Adam Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Durfee Financial Services, Bob Johnson Insurance, and Home Federal Bank of Tennessee. He also has a background in education, having worked at Union University and Berean Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, leveraging various strategies and tools while supporting a large network of over 22,800 advisors.

Matthew Whitman is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cameron Van Burkleo is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Outside of advising, he owns a rental property in Sevierville, Tennessee, which is primarily managed by his spouse. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a national network of over 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Robert Pruitt is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an adjunct professor at Tennessee Wesleyan College and participates as a public speaker for continuing legal education seminars. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages a large portfolio of client assets, employing a structured planning process supported by firm-approved tools.

Dugan McLaughlin is a Private Wealth Advisor and founder of the McLaughlin Group within Merrill Private Wealth Management. He has over 35 years of experience advising a select group of business owners, executives, and their families on the management, preservation, and stewardship of significant wealth. His expertise includes guiding families through expanding, transferring, or selling family businesses, preserving wealth across generations, enhancing portfolio diversification, managing concentrated exposure risks, optimizing balance sheets through debt structuring, and supporting philanthropic goals. McLaughlin holds a Bachelor's degree from the University of Tennessee and has lived in Knoxville for more than 50 years. He has served in leadership and contributor roles with local organizations, including as a director for the Boys & Girls Clubs of the Tennessee Valley and Zoo Knoxville. He and his wife, Stephanie, reside in Knoxville with their three children. His professional designations include Personal Investment Advisor (PIA). Throughout his career, Dugan McLaughlin has been recognized for distinguished service, having been named to Barron's "Top 1,000 Financial Advisors" from 2011 to 2013, Barron's "Top 1,200 Financial Advisors" from 2014 to 2019 and again in 2022-2023, and Forbes "Best-in-State Wealth Advisor" in 2018 and 2019, as well as Forbes "Best-in-State Wealth Management Teams" in 2023. His client focus areas encompass college and education planning, family wealth management strategies, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, and tax minimization. In his personal time, he enjoys boating, fishing, spending time with family, and watching movies.

Jacob Rechenbach is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Woodbury Financial Services. His current role includes leadership responsibilities within Guidance Advisors, an LPL-affiliated business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Champ is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he served in the Air Force Reserves from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Eugene Pope is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at F&M Bank and Academy Sports & Outdoors, as well as having a background with Tennessee Technological University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of services supported by proprietary research and market analysis.

Thomas Keeler is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2020, he worked at NAI Koella | RM Moore and Reynolds and Reynolds. He serves as Board President of the Holston Hills Neighborhood Association. Thomas is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a range of strategies including SMA programs, tax management, and model trading.

Jeremy Cox is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory role, Cox is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, where he serves in an administrative capacity. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm’s approach includes holistic, goal-based planning that can be combined with managed-account programs, while maintaining separate planning and investment management services.

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.

Randall Tisdale is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 63 designation and over 43 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Mass Mutual Investors Services from 2004 to 2007. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.