John Worden is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 20 years and OSAIC for one year. Outside of advising, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Michael Jones is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63, 65, and 66 credentials and 21 years of industry experience. He previously worked for First Tennessee Brokerage, Inc. for 20 years and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services supported by extensive technology and investment options.

Sarah King is a financial advisor at Merrill in Knoxville, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Appalachian Tool Works LLC, United Majestic RV Resort, Newport Hospitality Group, Frontier Communications, and On-Board Companies. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Cutrell is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. She is also an associate financial advisor with Axiome Advisory Group, LLC, a franchise of Ameriprise. 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 tailored retirement income planning and tax-aware withdrawal strategies, supported by proprietary research and collaborative advisory teams.

John Macdonald is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Bryan Kagarise is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. Merrill, along 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, pension plans, corporations, and charitable organizations.

Lisa Goins is a financial advisor with LPL Financial, holding the Series 66 designation and 14 years of industry experience. Her prior work includes roles at Sagepoint and OSAIC Services, with over a decade of experience at both firms. She is based in Knoxville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of over $819 billion in discretionary assets.

Micah Dennis is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at First Horizon Advisors. Outside of his advisory role, he is involved in artistic and musical pursuits through his business, MNDCraftyShop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Jason Jonson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at First Horizon Advisors and First Horizon Bank. He has also held various roles at the University of Tennessee Humanities Center and Department of History. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Durfee is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with Bob Johnson Insurance Inc. for 30 years. Outside of advisory work, he sells football cards on eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with tools such as machine learning while overseeing more than $819 billion in discretionary assets and a large network of investment adviser representatives.

Jonathan Collins is a financial advisor at UBS Financial Services in Knoxville, TN, holding a Series 66 designation. He began his advisory career in 2024 after prior experience in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Brent Christian is a CFP® professional with 16 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Knoxville, TN. In addition to his advisory role, he is involved in group insurance sales, including group life, health, and long-term disability plans. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Jonathan Matthews is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., Securities America Advisors, Inc., and SSN Advisory, Inc. In addition to his advisory career, Matthews owns and operates JonSpot Photography, specializing in wedding, family, and senior photo sessions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and managed account solutions. The firm employs firm-provided asset-allocation tools and supports multiple platforms and third-party services to construct diversified portfolios tailored to client needs.

Jackson Sompayrac is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at State Farm Investment Management Corp, State Farm VP Management Corp, and Neil Schmitt Insurance Agency. Merrill, along 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 using model-based and discretionary investment strategies.

Brandon Leonard is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at One Main Financial and held positions in hospitality and retail sectors. 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 large nationwide network of advisors and branch offices.

Christopher Lambert is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Trust Company of Tennessee for eight years. Outside of his advisory role, he serves as President of the Rotary Club of Knoxville and is a Trustee of the Rotary Foundation of Knoxville. He is also involved with Tennessee Aquatics as Past President and a member of the Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers comprehensive financial planning, portfolio management, and capital markets services.

Sheena Mccall is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management in Knoxville, Tennessee. She has extensive experience in wealth management, having served in her current role for many years after beginning her career as an Investment Analyst in London, UK. Sheena specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Sheena holds a Master's Degree and a Bachelor's Degree from the University of Glasgow in Scotland. She is also designated as a Personal Investment Advisor (PIA). Drawing upon decades of financial experience, she works closely with clients to develop personalized financial strategies that align with their long-term goals, emphasizing the importance of discipline during market volatility. She is actively involved in the Knoxville community, serving on the boards of the Knoxville Symphony, Knoxville Jazz Orchestra, Marble City Opera, and Knoxville Opera. Previously, she has held leadership roles with the Knoxville Museum of Art, Helen Ross McNabb Mental Health Center, University of Tennessee Clarence Brown Theatre Advisory Board, and the University of Tennessee School of Music Advisory Board. Sheena has a passion for the arts and enjoys attending concerts and theatre productions locally and internationally. In her personal time, she enjoys boating on the Tennessee River.

Jacob Franke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial and TVAMP, LLC. Outside of advisory work, he has experience in various organizations including Texas A&M University and the General Services Administration. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focusing on retirement income strategies and tax-aware withdrawals.

John Thomas is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, he serves as a director for the Autism Society of America East Tennessee Chapter and is a board member of the Community Health Alliance, focusing on affordable health insurance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

John Vita is a financial advisor with Morgan Stanley in Washburn, Tennessee, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member and on the investment committee of the Bradenton Kiwanis Foundation, a private foundation in Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.