Kyle Cooper is a financial advisor with Raymond James & Associates in Cleveland, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Cooper serves as a member of the Bradley County Board of Zoning Appeals, reviewing local zoning appeals and variances. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supplemented by firm research and model manager options.

Gage Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at EPB Employees Credit Union and the University of Tennessee at Chattanooga. He is also involved with River City Wealth Management, an investment-related activity affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a wide range of investment strategies and advisor-facing tools.

Jody Wright is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.

Gretchen Wynn is a Series 66 licensed financial advisor with Edward Jones in Chattanooga, TN, where she has worked since 2018. Prior to joining Edward Jones, she spent seven years at Southern Surgical Arts. Edward Jones serves more than four million individual and institutional clients, offering a broad range of wealth management services through a large network of advisors and branch offices nationwide.

Jordan Camp is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Financial. His prior roles include positions at First Horizon Advisors, the University of Tennessee at Chattanooga, and Unum Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing proprietary research, third-party subadvisors, and various strategic approaches.

Douglas Couch is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ruth Fant is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked in various roles since 2015, including owning Colours By Design, a business focused on bookkeeping and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Gossett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Ameriprise and Dempsey Lord Smith, LLC. Outside of finance, he raises and sells cattle and hay as part of an agricultural business. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and third-party advisers, managing a multi-billion dollar asset base.

William Hamilton III is a financial advisor with Ameriprise, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at the University of Alabama-Huntsville. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a large client base through a combination of advisory, brokerage, and insurance solutions.

J Raschke is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, following a role at AXA Advisors, LLC. In addition to his advisory work, he is involved in property management through a non-investment related business. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers using a range of investment options and third-party program sponsors.

Madison Christian is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, Madison worked at First Horizon Advisors and First Horizon Bank. Before entering the financial industry, Madison held positions in the food service and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and operational tools.

Tabithia Brown is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. She previously worked at Fuerst & Associates before joining Ameriprise Financial Services in 2017. Outside of her advisory role, she is co-owner and operations manager of Mainstay Service Group, LLC, which provides administrative support to a financial advisory practice. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to client needs.

Timothy Daniell is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2001. Outside of his advisory role, Daniell is involved in several business ventures, including ownership in a sports cards business and partnership in an ice cream shop. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, and other clients. The firm provides ongoing collaborative planning engagements using firm-approved analytical tools and offers various investment and educational programs.

Arthur Hall is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has also been affiliated with FTB Advisors, INC since 2016. Outside of his advisory work, Hall serves as a non-profit board member for The Salvation Army of Johnson City. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by investment adviser representatives who utilize various strategies and tools.

Pamela Rivers is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at LPL Financial since 2017 and previously spent two years with Kms Financial Services, Inc. She also served as a stay-at-home mom for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of strategies implemented by its network of investment adviser representatives.

Matthew Wiseman is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including its prior form as AXA Advisors. Wiseman serves on the board of the Rotary Club of Cleveland as secretary and is a board member and investment committee member of the United Way of the Ocoee Region. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses both internally managed and third-party advisory programs, focusing on aligning client risk profiles with appropriate investment solutions.

Michael Cooper is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, Cooper serves as Vice President and Board Member for the Mountain Brook Homeowners Association in Cleveland, Tennessee. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $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 municipal advisory services.

Samantha Rotter is a financial advisor with Edward Jones in Ooltewah, TN, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Edward Jones since 2019, following previous roles including one at Navy Federal Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Roger Blaine is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he works as an independent contractor providing consulting and advisory services related to non-licensed matters through the Auspice Group. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, utilizing algorithmic automation alongside advisor input to generate personalized retirement income recommendations.

Steven Jones is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1993, accumulating 33 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Six Zero Pickleball, a company that offers pickleball equipment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.