Patricia Kes Le Jeune is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley and JP Morgan Securities. Outside of her advisory roles, she serves as a co-trustee for the Nancy J. Kes Irrevocable Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Monte Miller is a Series 63-licensed financial advisor with Cambridge Investment Research Advisors, bringing 32 years of industry experience. He has been with Cambridge since 2016 and is involved in independent insurance activities, including partnerships with regional insurance agencies. Miller also serves as CEO of Crestpoint Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Derek Knoernschild is a Series 66 licensed financial advisor with 16 years of experience, currently serving at Thrivent Investment Management in Knoxville, TN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a wide range of financial topics, with the option to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Chad Clark is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated firm since 2014. Outside of his advisory role, he is involved in managing business operations as a partner and co-owner of practice management firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice, combining investment research and algorithmic tools to help clients manage income sources and tax-aware withdrawal strategies.

Curtis Bare III is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrive Lot, Inc., the University of Tennessee, and Weill Cornell Medicine. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Stephen Wallace is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Timothy Davenport is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 13 years of industry experience. He has worked with Merrill since 2013 and with Bank of America, N.A. since 2014. Merrill, together 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 strategies managed by internal Chief Investment Office teams and third-party style managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Jones is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2015, with prior experience at UBS Financial Services from 2012 to 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and fiduciary solutions supported by a nationwide adviser network.

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 CFP® professional with 26 years of experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC for 21 years. He is a general member of the Financial Planning Association of East Tennessee and serves as executor of his mother’s will. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm relies on third-party program sponsors and offers a range of advisory models implemented through various platforms.

Ryan Keeton is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2025, he worked for ten years at Plateau Electric Cooperative. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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 at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A., Lipscomb University, Roane State Community College, and Merrill. Merrill, together 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.

Kendahl Johnson is a Series 66-licensed financial advisor with Raymond James Financial in Knoxville, TN, and has one year of industry experience. Prior to joining Raymond James, Johnson held roles at LPL Financial and First Horizon Advisors. Outside of his advisory work, he has experience with community involvement through Sevier Heights Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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.