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.

William Beard is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, Consumer Direct Services, and SunTrust Bank. Outside of his advisory role, Beard is involved with Consumer Direct Care, assisting individuals with physical, mental, learning, and emotional disabilities in his community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, Parker spent 24 years at Santek Waste Services. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Womack is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and has prior experience in various roles across different industries, including healthcare and transportation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored recommendations, primarily for clients with Ameriprise-managed accounts.

James Sparks II is a financial advisor with Edward Jones in Ooltewah, TN, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously spent eight years at Browne Laboratories Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide. The firm offers various managed strategies, separately managed accounts, and affiliated investment products while operating under a fiduciary standard.

Jacob Brigham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Patricia Yell is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she has served on the Sequatchie County School Board, participating in school governance and decision-making. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Anne Topping is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Anne is involved in the sales and marketing of securities through her role at Scenic City Wealth, LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm provides various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Richard Park Jr. is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of the Appalachian Carbon Exchange, which develops carbon projects supporting water quality and biodiversity, and is president of the Long Branch Home Owners Association. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services, underwriting, and securities-backed lending.

Mark Brown is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill Lynch, Pierce, Fenner & Smith and Bank of America, N.A. since 2007 and 2011, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Derrick Anderson is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Edward Jones since 2004. Outside of his advisory role, he is involved in managing real estate holdings through an LLC in Hixson, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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.

Meredith Bell is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Edward Jones in Ringgold, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in dental offices and at Remington College. 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 large national network of financial advisors and branch offices.