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.

Kelly Browand is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2012. 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 through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

David Browand is a Series 66 licensed financial advisor with Edward Jones in Cleveland, TN, where he has worked since 2018. He has eight years of industry experience, including five years at Total Health Chiropractic prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jeffrey King is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is also licensed as a non-variable insurance agent. 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 a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lee Prichard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 license and is based in Soddy Daisy, Tennessee. Outside of his advisory role, Prichard is involved in managing rental property in Cleveland, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

David Keith is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Outside of his advisory role, he performs as a musician with the Creative Arts Guild community orchestra twice per year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Wayne Starr is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Justin Lacy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has over 25 years of prior experience at Valvoline Retail Services and began his financial services career in 2025. Outside of advising, he owns and operates a short-term rental property business, managing all aspects including guest relations and maintenance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs and educational seminars.

Matthew Crawford is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Kari Schneidewind is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Kari worked at First Horizon Advisors, First Horizon Bank, and SunTrust Bank. 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 through a large network of investment adviser representatives, with access to model portfolios, third-party asset management, and institutional platforms.

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 13 years at National Planning Corporation and over two decades operating his own CPA practice. He serves as a board member of the Tennessee Republican Party State Executive Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and emphasizes both scale and diversity in its advisory and financial service offerings.

Robert Hilliard is a financial advisor with Ameriprise in Cleveland, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he serves on the Board of Directors for Unteal and works as an independent contractor consultant for the Auspice Group, providing non-licensed consulting and advisory services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with automated analysis to generate tailored retirement-income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Douglas Morningstar is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has held various roles prior to his current position, including work at Pensacola Christian College and service in the food industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing advice.