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.

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.

Laila Zeman is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she works with clients to guide them through their financial journeys by having open conversations to understand their needs and help them work toward their financial goals in an approachable and judgment-free manner. Laila's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor at Visions Investment Services. Prior to that, she held roles at Visions Federal Credit Union, including Service and Sales Representative and Branch Member Account Specialist. Outside of her professional work, Laila enjoys attending concerts, cooking and baking, spending time with friends at social events, music, pets, and traveling.

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.

Mazin Mo is a financial advisor at Edward Jones in Farragut, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Toyota of Laramie and Dewey Pest Control and spent six years at the University of Laramie. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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 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.