Corey Madding is a CFP®-designated financial advisor with Edward Jones, based in Ooltewah, TN. He has eight years of industry experience, including nine years at Edward Jones and prior work at AT&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Avery Chandley is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, Chandley worked at Wahby Financial Group and has held various roles at Covenant College and other organizations. Chandley also operated Chandley Communications, an entrepreneurial venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Luane Culpepper is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Her prior experience includes roles at LPL Financial and Davis Financial Advisors. Outside of her advisory work, she is a part-owner of Applegate Partners and serves on the board of directors for Praying Friends, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stuart Vaughn is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has held roles at Woodbury Financial Services and Questar Asset Management. Vaughn is a partner and board member at Monarch Financial Group and serves as president of Insight Investments & Insurance, where he specializes in financial product sales and insurance services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools, third-party managers, and multiple advisory platforms.

Joy Clemons is a financial advisor with Ameriprise, holding a Series 63 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice, primarily for clients with assets managed within Ameriprise.

Eugene Blair Jr. is a CFP® professional with 45 years of industry experience, currently affiliated with LPL Financial in Chattanooga, TN. He has worked at LPL Financial since 1990 and previously spent nine years at Appliance Credit Union. Outside of his advisory role, he is involved in tax preparation and bookkeeping as well as fixed insurance health and life services through a business named Informed Investments. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm combines discretionary and non-discretionary management with research-supported model portfolios and technology-driven investment strategies.

Evan Russell is a Series 66 licensed financial advisor with Raymond James Financial in Chattanooga, TN, and has three years of industry experience. He also serves as an associate at Round Table Advisors, a support company affiliated with Raymond James. Prior to this, he held roles with the L.A. Angels and worked in education at the University of Tennessee and Scotts Hill High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized services in municipal advisory and SIMPLE IRA employer consulting.

Damon Riggs is a Series 66-licensed financial advisor with Ameriprise in Chattanooga, TN, bringing 15 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of his advisory role, he manages Mainstay Service Group, LLC, which provides administrative services supporting a related financial practice. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to support its advisory process.

Robert Ludwig is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, Ludwig is involved in internet sales through an eBay partnership and owns a vintage toy booth at Dandelion's Mercantile Antique Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ramann Nallamala is a CFP® and Series 66-registered advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, he worked at SageSpring Wealth Partners and Deloitte and Touche, among other roles. He is also involved with SageSpring Wealth Partners LLC in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

David Byrum is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2010, accumulating 15 years of industry experience. He is based in Hixson, Tennessee. Outside of his advisory role, he manages a commercial rental property in Humboldt, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Laura Knight is a CFP® professional with 19 years of industry experience. She has worked at Morgan Stanley for 15 years before joining Edward Jones, where she has been since 2026. Outside of her financial advisory work, she is involved in reselling used clothing as an independent contractor on Poshmark. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Barnes is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016, following a two-year tenure with Bank of America Merchant Services. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Bowman is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities Corporation. Outside of advisory services, he is licensed to sell life and disability insurance products, including annuities and long-term care insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to construct and manage portfolios with multiple asset classes.

Jonathon Ransom is a CFP®-designated financial advisor with 24 years of industry experience, currently with LPL Financial since 2025. He previously worked at First Tennessee and First Tennessee Brokerage Inc from 1999 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, research, and technology-driven tools.

Erica Archer is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, she worked at First Baptist Cleveland and the Cincinnati Symphony Orchestra. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Giovanni Attardo is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Verizon Wireless. Outside of his advisory role, he co-owns a hair salon with his wife, serves as an elder at Life Gate Church in Lafayette, GA, and volunteers with the Tri Community Volunteer Fire Department in Ooltewah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates under a fiduciary standard, offering discretionary and non-discretionary strategies as well as affiliated mutual funds and other financial services.

Daniela Mabry is a Financial Advisor at Merrill Lynch Wealth Management. She works collaboratively with clients to provide guidance on various financial matters including retirement planning, estate organization, and managing new wealth. Daniela focuses on tailoring strategies to align with clients' individual goals, risk preferences, and financial situations. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. Daniela holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniela earned her high school diploma from Highland High School and an associate's degree from South Suburban College. She is bilingual in English and Spanish. Outside of her professional role, Daniela spends time volunteering by teaching crochet lessons at senior homes and community centers, and she is involved in animal rescue initiatives. Her personal interests include boating, fishing, gardening, knitting and crocheting, music, painting, reading, spending time with family, traveling, and watching movies.

David Parish is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2026. He previously worked at Arlington Investment Corp for 16 years and spent one year at Pactolus Private Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Lonnie Jones is a CFP® with 25 years of industry experience who has been with Edward Jones since 2000. He holds a Series 63 designation and is based in Ringgold, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.