Ken Shipley is a CFP® professional with 27 years of industry experience. He joined Osaic in 2025 after a 26-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he coaches basketball at Hardin Valley Academy in Knoxville, TN. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of investment vehicles on both discretionary and non-discretionary bases.

George Frederick is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for 40 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs with sales of financial products such as insurance.

Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Catherine Mc Conkey is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. She has been with Ameriprise Financial Services and its affiliates since 2007. Outside of her advisory role, she is involved in a retail home party business specializing in kitchen tools and sundries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Heather Cook is a CFP®-certified financial advisor with six years of industry experience, all of which she has spent with Edward Jones. She began her career after completing her studies in 2019 and has been based in Farragut, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

John Criner is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked at Northwestern Mutual Life Insurance Company and held academic positions at the University of Tennessee College of Business and College of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, including proprietary research and capital markets activities.

Taylor Chandler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Chandler worked at UBS Financial Services and spent six years in the retail sector with Lamon Jewelers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm engages in discretionary and non-discretionary management, fund advisory, and uses algorithmic methods and AI in its investment process.

James Hutchison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with MML Investors Services since 1999 and MassMutual Life Insurance Company since 1998. Outside of his advisory work, he is involved in life, health, and property and casualty insurance sales, and he owns a real estate business focused on purchasing and renovating homes for resale. Mass Mutual 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 provides financial planning, asset management, and educational programs, using firm-approved tools and a collaborative approach to help clients with various planning needs.

Christopher Finley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, ETrade Financial, and Scottrade prior to joining Edward Jones. His background also includes seven years at East Tennessee State University. 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 strategies, separately managed accounts, and affiliated mutual funds.

Laila Zeman is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she works with clients to guide them through their financial journeys by having open conversations to understand their needs and help them work toward their financial goals in an approachable and judgment-free manner. Laila's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor at Visions Investment Services. Prior to that, she held roles at Visions Federal Credit Union, including Service and Sales Representative and Branch Member Account Specialist. Outside of her professional work, Laila enjoys attending concerts, cooking and baking, spending time with friends at social events, music, pets, and traveling.

Daniel Mccarthy Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license. He has 35 years of industry experience, having worked with Mass Mutual since 1990. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships.

Mazin Mo is a financial advisor at Edward Jones in Farragut, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Toyota of Laramie and Dewey Pest Control and spent six years at the University of Laramie. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Michael Morrell is a financial advisor with LPL Financial in Maryville, Tennessee, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked with Linsco Private Ledger since 2007. 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and extensive due diligence.

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.

William Rehnberg is a financial advisor at Morgan Stanley in Knoxville, TN, holding Series 65 and Series 63 registrations with five years of industry experience. He has previously worked with CCS Transactions, LLC and Chartwell Financial Advisory, Inc., and was employed at the University of St. Thomas for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Randall Tisdale is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

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.