Stephen Norris is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 1977 following his active duty in the U.S. Air Force. He is a founding member of The Norris Walker Group, a team focused on helping clients navigate the complexities of wealth management across different stages of their financial lives. His professional approach emphasizes aligning financial strategies with the unique ambitions and priorities of each family he serves. With over 35 years of experience, Stephen specializes in areas including family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, small business strategies, investment strategy, tax minimization, and retirement income. His long-standing client relationships often extend beyond financial advising, reflecting a deep commitment to their financial and emotional well-being. Stephen holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from East Tennessee State University. Stephen's personal interests include baseball, basketball, football, golfing, reading, spending time with his family, and traveling.

Elijah Snyder is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Pilot Company, Hodges Doughty and Carson Law, and BFRA. Outside of his advisory career, he was involved with Cedar Springs Presbyterian Church for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Philip Faulk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has worked at Pinnacle Financial Partners and affiliated entities since 2016, providing wealth management advice and managing client investment accounts. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Theresa Valero is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Merrill Lynch for three years and spent five years with St. Mary's Legacy Clinic. Valero holds the Series 66 designation. 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.

Alicia Newhouse is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2018. Newhouse is also employed by Pinnacle Bank as a registered sales assistant. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm provides tailored, non-discretionary planning and supports its recommendations through advisory programs and technology-driven analytical tools.

Quinn Toomey is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Empire Wine. He also spent three years at Keuka College and two years at Hannaford. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Wade Wilkinson is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Securities America Advisors and SSN Advisory. Outside of his advisory work, he serves as a managing partner of Fort Loudon Financial LLC and is involved as a co-trustee for family trusts and as a general partner in his family’s real estate business. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, advisory, financial planning, and managed-account services with access to third-party money managers and a variety of investment options.

Stephanie Hawkins is a financial advisor with LPL Financial and holds a Series 63 designation. She has 31 years of industry experience and has worked with First Tennessee Brokerage, Inc. since 1997 and Ftb Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Kimberly Mcfall is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services from 2013 to 2020. Outside of her advisory role, she has a 50% ownership interest in a family business, Manicure Family Holdings, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Walker is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is a self-employed gardener in Knoxville. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options structured as a wrap-fee solution.

Heather McKinney is a financial advisor with Raymond James Financial in Knoxville, TN, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been associated with Raymond James and Pinnacle Financial Partners since 2013. In addition to her advisory role, she works with Pinnacle Asset Management, engaging clients on banking and investment needs referrals. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals.

Jillian Fenech is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Knoxville, TN. She has previously worked with Pinnacle Asset Management and Highland Capital Brokerage/Miller Loughery Beach. Fenech is part of the wealth management team known as Align Private Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored, non-discretionary planning and analytical tools to support client goals. The firm is notable for its municipal advisor affiliation and recent addition of a SIMPLE IRA Employer Advisory & Consulting Services program.

Brett Stephens is a CFP®-certified financial advisor with 19 years of industry experience, currently with Edelman Financial Engines in Knoxville, TN. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent seven years with The Mutual Fund Store. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment management solutions focused on diversified portfolios and long-term orientation.

Toby Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 23 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Chaunda Jetton is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. Her prior experience includes roles at Bank of America, N.A. She is also involved as a member of Young Living Essential Oils, where she refers friends and family. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeremy Nelson is a financial advisor at UBS Financial Services in Knoxville, TN, with 14 years of industry experience. He has been with UBS since 2015 and holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he is involved as an LLC member of Three Rivers Angler, a business that sells fly fishing gear and offers guided trips, and serves as treasurer and finance committee chair on the board of directors for the Historic Bijou Theatre foundation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services alongside proprietary research and analytics.

Richard Brittain is a financial advisor with OSAIC in Knoxville, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisor for six years and Valic Financial Advisors for seven years. In addition to his advisory role, Brittain is a licensed insurance agent involved in the sale and service of fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools, risk assessments, and automated rebalancing across various investment types.

Erin Hall is a Series 66 licensed financial advisor at Edward Jones in Knoxville, TN, with four years of industry experience. Prior to joining Edward Jones in 2021, Erin worked in several CrossFit-related roles and was self-employed from 2018 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of financial advisors and branch offices.

Alison Richardson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, serving a diverse client base through systematic methodologies and long-term asset allocation benchmarks.

Allan Cameron is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience at MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a vacation rental property. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.