Thomas James Vennero

Clifford Gould is a financial advisor with GWN Securities Inc. in Soddy Daisy, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with GWN Securities since 2016 and has prior experience with Consolidated Retirement Services dating back to 1996. In addition to his advisory work, he is involved in managing fixed annuity and life insurance agencies and participates in business referrals related to cost segregation studies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon for firms of its size.

Bryan Baker is a financial advisor with Thrivent Investment Management holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory work, he is involved in several activities such as stock car racing, youth soccer officiating, church planting as a pastor, and owning an RV rental business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses alongside a managed-account program through a consolidated billing option called “WealthPlan.”

Robert Cabe II is a Certified Financial Planner® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He participates on the finance committee of the Home Builders of Greater Chattanooga and serves on the board of the Soddy Daisy Trojan Fund. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients through a range of advisory programs and affiliated investment options.

Lee Prichard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 license and is based in Soddy Daisy, Tennessee. Outside of his advisory role, Prichard is involved in managing rental property in Cleveland, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.