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.

Gary Parker is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. while maintaining a long-term presence in the Tennessee financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Steven Schnupp is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has previously worked at firms including LPL Financial, Stratos Wealth Partners LTD, Buckhead Brokerage, and The Leaders Group Inc. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options across multiple custody platforms and employs both proprietary and third-party strategies tailored to client objectives.

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.

Cord Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Registered Representative with New York Life Insurance Company from 2021 to 2022. Cord focuses on helping clients establish financial plans tailored to their needs and preferences, emphasizing the importance of building relationships based on trust and respect as the foundation of the financial planning process. His professional background includes roles that involve advising clients on financial matters and developing personalized strategies. Outside of his professional work, Cord has interests in art, movies, music, parenthood, and running.

Carol Biladeau is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cindy Clowers is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she serves as an officer for CedarBrook Outreach, a charity focused on assisting at-risk families, and is involved in the management of her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client strategies.

David Brown is a financial advisor with Wells Fargo Advisors in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors since 2018, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

Jonathan Leonard is a CFP® with nine years of industry experience, currently serving at Mass Mutual Investors Services in Knoxville, TN. He has worked with MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Company since 2016. Leonard is also president of Nucleus Knoxville, a nonprofit business and social club where he organizes meetings and schedules speakers. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers.

James Munsey is a financial advisor with LPL Financial in Oak Ridge, TN, holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Edward Jones and AXA Advisors. Munsey also founded Munsey Financial LLC, a business related to his LPL activities. 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 provides a range of advisory programs, including discretionary and non-discretionary management, supported by research and third-party subadvisors.

Amanda Grubb is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017 following a one-year tenure at The Oliver Royale. Based in Knoxville, TN, she provides investment advisory services through UBS's extensive platform. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Natalie England is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Knoxville, TN. She has three years of industry experience, including prior work at Clayton Homes and Vanderbilt Mortgage. Outside of her advisory role, Natalie serves as Cheerleading Commissioner for a local youth sports organization, managing program coordination and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and allowing clients to combine planning with managed-account services under a consolidated billing option.

Andy Johnson is a Series 66-licensed financial advisor at UBS Financial Services in Knoxville, TN, with 21 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through its integrated platform.

Ronald White is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1987. His other business activities include part-time referrals of home security and automation products through Primerica client services and compensation from Primerica Mortgage for loan product sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Charles Rollins is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Empire Distributors, Volunteer Pharmacy, and Associated Brands. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.