Wendy Schopp is a financial advisor with Edward Jones in Farragut, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she owns and manages commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

Christopher Cowan Banker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at IBM and Kimberly-Clark. Outside of his advisory role, he serves as president of the Governors Row Homeowners Association in Knoxville, TN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a range of brokerage and advisory solutions supported by its large scale and extensive resources.

Corey Wilson is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the sole proprietor of an investment-related company involved in rental property management in Knoxville, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Joseph Moore is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at LPL from 2012 to 2019 before joining Cambridge in 2019. Outside of advisory work, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, using a variety of portfolio management approaches and platform arrangements.

James Cagle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing over three decades of experience in working closely with affluent families to address their financial goals and streamline their investment processes. His client focus includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. Jim holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ in conjunction with the Wharton School of Business, University of Pennsylvania. He earned a bachelor's degree in Finance and Business Administration from East Tennessee State University. Jim resides in Knoxville and has two adult sons. In addition to his professional work, he is involved with several local charities.

Jordan Ramsey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Audi Knoxville for four years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Kevin Denning is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Denning has an involvement with Antero Resources Corporation, a gas exploration and drilling company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a broad range of investment strategies and affiliated services under a fiduciary standard.

Madison Moua is a financial advisor at LPL Financial with seven years of industry experience. She has worked at LPL Financial since 2025 and has a decade of experience with FTB Advisors. Prior to her advisory roles, she was employed by Hilton for five years. 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 portfolio programs, and institutional platforms, supported by extensive resources and a broad network of over 22,800 advisors.

Cynthia Harless is a financial advisor with Raymond James & Associates in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Mesa Snell is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Before joining Fidelity, Mesa worked at Apple Inc. for four years and held various roles in education and other businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model solutions.

Russell Wilson is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he serves as president of the board of directors for InterFaith Health Clinic, a nonprofit health clinic serving the working poor. 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.

Nicholas Favaro is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at TIAA and Belk Department Stores. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services.

Karen Houston is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with PFS Investments Inc since 2018 and has been affiliated with Primerica Financial Services since 1998. Outside of her advisory role, she is the owner and author of Root 66 Habit Highway, a book project based in Knoxville. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery investment strategies supported by third-party asset managers and custodial services.

Jonathan Butcher is a financial advisor at LPL Enterprise with a Series 66 designation. He has been with LPL Enterprise since 2025 and has prior experience with Re-Find Estate, Axis Inc., and The Goose Chase. Outside of his advisory roles, he has a background that includes work related to homeschooling. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and various institutions. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and a range of affiliated financial services.

John Sergent is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at First Horizon since 2009 alongside his current role at LPL 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Melissa Clark is a financial advisor with LPL Financial based in Knoxville, TN, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes long-term roles at First Tennessee and First Tennessee Brokerage Inc before joining LPL 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

Melissa Johnson is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley and its affiliate firms since 2019 and is also involved with Heritage Ministries, Inc., a civic and community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

David Reynolds is a financial advisor with LPL Financial in Maryville, Tennessee, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked previously with First Tennessee Brokerage, Inc. and 1 St Tn Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Brandie Julian is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with three years of industry experience. She has worked in various roles across financial services and related fields since 2015. Outside of her advisory role, she is a director of the Smoky Mountain Music Festival, a family business based in Knoxville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured planning tools and a comprehensive investment approach.

Susan Aragon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2008, including a brief role at the US Census Bureau in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.