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 the Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Empire Wine. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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 credentials and 42 years of industry experience. He has worked with Primerica since 1984, including 35 years specifically at Primerica Financial Services. Outside of his advisory role, he operates as a self-employed gardener in Knoxville. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports account custody and trade execution through established custodians.

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.

Jillian Fenech is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Knoxville, TN. She has previously worked with Pinnacle Asset Management and Highland Capital Brokerage/Miller Loughery Beach. Fenech is part of the wealth management team known as Align Private Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored, non-discretionary planning and analytical tools to support client goals. The firm is notable for its municipal advisor affiliation and recent addition of a SIMPLE IRA Employer Advisory & Consulting Services program.

Brett Stephens is a CFP® professional with 19 years of industry experience, currently advising at Edelman Financial Engines. His prior experience includes roles at The Mutual Fund Store and Valic Financial Advisors. He holds Series 63 and Series 65 licenses. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment management with a focus on diversified model portfolios and long-term strategies.

Toby Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 23 years before joining Wells Fargo Clearing in 2020. 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 rooted in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Richard Brittain is a financial advisor with OSAIC in Knoxville, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisor for six years and Valic Financial Advisors for seven years. In addition to his advisory role, Brittain is a licensed insurance agent involved in the sale and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk assessments, and automated rebalancing across various investment types.

Gary Parker is a financial advisor with LPL Financial in Maryville, TN, holding a Series 63 designation and 30 years of industry experience. He has worked at First Tennessee Brokerage, Inc. since 1997 and briefly at Ftb Advisors, Inc. in 2013 before joining LPL Financial in 2025. 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.

Steven Schnupp is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has previously worked at firms including LPL Financial, Stratos Wealth Partners LTD, Buckhead Brokerage, and The Leaders Group Inc. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options across multiple custody platforms and employs both proprietary and third-party strategies tailored to client objectives.

Alison Richardson is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Allan Cameron is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. His career includes roles at Massmutual Life Insurance Co, MSI Financial Services, PRUCO Securities, LLC, and Valic Financial Advisors. Outside of his advisory work, he owns a vacation rental property. MassMutual Investors Services, LLC 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 programs using collaborative, goal-oriented strategies.

Cord Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Registered Representative with New York Life Insurance Company from 2021 to 2022. Cord focuses on helping clients establish financial plans tailored to their needs and preferences, emphasizing the importance of building relationships based on trust and respect as the foundation of the financial planning process. His professional background includes roles that involve advising clients on financial matters and developing personalized strategies. Outside of his professional work, Cord has interests in art, movies, music, parenthood, and running.

Carol Biladeau is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cindy Clowers is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves as an officer for CedarBrook Outreach, a charity focused on assisting at-risk families, and is involved in the management of her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.