Matthew Fairclough is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. He is also a co-owner of a real estate venture outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery methods and advanced modeling tools.

Laura Osgood is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, bringing 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she volunteers with the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized retirement-income consulting team.

Baker Whitfield is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Whitfield worked at First Horizon and has held roles in various organizations including Diamond Baseball-Simcox Academy and Movement Mortgage. 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 advice and account management implemented by a large network of investment adviser representatives.

Adam Burnett is a financial professional with 29 years of industry experience, currently serving at Cetera. His prior firms include Robert Baird & Co., Hilliard Lyons, and SunTrust Advisory Services. He is also involved with Millennium Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Miguel Perez Pena is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Cannon Financial Strategists, Northwestern Mutual, and a background in education at the University of Georgia and two international schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Emily Puckett is a Series 66-registered financial advisor with UBS Financial Services in Knoxville, TN, where she has worked since 2018. She has six years of industry experience and has also been involved in yoga instruction at The Glowing Body, a studio she has been affiliated with since 2017. Additionally, she has acted in Christian theatre productions with The WordPlayers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Stanton Jacobs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Gaines Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He serves a diverse clientele that includes active and retired physicians, attorneys, small business owners, executives, government contractors, engineers, entrepreneurs, foundations, and multiple generations of client families throughout Tennessee and nationwide. With more than 35 years of experience, Gaines emphasizes a client-first philosophy focused on understanding each client's unique financial and personal goals. As a founding member of The Norris Walker Group, he collaborates with fellow financial professionals to create responsive, tailored strategies and cultivate enduring client relationships. Gaines is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant and holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Tennessee System and has served six years in the U.S. Army National Guard. Outside of his professional work, Gaines is active in his church and has participated in leadership roles with Bible Study Fellowship since 1990. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, reading, spending time with family, and traveling.

Brent Trentham is a CFP®-certified financial advisor with Ameriprise in Knoxville, TN, bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the University of Tennessee College of Education, Health & Human Sciences and is involved in managing a vision and business planning practice. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Katherine Tracey is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2020, she worked at Blount Memorial Hospital and Covenant Health, each for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Leigh Harrison is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2025, Harrison worked at First Tennessee Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, investment management, and institutional platforms with a broad range of strategies and utilizes technology tools to support advisors.

Sophie King is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 11 years of industry experience. She previously worked at Northwestern Mutual in various capacities for over a decade before joining MassMutual Life Insurance Company and MML Investors Services, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and deliver written recommendations.

Kristine Novello is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and five years of experience at UBS. Her career includes prior roles at Monat since 2018 and six years with School District U-46. Outside of financial services, she has done seasonal retail work organizing inventory at Kohl’s. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and access to institutional trading capabilities alongside wealth management.

Susan Crunk is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James since 2017, following prior roles at Wells Fargo Advisors. Outside of her advisory role, she serves on the finance and investment committee at Hendersonville First Baptist Church, where she participates in financial oversight and budget approval. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports its clients through a broad network and specialized programs.

Robert Sheppard is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles in financial services, mortgage lending, and insurance sales, alongside ownership of a cattle-raising operation. He is involved in multiple business activities, including mortgage origination and insurance. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm delivers model-based investment strategies primarily managed by third-party asset managers and supports account custody and trade execution with established financial institutions.

Shannon Orban is a financial advisor with Morgan Stanley in Knoxville, TN, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a board member for Animale Sanctuary, which rescues and rehomes abused, neglected, and abandoned animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning services both directly and through corporate agreements.

Kyle Walker is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies, with a notable program that integrates algorithmic automation under oversight to generate tailored retirement income recommendations.

Scott Farmer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Rhea is a Certified Financial Planner® with 33 years of industry experience. He has been with UBS Financial Services since 2013. Based in Knoxville, TN, he holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and a broad range of financial services, including discretionary portfolio management and capital markets activities.

William Farrell is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with UBS Financial Services since 1995. In addition to his advisory role, Farrell provides business advice to professional athletes through a partnership called Precise Advisory. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, proprietary research, and capital markets expertise.