Tina Trew is a financial advisor at Truist Advisory Services with 37 years of industry experience. She holds Series 63 and Series 66 credentials and has been with SunTrust Advisory Services and affiliated firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches alongside third-party platforms and AI-augmented research.

Joseph Donnovin Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Chattanooga, TN. He holds a Series 63 designation and has 44 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2011. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies ranging from model-based to customized portfolios, combining mutual funds, ETFs, and separately managed accounts, with ongoing due diligence and rebalancing conducted by the firm and third-party managers.

Stephanie Malone is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities, BB&T, and Atlantic Capital Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Travis Poole is a CFP® professional with 18 years of industry experience, currently affiliated with Principal Financial Services. He previously worked at Northwestern Mutual for 15 years before joining Principal Securities Inc., Principal Life Insurance Company, and operating Poole Wealth Management since 2021. Outside of his advisory role, he owns an RV rental business and manages a seasonal vendor space and food sales operation during the world’s longest yard sale. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Robert Berz is a financial advisor at Integrity Alliance, LLC with 56 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC and Lion Street Advisors, among other firms. Berz also owns Bluffview Insurance Group, LLC, which provides non-securities based life insurance products focused on family and business protection strategies. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors managing over $5 billion in client assets.

Jonathan Dutton is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Freedom Street Partners, Raymond James Financial Services, and Ameriprise Financial Services. He is involved as an agent servicing insurance policies at Tandem Financial Partners and serves as an advisor and managing partner of the same firm. Steward Partners Investment Advisory, LLC is a large-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Matthew Grant is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to his advisory role, he worked eight years at Truist Bank and five years at Bar Liva Restaurant. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its AMC Advantage manager-selection program.

Trey Norris is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Empower Advisory Group and previously worked at Edward Jones and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms connected to Empower’s recordkeeping and administrative services.

Kolby Wilson is a financial advisor with Mariner, holding a Series 65 designation and two years of industry experience. Prior to joining Mariner in 2024, he worked at Capital Planning LLC, SageView Advisory Group, and GuideStone Financial Resources. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

Blake Kahn is a CFP® with 15 years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior experience includes roles at Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual Wealth Management Company. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm manages a range of investment strategies through in-house and third-party managers, while also providing trust and insurance administration services.

Amber Gardner is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services and SunTrust Bank. Gardner serves as an executive board member of Signal Centers, a nonprofit focused on literacy, special needs, and early childhood education in Chattanooga, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Shawn Schwarz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019 and also has a concurrent affiliation with the University of Tennessee Chattanooga since the same year. Prior to joining Truist, he worked at SunTrust and held roles at the Bank of Nova Scotia and ABC Christian Book Store. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management and integrates multiple inter-affiliate resources to support its AMC Advantage manager-selection program.

Brianne Brucker Derveloy is a financial advisor at CWM, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Family Wealth Management Group and WCG Wealth Advisors. Outside of her advisory role, she serves as the non-employee treasurer for the Unitarian Universalist Church of Chattanooga, participating in finance committee and board of trustees activities. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing discretionary accounts using model portfolios and a combination of fundamental and technical analysis.

Jeffrey Roberts is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Bank since 2008. Based in Chattanooga, TN, he is part of a large enterprise advisory firm with a broad range of capabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Paul Gaither is a CFP® professional with 20 years of experience in financial advising. He currently works at Steward Partners Investment Advisory, LLC and previously held roles at Raymond James Financial Services and Ameriprise Financial Services. Outside of his advisory work, he serves as Interim Director of Music Ministries at Covenant Presbyterian Church and performs as a tenor in a vocal quartet. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management services, financial planning, and consulting through both proprietary and third-party investment solutions.

James Brannon III is a financial advisor with LPL Financial based in Chattanooga, TN, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Appliance Credit Union and Unify Financial Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

James Belew III is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his career in finance, he held positions at Western Union, DISH Network, and Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning programs and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and comprehensive investment and estate strategies.

Stanley Russell is a CFP® with over 30 years of experience in the financial industry. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a large national network of financial advisors and branch offices.

Brandon Graves is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following a 17-year career at State Farm Insurance. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Stacy Seeger is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Raymond James since 2016. Outside of advisory work, Seeger previously owned a Medicare insurance business and serves as Vice President at Pinnacle Asset Management, focusing on relationship building and prospecting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.