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.

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.

Cooper Hayes is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and is based in Knoxville, TN. Prior to joining Raymond James & Associates, his background includes periods of full-time education and roles at local golf and country clubs. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Cory Gerlach is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role at Edward Jones since 2018 and previously worked at Heil Trailer International from 2009 to 2018. He holds the Series 66 designation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 with Merrill Lynch Wealth Management, focusing on creating customized wealth management strategies to help clients achieve their financial and life goals. She works with affluent individuals, families, business owners, entrepreneurs, executives, and professionals, offering expertise in areas such as college education planning, divorce transition planning, legacy planning, philanthropic planning, socially responsible investing, and women and wealth. 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 joining Merrill Lynch Wealth Management in 2013. As a CERTIFIED FINANCIAL PLANNER® professional as well as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor, Jennifer collaborates with clients and their other professional advisors to design, implement, and review tailored financial plans that include tax minimization and estate planning strategies. Outside of her professional work, Jennifer is dedicated to serving her community and serves on the board of The Restoration House of East Tennessee. She enjoys spending time with her family and dogs, traveling, boating, hiking, singing, and playing the piano. She is also involved with organizations such as KARM, Olive Tree Early Learning Academy, The Restoration House, and YWCA Knoxville.

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 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 10 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets products.

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.

Jayme Bailey is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Knoxville, TN, where he has worked for 26 years. He is part of a large institutional firm with extensive experience in private wealth management. The DDK Group at Robert W. Baird serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing capabilities.

Jonah Stooksbury is a financial advisor with UBS Financial Services in Knoxville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at King Real Estate Services, Inc. and Stooksbury Property Management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

William Parrish Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in a separate business buying and selling classic Jeeps. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, deploying a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Oliver Stephens is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at First Horizon Bank and Hudson Group. 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 broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Roger Williams is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.