Robert Schutt is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Ameriprise in Knoxville, TN. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as President on the Board of Directors for the Knoxville Volunteer Rotary Club and participates on the club’s finance committee overseeing investment decisions for a significant gift. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm provides a specialized Premier Retirement Income service focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.

Tyrone Matheny is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has two years of industry experience, including prior service in the U.S. Marine Corps. His career also includes a period of retirement before joining Mass Mutual in 2023. 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 provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Timothy Davenport is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2014. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Hornberger 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 joining Edward Jones, he worked at The House Store for three years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Warren Cates is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent offering various insurance products. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and offering services such as divorce planning and estate-settlement.

Marshall Harkrider is a financial advisor with Robert Baird & Co. in Knoxville, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Northwestern Mutual Life Insurance Company and various positions related to education and local organizations. Robert Baird & Co.’s Private Wealth Management team serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology, including artificial intelligence.

William Stamper is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining UBS in 2020, he worked at Bank of America and Merrill Lynch. He is involved in his community as a committee member of the budget and finance committee at Sequoyah Hills Presbyterian Church and serves on the board of directors for the SHPC Benevolence Foundation, which supports local charities in Knoxville. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services including portfolio management, financial planning, underwriting, and securities lending.

David Jeffries is a financial advisor with Equitable Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a general member of the Financial Planning Association of East Tennessee and serves as executor of his mother’s will. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to clients’ goals and risk profiles.

Benjamin Collins is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following a tenure at J.J.B. Hilliard, W.L. Lyons, Inc. beginning in 2004. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a variety of strategies and investment approaches tailored to client goals and risk tolerances.

Brianna Hoyt is a financial advisor with Merrill based in Knoxville, TN. She holds the Series 66 designation and has two years of industry experience. Her work history includes roles at Bank of America, Lipscomb University, and Roane State Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kendahl Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Johnson worked at LPL Financial and First Horizon Advisors. Outside of his advisory work, he has experience with community organizations such as Sevier Heights Baptist Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, and municipal entities. The firm offers tailored, typically non-discretionary advisory solutions and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Todd Rechenbach is a financial advisor with LPL Financial in Knoxville, TN, holding the ChFC® designation along with Series 63 and 65 licenses. He has 33 years of industry experience, including 20 years at Private Client Services, LLC and Woodbury Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 services, including discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Stephen Norris is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1977 following four years of active duty in the U.S. Air Force at Hahn Air Force Base in Germany. Over a career spanning more than 45 years, Stephen has developed a focus on family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, small business strategies, investment strategy, tax minimization, and retirement income. Stephen is a founding member of The Norris Walker Group, a family-oriented team dedicated to helping clients at various stages of life prepare for a range of financial circumstances. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Tennessee State University. Outside of his professional work, Stephen enjoys baseball, basketball, football, golfing, reading, traveling, and spending time with his family.

Elijah Snyder is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Pilot Company, Hodges Doughty and Carson Law, and BFRA. Outside of his advisory career, he was involved with Cedar Springs Presbyterian Church for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Robert Sheets is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Sheets Financial Group, and Lincoln Financial Securities Corporation. Outside of advising, he is involved in real estate ventures, including ownership and leadership roles in real estate partnerships. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Philip Faulk is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Knoxville, Tennessee, holding a Series 63 license and bringing 23 years of industry experience. He has held roles at Pinnacle Financial Partners and Pinnacle Bank since 2016, where he provides wealth management advice and manages client investment accounts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutions. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network, frequently acting in an advisory and implementation-support capacity rather than as a delegated manager.

Theresa Valero is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Merrill Lynch for three years and spent five years with St. Mary's Legacy Clinic. Valero holds the Series 66 designation. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Alicia Newhouse is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2018. In addition to her role at Raymond James, she is a registered sales assistant and dual employee of Pinnacle Asset Management and Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains a notable presence in municipal and public finance through affiliated capabilities.

Quinn Toomey is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Empire Wine. He also spent three years at Keuka College and two years at Hannaford. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Ashley Martin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in its investment approach.