Kimberly Whitted is a financial advisor with Merrill in Knoxville, TN, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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 and profit-sharing plans, corporations, and charitable organizations.

Amy Allen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 19 years of industry experience, including 16 years at Ameriprise Financial Services and five years at Ameriprise Financial Services, LLC. Outside of her advisory role, she has been involved with the Anderson County Fair since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliated municipal advisor arrangement.

Linda Blanc is a financial advisor with Edward Jones in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Stephen Stanger is a financial advisor with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved with Optimum Senior Benefits Group, which provides Medicare Advantage and supplement plans. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research and technology.

Christine Gilmore is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2023, she worked at the Knox County Health Department and Banner Health. She also has experience as a delivery driver for Amazon Flex and as a rideshare driver for Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities to tailor solutions to client goals and risk tolerances.

Petra Dunn is a Wealth Management Advisor with extensive experience in banking and wealth management. She began her career in the financial services industry in 1991 and holds a Bachelor of Science degree in Finance from the University of Tennessee. Petra is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). She specializes in family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. Petra helps clients create customized wealth management strategies focused on preserving and growing their wealth while addressing tax and estate planning issues. She works with a limited number of families to provide dedicated attention and utilizes a proprietary process she developed to align wealth management with clients' life priorities and goals. Petra is involved in her community as a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier. She supports various non-profit organizations, serving on boards such as the Christian Hospitality Network, The Center School, One Vision International, and The City Ballet. Petra is also a mentor for Amachi Knoxville.

Angela Mecha is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates for 12 years before joining Merrill in 2025. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mikayla Teal is a financial advisor with UBS Financial Services in Knoxville, TN, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Horizon, Northwestern Mutual Investment Services, and Eric Neumann. Outside of advisory work, she is a content creator on TikTok, producing videos to drive product sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Todd Wright is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Service, LLC since 2001, including 15 years with Ameriprise Financial Services, Inc. Wright serves as a board member and street representative for the Forest Heights Homeowners Association, where he helps welcome new residents and organize neighborhood activities. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Charles Earle Jr. is a financial advisor with LPL Financial based in Knoxville, TN, holding a Series 66 designation and 20 years of industry experience. His career includes roles at ORNL Federal Credit Union and INVEST Financial Corporation. He is also involved with ORNL FCU Wealth Management. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Annette Winters is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 4 years of industry experience. She has been with UBS since 2020 and previously worked at Merrill Lynch from 2013 to 2020. 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 and provides research-driven, model-based investment solutions tailored to client goals.

Todd Kelly II is a financial advisor with Merrill in Knoxville, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, The Trust Company of Tennessee, and several other organizations. He is the founder and president of the TKJ Foundation, a nonprofit that creates athletic experiences focused on character development for local youth. 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 a range of individual and institutional clients.

Daniel Green is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Great Smoky Mountain Institute at Tremont, an educational nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Lee Martin is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he spent nine years at Regions Bank and has experience in event catering. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party manager selections, and bespoke strategies.

Kimberly Roberts is a financial advisor at UBS Financial Services with 29 years of industry experience. She has held positions at Citigroup Global Markets and Legg Mason Wood Walker before joining UBS in 2009. She holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations in client strategies.

George Lucke is a financial advisor at Edward Jones in Knoxville, TN, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Randall Scott is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked at Cetera since 2022, with prior experience at Allianz Global Investors Distributors LLC from 2013 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Carter Owens is a financial advisor with Ameriprise in Huntsville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Owens serves as an elder and member of the Board of Directors at First Presbyterian Church of Huntsville. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.

Debra Hall Fisher is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Outside of her advisory role, she serves as the executive director and founder of Project Dental Access, a nonprofit organization focused on dental care access. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large retail advisor and branch network across the United States.

Susan Morris is a financial advisor at UBS Financial Services with 38 years of industry experience. She has been with UBS since 1987. She holds the Series 63 designation and is based in Knoxville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.