Jeffrey Scotchie is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008, currently serving clients from Chattanooga, TN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources.

Ronald Markel is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked in various educational roles at Cleveland City Schools, Connections Education, Vicksburg Community Schools, and Bangor Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 advisors.

Bradley Perkins is a CFP® professional with six years of industry experience currently with Raymond James & Associates. Prior to joining Raymond James in 2020, he worked at Liberty Mutual and spent twelve years at Regions Bank. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Paul Hickman is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the United Way of Bradley Fund Distribution Committee, reviewing funding allocations for United Way agencies. 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 programs, investment options, and fiduciary services through a nationwide network of more than 23,700 financial advisors.

Byron Boyd is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 65 licenses and 23 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Equitable Advisors and OneAmerica Securities, and he founded Boyd Investments. Outside of advisory work, he is involved with Dowis & Boyd CPAs, PC, focusing on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charley Poore III is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm combines a large network of financial advisors and branch offices with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Earl Muse is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 designation and 14 years of industry experience. His prior work includes five years at Metlife Securities and a decade at MassMutual Life Insurance Co. Outside of advising, he is involved in organizing a yearly convention focused on writing, comic collecting, and related activities, where he helps run discussion panels and coordinates guests and vendors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring advisory relationships as annual, collaborative engagements using firm-approved tools to analyze client goals and deliver recommendations.

Jeffrey Reed is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 34 years of industry experience. His career includes positions at Ameriprise since 2010, as well as prior roles at Charles Schwab and other advisory firms. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm utilizes a centralized team to produce customized Recommendation Reports and provides ongoing, non-discretionary retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Aaron Mishoe is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual Investment Services and 83rd Street Wealth Management. Outside of his advisory role, he operates a small I.T. support business providing after-hours services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

James Dees is a financial advisor at Genesis Investments with 12 years of industry experience. He has been with Genesis Investment Advisors, LLC since 2020 and previously worked at Edward Jones from 2014 to 2020. James holds a Series 66 designation. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages portfolios using asset-allocation strategies combined with fundamental, qualitative, and technical analysis, offering tailored investment solutions including biblically responsible portfolios.

Martin Conley Jr. is a financial advisor at Genesis Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining Genesis Investments. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs asset-allocation strategies combined with fundamental, qualitative, and technical analysis, managing portfolios using a variety of securities including individual stocks, bonds, ETFs, and mutual funds.

Melissa Hill is a financial advisor at Genesis Investments with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Genesis Investment Advisors, LLC in 2025. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes a combination of asset-allocation strategies, fundamental and technical analysis, and offers biblically responsible investment portfolios.

Michele Sloan is a financial advisor at Genesis Investments with 13 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for over a decade. Additionally, Sloan serves as a check signer for Southern Sight and Sound. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, pension plans, and business entities. The firm employs a combination of asset-allocation strategies and fundamental, qualitative, and technical analysis to create and manage diversified portfolios, including offerings tailored to biblically responsible investing.