Nicholas Chase is a financial advisor at Merrill located in Knoxville, TN, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work history includes roles at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, New York Life, Regions Bank, and Planet Fitness. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to diverse products including swaps, derivatives, lending, and custody services.

Anna Mc Cready is a financial advisor with LPL Financial and holds the Series 66 designation. She has recent experience at several financial institutions, including Home Federal Bank and First Horizon Advisors. Her background also includes roles outside traditional finance, such as work at Solomons Daycare Center and Bryan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Paige Christenberry is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked with Cetera Investment Services LLC since 2013 and with Regions Bank since 2010. Christenberry is a board member and treasurer of Slated for Grace Ministries, Inc., and participates in fundraising and community awareness as a member of the Junior Advisory Boards of Great Starts of Helen Ross McNabb Center and the Cystic Fibrosis Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large nationwide network of advisors, utilizing various program platforms and investment strategies.

Robert Howard is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and Cetera Investment Services since 2013 and 2014, respectively, and also has experience at Regions Bank beginning in 2012. Outside of his advisory work, he serves as the executor of the Robert Howard estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a large network of independent advisors.

David Brooke is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He previously worked at Private Client Services, LLC and Woodbury Financial for two decades each, and spent one year at OSAIC. Outside of his advisory role, he is a co-owner of a real estate rental business and is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Melissa Anderson is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Ameriprise since 2002, initially at Ameriprise Financial Services, Inc., and continuing with the firm through its current structure since 2020. Between 2016 and 2018, she was involved in an entrepreneurial venture with Wine Shop at Home. Ameriprise is an institutional firm serving clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Gregory Ward is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in commercial real estate ownership in Knoxville, Tennessee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Charles Sommer is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Jackson National Life Distributors, LLC and Bravo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ashley Bourne is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 65 designations. 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 utilizes proprietary capital market assumptions and research to tailor portfolio strategies aligned with clients’ goals and risk tolerances.

Christopher Renshaw is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2021. His prior experience includes roles at Regions Bank and Alumni Hall. Cetera Investment Advisers LLC is an SEC-registered adviser 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 through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Jennifer Craven is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in developing customized wealth management strategies to help clients achieve their financial and life goals. Jennifer works with a limited number of clients, allowing her to provide exceptional attention and deliver value through a comprehensive approach, attention to detail, and dedication. Jennifer holds a Bachelor of Science degree from The Pennsylvania State University, with a major in Marketing and minors in Japanese and International Studies. She began her career in New York City as a Senior Account Manager with a Fortune 500 company before transitioning to Tennessee as a Marketing Analyst and Consultant. Jennifer joined Merrill Lynch Wealth Management in 2013 and is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Outside of her professional role, Jennifer is actively engaged in her community. She serves on the boards of The Restoration House of East Tennessee and Olive Tree Early Learning Academy and participates in organizations including KARM, YWCA Knoxville, and her church, Cedar Springs Presbyterian Church. Jennifer enjoys spending time with her family, hiking, golfing, traveling, singing, and playing the piano.

Skylar Thompson is a financial advisor at J.P. Morgan Securities with three years of industry experience. Thompson holds a Series 66 designation and has worked at firms including LPL Financial and Community Bank Systems Inc. Outside of financial services, Thompson has experience working with municipal and educational organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Reid Mclaughlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the unique goals and financial circumstances of high net-worth individuals and families. Reid's client focus areas include family wealth management, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, and tax minimization. Reid earned a Bachelor of Science degree in Economics with a minor in Finance from the University of Tennessee. He holds the Personal Investment Advisor (PIA) designation. Having grown up in the financial services industry alongside his father, who has over 30 years of experience, Reid joined Merrill Private Wealth Management in 2014 and is committed to delivering customized strategies through a one-on-one approach with his clients. Outside of work, Reid is involved in his community and spends his personal time enjoying fishing, football, music, soccer, and family activities.

Debra Galbraith is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2026, she worked for ten years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Ronnie Rochelle is a CFP® professional with 34 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a Knox County Commissioner and is involved in website design and fixed insurance sales. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Caleigh Herring is a Series 66-licensed financial advisor with Fidelity in Knoxville, TN, and has two years of industry experience. Her prior roles include positions at UT-Battelle and the University of Tennessee - Knoxville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers portfolio management, fund advisory, and model portfolios designed for intermediary platforms, with distinctive activities including commodity pool operation and advisory roles to registered investment companies.

Christina Beals is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, Securities America, Inc., and Securities Service Network, Inc. Beals also holds a sales supervision principal position with Advisor Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to construct and manage portfolios.

Rachel Rosenbaum is a Series 66-credentialed financial advisor with UBS Financial Services, based in Knoxville, TN, and has been with the firm since 2024. Her prior experience includes roles at Chick-fil-A and the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Edward Jones is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. Prior to that, he was with Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other activities, he serves as a principal and agent at an independent insurance agency and holds board positions with the Rotary Club of Farragut and its foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client needs.