Ryan Tenry is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including prior roles at Simmons First Investment Group. Outside of his advisory work, Tenry operates as an independent insurance agent and serves as president of Crestpoint Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Anthony Jones is a CFP® with 25 years of experience in the financial industry. He is currently with Ameriprise Financial Services, LLC and previously worked for LPL Financial, LLC. He also serves as Vice President and committee member at Mountain Commerce Bank, where he has been active for more than 19 years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Robert Wallace 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 affiliate since 2014. Outside of his advisory work, he has partial ownership and serves as secretary of Rocky Hill Properties LLC, a company formed to own a single piece of commercial real estate. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendation reports tailored to clients’ financial situations.

Hunter Ferry is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, including roles at Charles Schwab Bank. Prior to his financial services career, Hunter held positions at Uber, Total Quality Logistics, and Alexander Bullitts Winery and Brewery. Charles Schwab serves primarily 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ken Shipley is a CFP® professional with 27 years of industry experience. He joined Osaic in 2025 after a 26-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, he coaches basketball at Hardin Valley Academy in Knoxville, TN. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a variety of investment vehicles on both discretionary and non-discretionary bases.

Jonathan Oakes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Commonwealth Financial Network, and other firms. Oakes serves as an advisory board member and senior warden at the Episcopal Church of the Ascension in Knoxville and is also a board member of the Ijams Nature Center. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform including custody, underwriting, and capital markets services.

George Frederick is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for 40 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs with sales of financial products such as insurance.

Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

William Hicks is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Johnson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience at Durfee Financial Services, Bob Johnson Insurance, and Home Federal Bank of Tennessee. Adam also worked in education and food service before entering financial advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Matthew Whitman is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cameron Van Burkleo is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Outside of advising, he owns a rental property in Sevierville, Tennessee, which is primarily managed by his spouse. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a national network of over 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Heather Cook is a CFP®-certified financial advisor with six years of industry experience, all of which she has spent with Edward Jones. She began her career after completing her studies in 2019 and has been based in Farragut, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Pruitt is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an adjunct professor at Tennessee Wesleyan College and participates as a public speaker for continuing legal education seminars. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages a large portfolio of client assets, employing a structured planning process supported by firm-approved tools.

John Criner is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked at Northwestern Mutual Life Insurance Company and held academic positions at the University of Tennessee College of Business and College of Law. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, including proprietary research and capital markets activities.

Dugan McLaughlin is a Private Wealth Advisor and founder of the McLaughlin Group within Merrill Private Wealth Management. He has over 35 years of experience advising a select group of business owners, executives, and their families on the management, preservation, and stewardship of significant wealth. His expertise includes guiding families through expanding, transferring, or selling family businesses, preserving wealth across generations, enhancing portfolio diversification, managing concentrated exposure risks, optimizing balance sheets through debt structuring, and supporting philanthropic goals. McLaughlin holds a Bachelor's degree from the University of Tennessee and has lived in Knoxville for more than 50 years. He has served in leadership and contributor roles with local organizations, including as a director for the Boys & Girls Clubs of the Tennessee Valley and Zoo Knoxville. He and his wife, Stephanie, reside in Knoxville with their three children. His professional designations include Personal Investment Advisor (PIA). Throughout his career, Dugan McLaughlin has been recognized for distinguished service, having been named to Barron's "Top 1,000 Financial Advisors" from 2011 to 2013, Barron's "Top 1,200 Financial Advisors" from 2014 to 2019 and again in 2022-2023, and Forbes "Best-in-State Wealth Advisor" in 2018 and 2019, as well as Forbes "Best-in-State Wealth Management Teams" in 2023. His client focus areas encompass college and education planning, family wealth management strategies, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, and tax minimization. In his personal time, he enjoys boating, fishing, spending time with family, and watching movies.

Jacob Rechenbach is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Woodbury Financial Services, Charles Schwab, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Taylor Chandler is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Chandler worked at UBS Financial Services for two years and was employed at Lamon Jewelers for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, with established oversight and governance processes.

James Hutchison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with MML Investors Services since 1999 and MassMutual Life Insurance Company since 1998. Outside of his advisory work, he is involved in life, health, and property and casualty insurance sales, and he owns a real estate business focused on purchasing and renovating homes for resale. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, using firm-approved tools and a collaborative approach to help clients with various planning needs.

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.