Adam Burnett is a financial professional with 29 years of industry experience, currently serving at Cetera. His prior firms include Robert Baird & Co., Hilliard Lyons, and SunTrust Advisory Services. He is also involved with Millennium Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Miguel Perez Pena is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Cannon Financial Strategists, Northwestern Mutual, and a background in education at the University of Georgia and two international schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Emily Puckett is a Series 66-registered financial advisor with UBS Financial Services in Knoxville, TN, where she has worked since 2018. She has six years of industry experience and has also been involved in yoga instruction at The Glowing Body, a studio she has been affiliated with since 2017. Additionally, she has acted in Christian theatre productions with The WordPlayers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including 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 advice to clients.

Gaines Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He serves a diverse clientele that includes active and retired physicians, attorneys, small business owners, executives, government contractors, engineers, entrepreneurs, foundations, and multiple generations of client families throughout Tennessee and nationwide. With more than 35 years of experience, Gaines emphasizes a client-first philosophy focused on understanding each client's unique financial and personal goals. As a founding member of The Norris Walker Group, he collaborates with fellow financial professionals to create responsive, tailored strategies and cultivate enduring client relationships. Gaines is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant and holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Tennessee System and has served six years in the U.S. Army National Guard. Outside of his professional work, Gaines is active in his church and has participated in leadership roles with Bible Study Fellowship since 1990. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, reading, spending time with family, and traveling.

Brent Trentham is a CFP®-certified financial advisor with Ameriprise in Knoxville, TN, bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the University of Tennessee College of Education, Health & Human Sciences and is involved in managing a vision and business planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sophie King is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 11 years of industry experience. She previously worked at Northwestern Mutual in various capacities for over a decade before joining MassMutual Life Insurance Company and MML Investors Services, LLC. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and deliver written recommendations.

Kristine Novello is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and five years of experience at UBS. Her career includes prior roles at Monat since 2018 and six years with School District U-46. Outside of financial services, she has done seasonal retail work organizing inventory at Kohl’s. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Susan Crunk is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James since 2017, following a year at Wells Fargo Clearing. Outside of her advisory role, she serves on the finance and investment committee of Hendersonville First Baptist Church, where she reviews financial statements and oversees budget and capital expenditures. 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 offers customized, non-discretionary planning and consulting supported by analytical tools and promotes implementation through various advisory programs and providers.

Robert Sheppard is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles in financial services, mortgage lending, and insurance sales, alongside ownership of a cattle-raising operation. He is involved in multiple business activities, including mortgage origination and insurance. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm delivers model-based investment strategies primarily managed by third-party asset managers and supports account custody and trade execution with established financial institutions.

Shannon Orban is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for Animale Sanctuary, which rescues and rehomes abused, neglected, and abandoned animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning services both directly and through corporate agreements.

Scott Farmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Nationwide Securities, New England Securities, and Mass Mutual Investors Services. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Scott Rhea is a Certified Financial Planner® with 33 years of industry experience. He has been with UBS Financial Services since 2013. Based in Knoxville, TN, he holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and a broad range of financial services, including discretionary portfolio management and capital markets activities.

William Farrell is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with UBS Financial Services since 1995. In addition to his advisory role, Farrell provides business advice to professional athletes through a partnership called Precise Advisory. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, proprietary research, and capital markets expertise.

Matthew Shaffstall is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Colonial National Mortgage and municipal positions with the cities of Pantego and Lake Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Kimberly Redfern is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with 7 years of industry experience. She has been with Morgan Stanley since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Ryan Tenry is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Simmons First Investment Group. Outside of his advisory work, Tenry operates as an independent insurance agent and serves as president of Crestpoint Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Anthony Jones is a CFP® with 25 years of experience in the financial industry. He is currently with Ameriprise Financial Services, LLC and previously worked for LPL Financial, LLC. He also serves as Vice President and committee member at Mountain Commerce Bank, where he has been active for more than 19 years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jonathan Oakes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Commonwealth Financial Network, and other firms. Oakes serves as an advisory board member and senior warden at the Episcopal Church of the Ascension in Knoxville and is also a board member of the Ijams Nature Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform including custody, underwriting, and capital markets services.

Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

William Hicks is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.