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.

Thomas Vennero is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Vennero serves as a Commissioner in Sequatchie County, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Harrison Fisher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Merrill, and Centerra-SRS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryan Baker is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, Bryan is involved in community activities including serving as a youth soccer referee, participating in recreational stock car racing, and training to plant a church focused on community service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based, holistic financial analyses through a network of advisors. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Trey Norris is a financial advisor with Edward Jones in Hixson, TN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he has experience connected to theological education through positions at Pentecostal Theological Seminary and other educational institutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs and investment strategies, and operates a large nationwide network of financial advisors and branch offices.

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.