensed financial advisor with Edward Jones, based in Lenoir City, TN. She has 11 years of industry experience and has been with Edward Jones since 2014. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Alexander Minge is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at firms including LPL Financial, ORNL Federal Credit Union, and Odyssey Investment Advisors, where he also serves as president. Outside of finance, he is a co-owner of Continental Coffee Company, overseeing green coffee purchases and roasting profiles, and works as a social media personality focusing on photography and athletics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supported by over 10,000 advisors and assets under management exceeding $256 billion.

Sean Wilson is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Legacy Capital Advisors, LPL Financial, and Merrill Lynch, Pierce, Fenner & Smith/Bank of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jeffrey Thode is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for a family trust outside of his advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Karl Flatau is a financial advisor at Edward Jones in Oak Ridge, TN, holding a Series 66 designation with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors, broad retail and institutional client base, and a variety of affiliated investment and fiduciary services.

Jennifer Laverghetta is a financial advisor at Edward Jones in Lenoir City, Tennessee, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

John Stamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2015 and has a concurrent role at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets.

Zachary Jamison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services 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 financial planning, asset management, and educational seminars, with engagements structured as annual, collaborative relationships using firm-approved tools to analyze client goals and provide written recommendations.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.