Christy Lederer is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 license and four years of industry experience. She previously worked at Cetera Investment Advisers and Regions Bank. Lederer serves as president of the Webb School of Knoxville Alumni Association and is a member of its board of directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Sarah Hurley is a financial advisor with Fidelity in Knoxville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. Her work history includes roles at Fidelity Investments since 2021, Vanderbilt Mortgage and Finance, Trustco Bank, and 401(k) Generation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Armando Garcia is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. He is based in Knoxville, TN. 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 plans, corporations, and charitable organizations.

Frank Orrico is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at the University of Tennessee Knoxville and Ingles Markets, Inc., as well as operating Cheers at Choto from 2019 to 2023. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Durante is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 1999. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ann Schueler is a CFP®-certified financial advisor with 34 years of industry experience. She has worked at LPL Financial since 2009 and previously spent five years at Ameriprise. She also operates a financial services business under the name Ann Schueler Financial Services in Knoxville, TN. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Emily Webber is a Series 66-licensed financial advisor with Morgan Stanley in Knoxville, Tennessee, where she has worked since 2015, including ten years at Morgan Stanley Private Bank, N.A. She has ten years of industry experience. Outside of her advisory role, she serves as a board member for a local religious organization. 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, including tailored financial planning and estate planning, supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Danny Creswell is a financial advisor with Primerica Advisors in Farragut, Tennessee, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of his advisory work, Creswell has operated Brannon Auto Sales since 1997 and boards horses at his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Christina Phillips is a financial advisor with Edward Jones in Alcoa, TN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages rental properties in Maryville, TN. 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 under management 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.

Justin Mackay is a financial advisor with Wells Fargo Clearing in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo. Outside of his advisory role, Mackay serves as a public address announcer for the University of Tennessee Women's Soccer and the Knoxville Ice Bears and teaches introductory finance to eighth graders at the Tates School of Discovery. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kristi Hill is a financial advisor with Ameriprise in Maryville, TN, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, LPL Financial, Tennessee Valley Asset Management Partners, and Quality Financial Concepts. Outside of her advisory work, she authored a faith-based book titled *Miles with the Master, 30 Devotionals for the Road of Faith*, published in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Jon Tubbs is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, he serves on the missions committee of Christ Covenant Church, which oversees the financial support of missionaries both in the U.S. and abroad. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized portfolios across various asset classes.

James Dickerson is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as the Finance Chair for the YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, operating a large network of advisors and offering services under a fiduciary standard.

Thomas Unger is a CFP® professional at Edward Jones with six years of industry experience. He previously worked at Price Waterhouse Coopers and Sogeti USA (Capgemini). Outside of his advisory role, he coaches youth lacrosse for players aged 10 to 12 in the Knoxville area. 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 programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jeffrey Painter is a CFP® with 22 years of industry experience, currently serving at Raymond James & Associates since 2016. He previously worked at J.J.B. Hilliard, W.L. Lyons LLC and Merrill. Outside of his advisory role, he is a future executor for relatives, a non-investment related activity. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jillinn Wilson is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and as an independent insurance agent. Outside of her advisory role, she is involved with Oneill Marketing Florida as a health insurance agent. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Matthew Odom is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is involved with the Episcopal Church of the Ascension as a committee member responsible for leading meetings and budget decisions, and he teaches financial literacy and work readiness to elementary and middle school students through Junior Achievement East Tennessee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering fiduciary financial planning along with custody, underwriting, and capital markets services.

Robert Williams is a financial advisor with Cetera, holding a Series 63 credential and 38 years of industry experience. He has worked at Millennium Wealth Management and Millennium Brokerage Group, among other firms, and is involved in fixed insurance retailing and wholesaling as a partner at Millennium Brokerage Group. Williams also serves as a trustee for several irrevocable trusts and operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, and oversees approximately $256 billion in assets with a broad client base.

Jonathan Laliberte is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Bank of America NA and Calvary Chapel. 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 solutions supported by a large national network of advisors and branch offices.

Chelsea Shanahan is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at LPL Financial, Invest Financial Corporation, and United Community Advisory Service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized programs such as divorce planning and estate-settlement services.