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.

Patrick Johnson is a CFP® professional affiliated with LPL Financial, based in Knoxville, TN, with 21 years of industry experience. He has previously worked at UBS Financial Services and First Tennessee Brokerage, Inc. Outside of his advisory role, he is a bass player for the music group Scull Soup. 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 a network of over 22,800 advisors and a broad suite of non-advisory financial products.

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 affiliated with LPL Financial in Knoxville, TN, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, The Prudential Insurance Company of America, and Optimum Senior Benefit Group. He is also involved with ORNL Credit Union and Optimum Senior Benefits Group, which provides Medicare Advantage and supplemental PDP services. 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 portfolios, third-party asset management, and institutional platforms.

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.

Nathan Burcham is a Certified Financial Planner™ with 10 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2016 to 2024. Burcham is also involved with Burcham Benefits, LLC, a financial advisory and insurance sales firm he has been associated with since 2015. Outside of his advisory work, he serves as treasurer for Breast Connect, a breast cancer survivor support nonprofit, and is a director of NextGen for the Financial Planning Association of East Tennessee, where he organizes programming for young financial planners. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with multiple platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage discretionary and non-discretionary portfolios containing various investment products.

Petra Dunn is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1991 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Petra received her Bachelor of Science degree with a major in Finance from the University of Tennessee and completed her high school education at Hixson High School. Petra's expertise includes family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. She employs a proprietary process to design customized wealth management strategies that focus on preserving and growing wealth. She assists clients with tax and estate planning issues, collaborating with their advisors to develop tax minimization and estate planning strategies. Outside of her professional work, Petra is involved in community organizations such as Amachi, Christian Hospitality Network, and YWCA. She has served on various boards and is a member of First Baptist Concord, the Junior League of Knoxville, and the 2019 class of Leadership Sevier.

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 Series 66 licensed financial advisor with over 20 years of industry experience. He is affiliated with LPL Financial and has held positions at several firms including INVEST Financial Corporation and Securities America Advisors, Inc. Since 2017, he has also been involved with ORNL Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment options, including model portfolios, third-party management programs, and institutional platforms, supported by advanced operational and research tools.

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.

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.

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.