Brian Duncan is a financial advisor at Osaic with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in Integrity Wealth, a sole proprietorship focused on insurance sales, financial planning, and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with multiple platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Randy Myers is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has prior experience at Ftb Advisors, Inc. and First Tennessee Brokerage, where he worked for 13 and 19 years respectively. Myers is based in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Kirkwood is a financial advisor at Ameriprise with 37 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis supported by a centralized consulting team to deliver these services, primarily for clients with assets managed within Ameriprise.

Darin Patterson Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include 17 years at FTB Advisors and two years at LPL Financial. He is also associated with FirstBank in Knoxville, TN, where he works as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Ogle III is a financial advisor with Equitable Advisors in Knoxville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and Elavon, Inc. He is also an active organist at Central Baptist Bearden Church and serves as a member-at-large on the board of the Knoxville chapter of the American Guild of Organists. Equitable Advisors serves individual, corporate, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party TAMPs and proprietary solutions, and serves clients ranging from non-high-net-worth individuals to pension and profit-sharing plans.

Robert Steele is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996 and is also involved with Avenger Logistics. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on tiered wrap fees and independent due diligence.

Joseph Frost is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Frost serves as a basketball coach at Seymour High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Thompson is a Financial Consultant currently with Fidelity Investments, where he has been employed since 2014. His roles at Fidelity include Financial Representative, Relationship Manager, Investment Consultant, Planning Consultant, and Financial Consultant. Prior to joining Fidelity Investments, Andrew worked as a Financial Representative at Northwestern Mutual in 2014. Andrew's experience encompasses various aspects of financial planning and investment consulting. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice tailored to clients' needs. Outside of his professional career, Andrew is engaged in activities such as biking, golf, running, swimming, and family activities, reflecting his interests in both personal fitness and family life.

Michael Hollenbach is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has prior experience at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. He offers investment products and services through LPL Financial using the trade name First Horizon Advisors. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by institutional research and model portfolios.

Matthew Fairclough is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. He is also a co-owner of a real estate venture outside of his advisory work. 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 and financial planning services that utilize structured discovery methods and advanced modeling tools.

Laura Osgood is a Series 66-licensed financial advisor with Ameriprise in Knoxville, TN, bringing 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she volunteers with the Blount County Rescue Squad. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized retirement-income consulting team.

Baker Whitfield is a financial advisor with LPL Financial in Knoxville, TN, holding the Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, Whitfield worked at First Horizon and has experience in education and mortgage sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to various model portfolios and research resources.

Adam Burnett is a financial professional with 29 years of industry experience, currently serving at Cetera. His prior firms include Robert Baird & Co., Hilliard Lyons, and SunTrust Advisory Services. He is also involved with Millennium Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Miguel Perez Pena is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior experience includes roles at Cannon Financial Strategists, Northwestern Mutual, and a background in education at the University of Georgia and two international schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Emily Puckett is a Series 66-registered financial advisor with UBS Financial Services in Knoxville, TN, where she has worked since 2018. She has six years of industry experience and has also been involved in yoga instruction at The Glowing Body, a studio she has been affiliated with since 2017. Additionally, she has acted in Christian theatre productions with The WordPlayers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including 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 advice to clients.

Stanton Jacobs is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

David Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and various Workplace Planning Consultant roles. Prior to joining Fidelity, he worked as a Financial Services Officer at State Employees Credit Union from 2018 to 2021. David focuses on partnering with individuals and families to understand their needs and preferences, aiming to co-create holistic financial plans. His approach involves uncovering what is important to clients and providing support to implement plans aligned with their goals. Outside of his professional work, David's personal interests include boating, fitness, football, parenthood, and pets.

Gaines Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and retirement income. He serves a diverse clientele that includes active and retired physicians, attorneys, small business owners, executives, government contractors, engineers, entrepreneurs, foundations, and multiple generations of client families throughout Tennessee and nationwide. With more than 35 years of experience, Gaines emphasizes a client-first philosophy focused on understanding each client's unique financial and personal goals. As a founding member of The Norris Walker Group, he collaborates with fellow financial professionals to create responsive, tailored strategies and cultivate enduring client relationships. Gaines is a CERTIFIED FINANCIAL PLANNER® (CFP) certificant and holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Tennessee System and has served six years in the U.S. Army National Guard. Outside of his professional work, Gaines is active in his church and has participated in leadership roles with Bible Study Fellowship since 1990. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, reading, spending time with family, and traveling.

Brent Trentham is a CFP®-certified financial advisor with Ameriprise in Knoxville, TN, bringing 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the University of Tennessee College of Education, Health & Human Sciences and is involved in managing a vision and business planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Katherine Tracey is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2020, she worked at Blount Memorial Hospital and Covenant Health, each for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.