William Crowe is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Raymond James Financial Services, Truist Bank, and Edward Jones. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bill Hankins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he assists clients in working towards their financial goals by serving as a trusted partner throughout the financial planning process. His approach combines financial data analysis with in-depth discussions of clients' personal circumstances to tailor strategies that align with their definitions of success. Prior to joining Fidelity Investments, Bill gained experience as a Financial Advisor at several firms, including Office of Supervisory Jurisdiction Securities Service Network, Inc. from 2000 to 2010, CitiStreet Equities from 1999 to 2000, and American Express Financial Advisors from 1998 to 1999. He holds a California Insurance License, supporting his expertise in financial planning and insurance products. Outside of his professional work, Bill engages in family activities and maintains an active lifestyle through fitness, hiking, and running. He also participates in volunteering activities.

Clint Foster is a financial advisor with LPL Financial in Oak Ridge, TN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones and Tennessee Valley Asset Management Partners, LLC. He is also involved with C Foster Enterprises, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Susan Morris is a financial advisor at UBS Financial Services with 38 years of industry experience. She has been with UBS since 1987. She holds the Series 63 designation and is based in Knoxville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Donnie Iverson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1999 and joined Merrill Lynch in 2007. Donnie is part of the Cagle Cross Group, a team of professionals with over 100 years of combined experience, collaborating to provide comprehensive wealth management services. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, personal retirement planning, tax minimization, and retirement income. Donnie advises working professionals and retirees both within the Knoxville area and nationally, leveraging his experience through various market conditions to help clients achieve their long-term financial goals. Donnie holds the CERTIFIED FINANCIAL PLANNER® certification obtained in 2012 and graduated magna cum laude from Freed-Hardeman University in 1999 with a bachelor's degree in Business. He serves on the President's Council and the College of Business Advisory Board at his alma mater. Residing in West Knoxville with his wife Jamie and their three daughters, Donnie is active in his community, attending the Karns Church of Christ where he teaches classes, and participating in mission work in India and local outreach activities. He enjoys playing golf and is a fan of Tennessee football.

Jeffrey Roberts is a financial advisor with Ameriprise in Powell, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Susan Bryant is a financial advisor with Ameriprise in Lenoir City, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts within its advisory solutions.

Jonathan Gilliam is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he manages a landscaping business in Knoxville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee’s research.

Farrell Scott is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, holding four years of experience at the firm and a total of six years in the industry. Prior to his financial advisory career, he managed shifts and large catering orders at Brenz Pizza Company in Knoxville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Ashley Herron is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Series 66-licensed financial advisor with seven years of industry experience. She is currently with LPL Financial and has spent ten years associated with FTB Advisors. Prior to her advisory career, she worked at Hilton for five years. 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 and brokerage services, including financial planning, retirement consulting, and model portfolio management, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

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.

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.