Jesse Giles is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Raymond James, he worked at CogentBlue Wealth and Home Federal Bank of Tennessee. Outside of his advisory role, he assists at Marzolf Investment Group in Knoxville, supporting client service and business operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients assess potential outcomes, while supporting a wide network of advisors and maintaining notable municipal advisory and SIMPLE IRA consulting programs.

Brandon Bean is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Regions Bank, MML Investors Services, MassMutual, Fifth Third Securities, and First Command Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Timothy Massie is a financial advisor at Edward Jones in Knoxville, TN, with eight years of industry experience. He holds CFP® and Series 66 credentials and spent 24 years at Whirlpool Corporation prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Ethan Mashburn is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Thomas Barnes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Barnes is a partner in a separate business venture, 71South, although his involvement is minimal. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on non-discretionary investment advice supported by comprehensive research and diverse portfolio management strategies.

James Cunningham is a financial advisor with Mass Mutual Investors Services based in Knoxville, TN. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an agent specializing in group life, health, long-term disability insurance, supplemental, and dental products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Roszell is a financial advisor with Osaic Wealth, Inc. based in Knoxville, TN. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory work, he volunteers as a transporter for Adopt A Golden Knoxville, a golden retriever rescue organization. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options and uses various tools and third-party platforms to support client investment strategies.

Scott Shoemaker is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he operates as an independent insurance agent, selling disability, fixed annuities, life, accident, health, and long-term care insurance. 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 ongoing financial planning, asset management, and educational seminars, with a structured, collaborative approach to client financial planning.

Cole Smith is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Sumitomo Mitsui Banking Corporation for three years and has educational experience from Princeton University. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Michelle Garlington is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation and with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Kimberly Whitted is a financial advisor with Merrill in Knoxville, TN, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Johnson is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. Outside of his advisory work, he is a bass player with the band Scull Soup. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services with access to model portfolios, third-party research, and technology-driven investment strategies.

Linda Blanc is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Daniel Waters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Richard Disharoon is a CFP® practitioner affiliated with Cambridge Investment Research Advisors, with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, Disharoon serves as a board member of a nonprofit organization and works as an independent insurance agent, selling life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple platforms.

Melissa Boniface is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Her prior roles include positions at Aetna, Inc., PerformLine, Inc., and involvement with Quinnipiac University across multiple departments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branches.

Stephen Stanger is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved with Optimum Senior Benefits Group, which provides Medicare Advantage and supplement plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research and technology.

Christine Gilmore is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. She also has experience as a delivery driver for Amazon Flex and as a rideshare driver for Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities to tailor solutions to client goals and risk tolerances.

Nathan Burcham is a financial advisor at OSAIC with 10 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc. He is also involved as Treasurer of Breast Connect, a nonprofit supporting breast cancer survivors, and serves as Director of NextGen for the Financial Planning Association of East Tennessee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses firm-provided asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build diversified portfolios across various asset classes.

Petra Dunn is a Wealth Management Advisor with extensive experience in banking and wealth management. She began her career in the financial services industry in 1991 and holds a Bachelor of Science degree in Finance from the University of Tennessee. Petra is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Petra helps clients create customized wealth management strategies focused on preserving and growing their wealth while addressing tax and estate planning issues. She works with a limited number of families to provide dedicated attention and utilizes a proprietary process she developed to align wealth management with clients' life priorities and goals. Petra is involved in her community as a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier. She supports various non-profit organizations, serving on boards such as the Christian Hospitality Network, The Center School, One Vision International, and The City Ballet. Petra is also a mentor for Amachi Knoxville.