Michael Morrell is a financial advisor with LPL Financial in Maryville, TN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes tenure at Linsco Private Ledger and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Ryan Greer is the Resident Director at Merrill, specializing in connecting clients with tailored financial plans to meet their unique ambitions. He has been a financial advisor since 2004 and focuses on areas including financial planning, wealth accumulation, investment research, retirement planning, estate planning services, and college funding. Ryan holds a Bachelor's Degree in Finance from Tennessee Technological University. During his time there, he was a four-year golf letterman, earning All-Conference and Academic All-Conference honors, and served as Captain of the golf team for two years. He holds the Personal Investment Advisor (PIA) professional designation. Ryan lives in Knoxville with his wife, Jenny, and their two children, Amelia and Walker. He serves on the Executive Board of the Tennessee Golf Association and is part of the Knoxville Advisory Board for the American Heart Association.

Blake Mayo is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022, following three years at UBS Financial Services. Mayo also has a background that includes work at the University of Tennessee and involvement with Mayo Garden Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on fiduciary responsibility and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Deborah Webb is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research from its Chief Investment Office to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Bryan Powell is a CFP® professional with 15 years of experience at MassMutual Investors Services and its affiliate MassMutual Life Insurance Company. He serves as Director of Planning and owner of Capital Planning Resource Group, LLC, a fee-based financial planning firm, and is president of Powell Ventures, LLC, which holds a partnership interest in that group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and serves a wide range of client needs including high-net-worth and event-driven planning.

Brett Zion is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, N.A., and UBS Financial Services since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

John Tucker is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Travel 2 Give, LLC, a travel services company. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

William Rehnberg is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Morgan Stanley, he worked at CCS Transactions, LLC, Chartwell Financial Advisory, Inc., and the University of St. Thomas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers services supported by its Global Investment Committee’s analyses.

Matthew Valenti is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015, working in the Knoxville, TN office. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria King is a financial advisor at UBS Financial Services with 25 years of industry experience. She previously worked at Southwest Securities for 20 years and was employed by Charles Schwab and Charles Schwab Bank before joining UBS in 2022. King serves on the board of a nonprofit focused on supporting radiological imaging in low- and middle-income countries, where she contributes to financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocation to tailor investment strategies.

Jake Mckinnie is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Knoxville, TN. His prior work includes roles at Cetera, Regions Bank, and Thrivent Financial. 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 wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

William Smedley is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation. He has recent experience at Northwestern Mutual, Aon, and The North Face, and has been affiliated with Belmont University since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Gregory Sexton is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2013, including at Morgan Stanley Private Bank, National Association since 2015. Sexton serves as a trustee of two investment-related trusts in Germantown, TN. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, serving a broad range of clients with both retail and institutional solutions.

Thomas Christensen is a CFP®-certified financial advisor with over 31 years of industry experience. He currently works with OSAIC and has prior experience at Sagemark Consulting and Lincoln Financial Advisors Corporation. Christensen also provides financial plan modeling and plan text writing support to other advisors at OSAIC. OSAIC serves a wide range of retail and institutional clients through its large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Gregory Steisslinger is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at First Tennessee Brokerage from 2009 and First Horizon Advisors, Inc. between 2004 and 2009. 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 and access to model portfolios and institutional platforms.

Michael Mickey Johnson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving ultra-high-net-worth individuals and families. He advises business owners, entrepreneurs, executives, and their families on critical decisions related to managing, preserving, and transferring significant wealth. His expertise includes long-term wealth strategy, cash-flow projections and modeling, estate structuring, and pre- and post-liquidity event planning, along with offering access to customized lending through Bank of America, N.A. Mickey has been a financial advisor since 2001 and completed the rigorous training and accreditation within Merrill to serve clients of substantial means. He holds a B.A. in Logistics and Transportation and a B.S. in Agricultural Economics and Finance from the University of Tennessee Knoxville. He is a CERTIFIED FINANCIAL PLANNER® certificant and a Certified Exit Planning Advisor (CEPA), and he has received advanced training from the Money, Meaning and Choices Institute in facilitating family meetings and values retreats for ultra-high-net-worth families. In addition to his professional work, Mickey is active in the Knoxville community. He serves on the board of the Boys & Girls Clubs of the Tennessee Valley and is involved with the Knoxville Estate Planning Council. He has also contributed as a committee member for the East Tennessee Children’s Hospital and the Historic Tennessee Theatre and has served as a trustee for the Episcopal School of Knoxville. Mickey lives in Knoxville with his wife and two children.

James Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been associated with First Tennessee since 2006 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

James Ridley IV is a CFP®-certified financial advisor with 31 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. He is also an independent insurance agent specializing in Medicare supplement products and serves as president and owner of Elkmont Wealth Management, PLLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Christian Corral is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 2014. He holds the Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Brooke Holmes is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, and has 17 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.