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 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.

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.

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.

Blake Abel is a financial advisor with MassMutual Investors Services in Hixson, Tennessee. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Robert Morris University and operating a pizzeria for nine years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing detailed client data and firm-approved software to deliver goal-oriented recommendations.

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.

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.

Joshua Schweiger is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bankerslife and Mississippi College. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Lacey Atwell is a Series 66 licensed financial advisor with 15 years at Merrill and 2 years of industry experience. She is based in Chattanooga, Tennessee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Campbell is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he serves as a Sunday morning preacher at his church. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Jeffery Wiese is a CFP®-certified financial advisor with UBS Financial Services in Chattanooga, TN, where he has worked since 2015. He has 11 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Wiese serves as President of the Chattanooga Chapter of the Exit Planning Institute and has been involved with nonprofit organizations including the Good Shepherd School board and the finance committee of Ronald McDonald House Charities of Greater Chattanooga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

William Oehmig is a Series 66 registered financial advisor with STIFEL, based in Chattanooga, TN. He has 13 years of industry experience, including 11 years with STIFEL. STIFEL serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities. The firm offers brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

Paul Payne is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes tenures at Bank of America and Merrill, with over five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he contributes as a freelance writer to Chattanoogan.com and Global Golf Post. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategic modeling techniques.