CFP®-certified, divorce financial planning financial advisors in Knoxville, TN

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.

Gail Hatfield is a CFP® with LPL Financial in Knoxville, TN, bringing eight years of industry experience. She worked at UT Federal Credit Union before joining LPL Financial in 2017. Hatfield is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of investment strategies and financial planning tools through a large network of investment adviser representatives.

Daniel Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Patrick Elliott is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Uprise Advisers LLC. His prior roles include positions at Creative Planning, Facet Wealth, Mariner Wealth Advisors, and USAA Financial Planning Services. Outside of financial advising, he owns Krinos Consulting, a business consulting firm that assists businesses with profit growth. Uprise Advisers primarily serves individual clients through its online platform, offering asynchronous financial planning that incorporates employer benefits and equity compensation. The firm employs an advisory approach grounded in modern portfolio theory and offers a subscription model with limited ongoing consultations, without managing client assets or exercising investment discretion.

Jacob Courtney is a CFP® with five years of industry experience, currently serving as a financial advisor at SLP Wealth. He previously worked at Ameriprise Financial Services and Strategy & Resources, LLC. In addition to his advisory role, he provides student loan consulting through Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm offers diversified, risk-based portfolio management primarily using no-load mutual funds and ETFs, and provides tax preparation and 401(k) services without a minimum account size.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where she has worked since 2019. She has six years of industry experience that include previous roles at PepsiCo and The Cleveland Clinic Lerner Research Center. In addition to her advisory work, she operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.