Christopher Finley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, ETrade Financial, and Scottrade prior to joining Edward Jones. His background also includes seven years at East Tennessee State University. 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 strategies, separately managed accounts, and affiliated mutual funds.

Timothy Champ 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 his current role, he served in the Air Force Reserves from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Daniel Mccarthy Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and a Series 63 license. He has 35 years of industry experience, having worked with Mass Mutual since 1990. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships.

Eugene Pope is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at F&M Bank and Academy Sports & Outdoors, as well as having a background with Tennessee Technological University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of services supported by proprietary research and market analysis.

Thomas Keeler is a financial advisor with Robert W. Baird & Co. in Knoxville, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at NAI Koella | RM Moore, Reynolds and Reynolds, and CosmoProf Beauty. He serves as Board President of the Holston Hills Neighborhood association. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jeremy Cox is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory role, Cox is co-owner of NMJ Tax Services LLC, a company providing tax and accounting services, where he serves in an administrative capacity. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm’s approach includes holistic, goal-based planning that can be combined with managed-account programs, while maintaining separate planning and investment management services.

Michael Morrell is a financial advisor with LPL Financial in Maryville, TN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes tenure at Linsco Private Ledger and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Smith is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and extensive due diligence.

Ryan Greer is the Resident Director at Merrill, specializing in connecting clients with tailored financial plans to meet their unique ambitions. He has been a financial advisor since 2004 and focuses on areas including financial planning, wealth accumulation, investment research, retirement planning, estate planning services, and college funding. Ryan holds a Bachelor's Degree in Finance from Tennessee Technological University. During his time there, he was a four-year golf letterman, earning All-Conference and Academic All-Conference honors, and served as Captain of the golf team for two years. He holds the Personal Investment Advisor (PIA) professional designation. Ryan lives in Knoxville with his wife, Jenny, and their two children, Amelia and Walker. He serves on the Executive Board of the Tennessee Golf Association and is part of the Knoxville Advisory Board for the American Heart Association.

Blake Mayo is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022, following three years at UBS Financial Services. Mayo also has a background that includes work at the University of Tennessee and involvement with Mayo Garden Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on fiduciary responsibility and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Deborah Webb is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research from its Chief Investment Office to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Bryan Powell is a CFP® professional with 15 years of experience at MassMutual Investors Services and its affiliate MassMutual Life Insurance Company. He serves as Director of Planning and owner of Capital Planning Resource Group, LLC, a fee-based financial planning firm, and is president of Powell Ventures, LLC, which holds a partnership interest in that group. MassMutual Investors Services, LLC 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 collaborative, annual planning engagements using firm-approved analytical tools and serves a wide range of client needs including high-net-worth and event-driven planning.

Brett Zion is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, N.A., and UBS Financial Services since 2020. 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 provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

John Tucker is a financial advisor with Ameriprise in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Travel 2 Give, LLC, a travel services company. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with specific asset thresholds, offering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with client advisors.

William Rehnberg is a financial advisor with Morgan Stanley in Knoxville, TN, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Morgan Stanley, he worked at CCS Transactions, LLC, Chartwell Financial Advisory, Inc., and the University of St. Thomas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm employs a structured financial planning process using firm-approved tools and offers services supported by its Global Investment Committee’s analyses.

Randall Tisdale is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 63 designation and over 43 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Mass Mutual Investors Services from 2004 to 2007. 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 portfolios, third-party asset management, and institutional platforms.

Matthew Valenti is a CFP® professional with 10 years of experience in the financial industry. He has been with Edward Jones since 2015, working in the Knoxville, TN office. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria King is a financial advisor at UBS Financial Services with 25 years of industry experience. She previously worked at Southwest Securities for 20 years and was employed by Charles Schwab and Charles Schwab Bank before joining UBS in 2022. King serves on the board of a nonprofit focused on supporting radiological imaging in low- and middle-income countries, where she contributes to financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocation to tailor investment strategies.

Jake Mckinnie is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Knoxville, TN. His prior work includes roles at Cetera, Regions Bank, and Thrivent 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 wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

William Smedley is a financial advisor at Morgan Stanley in Knoxville, TN, holding a Series 66 designation. He has recent experience at Northwestern Mutual, Aon, and The North Face, and has been affiliated with Belmont University since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.