Molly Manning is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Jessica Henry is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63, 65, and 66 licenses and totaling five years of industry experience. Her prior roles include positions at Regions Bank, KeyBank, Citizens Bank, and Verizon Wireless. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joel Denton is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation. He has professional experience spanning roles in education and self-employment prior to joining Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Brent Faulk is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services.

Daniel Abbott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2021, he worked at LPL Financial and INVEST Financial Corporation. Abbott also serves as an insurance agent for Firstbank Insurance Inc., focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth families, corporations, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports specialized municipal and public finance work.

Sydney Tindall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners since 2016 and serves as Vice President at Pinnacle Asset Management and The Tindall Team, supporting business development and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it is notable for its municipal advisor affiliation and specialized retirement plan advisory services.

George Skonberg is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he serves on the endowment committee of The Bright School, a private nonprofit elementary school. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers customized investment planning using proprietary research and model-based asset allocations.

George Andrews Jr. is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and uses modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Edward Taliaferro is a financial advisor with Robert Baird & Co. in Chattanooga, TN, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.

Becky Gladney is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, utilizing proprietary capital market assumptions and research to tailor client plans.

William Bradford is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, with prior experience at J.J.B. Hilliard, W.L. Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management strategies using a combination of in-house and third-party managers, including traditional and non-traditional investment approaches.

Amy Gavlenski is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Clearing for nine years and at Mina Sartipi & George Yu for four years. Outside of her advisory role, she holds power of attorney responsibilities for her mother. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supplemented by a range of portfolio management styles and affiliated research.

Saul Secundino Portano is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at Morgan Stanley, J.P. Morgan Securities, and Primerica Advisors. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Kay Hughes is a CFP® professional with 20 years of industry experience, currently with LPL Financial since 2025. She previously worked at Cadaret, Grant & Co., Inc. for three years and Keel Point Capital, LLC from 2015 to 2022. Outside of her advisory role, Hughes acts in a fiduciary capacity in a non-investment-related position and is a commissioned notary. LPL Financial serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Adam Snider is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011 and has since managed a disciplined planning process for his team, focusing on personalized client recommendations. Adam works to ensure that asset allocation and portfolio strategy function together to help clients achieve their financial goals. Adam holds both a Bachelor's degree in Business Administration and an M.B.A. in Finance from Middle Tennessee State University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His areas of expertise include college education planning, family wealth management strategies, retirement income planning, portfolio management services, and tax minimization. Residing in Dunlap with his wife Kendall and their three children, Gideon, Elizabeth, and Moses, Adam participates in personal interests such as hiking, playing musical instruments, team sports, and volunteering at his church.

Carla Donina is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at UBS since 2009. Outside of her advisory role, she serves on the Board of Governors for Parkridge Health System and is involved with the AIM Center, which provides psychiatric rehabilitation services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Becki Anderson is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at KensieMae LLC and Loanwise Financial LLC. Anderson is based in Chattanooga, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Jonathan Dutton is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2002. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Based in Lookout Mountain, GA, Dutton has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Hudson is a financial advisor at UBS Financial Services in Chattanooga, TN, holding a Series 66 designation with 20 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Terra Lee is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including Northwestern Mutual and David Walther. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.