Larry Weddle is a financial advisor at Stifel in Chattanooga, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nathaniel Powers is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2017. Prior to that, he was employed at Bank of America and Merrill Lynch for brief periods. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

John Morrison is a CFP® with six years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with National Life Group in a non-variable insurance capacity. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach using portfolios developed by in-house research, third-party strategists, and TAMP sponsors, and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Paige Schober is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2018, she worked at Enrollment Resources Group/Willis of IL from 2015 to 2018. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income offering utilizes in-house research, third-party data, and algorithmic tools, with certain enrollment criteria and investment options influenced by affiliated product arrangements.

Jeffery Keasler is a financial advisor with Raymond James Financial in Chattanooga, TN, holding a Series 63 designation and having 36 years of industry experience. He is a partner at Burroughs Keasler Investment Partners, a support company he owns alongside his advisory roles at Raymond James and previously at Wells Fargo Advisors Financial Network. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual and high-net-worth clients, corporations, and institutional investors. The firm offers financial planning, investment consulting, and advisory services, employing analytical tools and non-discretionary planning tailored to client goals.

Stephen Mc Cutcheon is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with ongoing retirement income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Adriane Bailey is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Cetera, Regions Bank, and Farmers Insurance Group. In addition to her advisory work, she is a licensed real estate agent with Keller Williams Realty. Primerica Advisors is a large firm serving primarily individual investors, including both non-HNW and high-net-worth clients, through a wrap-fee asset management program. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services supported by custodial and trade execution platforms.

Cari Weaver is a financial advisor at Edward Jones in Ringgold, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones full-time, she worked in dental and educational environments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

John Crowley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Cetera since 2018, including Cetera Wealth Services, and previously at Coastal Benefits Insurance Group and TFS Securities. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple investment platforms and managers, overseeing over $256 billion in assets.

David Walters is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Walters is also the owner of Walters and Associates, LLC, an investment-related business formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Isaac Lacle is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked with Commonwealth Financial Network and Laughter & Associates Financial Management, and spent several years in education at Dalton State College and Northwest Whitfield High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Close is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He has been involved in the start-up of CapitalMark Bank and is the managing member of Close Family Car Collection, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and municipal advisory capabilities.

James Coltrin is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Chattanooga, TN. His career includes roles at Pinnacle Bank and ownership of Keystone Financial PLLC, and he leads True North Advisors, PLLC, which supports the business operations of his independent advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Geovani Mejia is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2020, he served eight years with the League City Police Department. Mejia holds the Series 63 and Series 66 designations. 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 broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Travis Taylor is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic, he worked at FSC Securities Corporation and BDL Advisors, where he currently assists with client relations and operational needs. Outside of his advisory role, Taylor is an independent author of fictional literature, selling his books through various online platforms. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs a variety of asset-allocation tools and third-party platforms to construct and manage client portfolios.

Jefferson Cronan is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2024, he worked at Service Electric Company for three years and EPB for five years. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

May Gibson is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Michael Cartwright is a CFP® with 40 years of experience in financial advising. He is currently an independent financial advisor with True North Advisors of Raymond James Financial and has previously worked with Lawson Winchester Wealth Management. He is based in Chattanooga, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning using risk profiling and analytical tools. The firm supports a large network of advisors and has capabilities in municipal finance, SIMPLE IRA employer advisory services, and strategic partnerships.

Daniel Norton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Chattanooga, TN, holding a Series 66 license and 14 years of industry experience. He has been with Raymond James since 2012 and previously worked at Lawson Winchester Wealth Management. Norton serves as Treasurer and a member of the Advisory Board for the Hunter Museum of American Art. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.