William Beard is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and over seven years of industry experience. He has worked at Merrill since 2019 and previously held positions at SunTrust Bank and Bank of America. Outside of his financial career, Beard is involved with Consumer Direct Care, assisting individuals with physical, mental, learning, and emotional challenges through community support activities. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Trevor Smith is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 designation and has worked previously with FTB Advisors, Inc. and First Tennessee Brokerage Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Parker is a financial advisor with Edward Jones in Ooltewah, TN, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2018, he spent 24 years at Santek Waste Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a nationwide network of more than 23,000 financial advisors.

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.

Stephanie Huff is a financial advisor with Cetera in Cleveland, TN. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Regions Bank, Agia, Valic Financial Advisors, Edward Jones, Harmony Family Center, and Omni Visions Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment program structures through a large network of independent advisors.

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.

Sharin King is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, King worked in various roles including positions at Western Wyoming Community College and Liberty University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating 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 10 years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2017. Prior to that, he was employed at Bank of America and Merrill Lynch Pierce Fenner & Smith. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

John Morrison is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Enterprise. His background includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as a broker with National Life Group, focusing on non-variable insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels. The firm integrates adviser programs with financial product sales, including insurance, and utilizes third-party portfolio strategists and discretionary management options.

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 with Ameriprise in Chattanooga, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, which emphasize the use of Ameriprise Managed Accounts and employ algorithmic automation overseen by a dedicated committee.

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.