Robert Claytor is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations and has a long tenure with First Tennessee Brokerage Inc and First Tennessee, where he has been affiliated since the early 1990s. Claytor is based in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by various model portfolios and research resources.

Christopher Cameron is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior firms include Bank of America and Merrill, where he worked for over a decade. Outside of his advisory role, he serves on the advisory board of Conservation Fisheries, Inc., an environmental organization focused on repopulating endangered fish species, and is a member of the board of trustees and chairman of the Endowment Committee at the Webb School of Knoxville. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, using proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and capital markets services.

Daryl Krogmann is a Series 66 licensed financial advisor with 18 years of industry experience, currently with Cetera since 2014. He serves as chairman and volunteer for the Rotary Youth Exchange in Florida and is a member of the church council at St. Johns Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager investment platform to individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers.

Kevin Knoernschild is a financial advisor with Thrivent Investment Management in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advising, he leases office space in Knoxville. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and separates its planning services from managed-account programs.

Zachary Adkisson is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 designation and three years of industry experience. He has been with Merrill and Bank of America since 2021 and has prior work experience that includes roles at DoorDash and The Mentzer Group. Outside of his advisory role, he serves on the boards of the University of Tennessee’s College of Music and Haslam College of Business and performs as a cellist at community events. 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 institutional investors.

Gail Hatfield is a CFP® professional with eight years of experience in the financial industry. She has worked at LPL Financial since 2017 and previously spent one year at UT Federal Credit Union. In addition to her advisory role, she is a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

Thor Victorson is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has been affiliated with First Tennessee Brokerage and FTB Advisors, Inc. for over two decades. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Jeffrey Golliher is a financial advisor with Robert Baird & Co. in Knoxville, TN, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. His other activities include serving as successor trustee for a long-time friend’s trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The group uses a range of financial planning, portfolio management, and advisory strategies supported by ongoing manager selection and home-office research.

Joshua Carter is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and nine years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Alicia Norton is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Clara Parker is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. She previously worked at First Horizon Advisors, Regions Bank, and Citibank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Sean Wilson is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Legacy Capital Advisors, LPL Financial, and Merrill Lynch, Pierce, Fenner & Smith/Bank of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Zachary Jamison is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with engagements structured as annual, collaborative relationships using firm-approved tools to analyze client goals and provide written recommendations.

Jefferson Cross is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than 28 years of experience in the financial services industry. He works with individuals and families to organize, plan, and track their financial goals, focusing on education about market movements and maintaining a long-term investment perspective. He is part of the Cagle Cross Group, a team of nine professionals with over 70 years of combined industry experience, including members who hold the CERTIFIED FINANCIAL PLANNER® certification. Jefferson holds a Bachelor's Degree from the University of Tennessee and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Jefferson is a devoted family man who enjoys spending time with his wife and three children. He is a committed churchgoer and places his faith at the center of his life. Jefferson is also an enthusiastic supporter of University of Tennessee athletics, sharing this passion with his family.

Chad Brogdon is a financial advisor with Thrivent Investment Management in Knoxville, TN, holding a Series 66 credential and seven years of industry experience. He has been with Thrivent since 2019 and previously worked in education and community organizations. Brogdon serves as a board member for the Seymour Hoops Club and the Seymour Volunteer Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses across a range of financial planning topics. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining a separation between planning and portfolio management services.

Rose Swanger is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with OSAIC since 2013. She also has ongoing roles with Advise Finance LLC and Emk Investment. Outside of her advisory work, she volunteers with programs focused on financial literacy for students and assists low-income individuals with tax preparation through the IRS Volunteer Program. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, using sophisticated portfolio construction tools and offering both discretionary and non-discretionary account management.

Michelle Johnston is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a partner and CPA at Burns & Johnston CPAs and Business Advisors LLP, where she has worked since 1993. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jack Hill is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and totaling 31 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2000 and leads The Retirement Planning Group, Inc., a support company serving as a holding company for his advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs with a breadth of services including municipal advisory and targeted employer plan consulting.

Cheryl Jenkins Nelson is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Cole Smith is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Sumitomo Mitsui Banking Corporation for three years and has educational experience from Princeton University. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.