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 with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Raymond James & Associates since 2003. Raymond James & Associates, Inc. is a large 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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.

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.

Stacey Roseman is a financial advisor at UBS Financial Services with three years of industry experience. She has worked at UBS since 2021 and previously held roles at TVFCU and SunTrust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Peter Barbato is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Blackhawk School District, Joel Martin and Associates, and Flick Financial. He also has experience working with Beaver Falls Coffee and Tea and Geneva College. 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 written recommendation reports and ongoing retirement-income planning advice, with a focus on dependable income sources and tax-aware withdrawal strategies.

Lynea Yee is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Raymond James & Associates and Summit Funding. Outside of her advisory work, she owns a rental property in Nashville, Tennessee. 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 and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by technology and operational tools for its network of over 22,800 advisors.

Trudy Ingram is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise in Chattanooga, TN. Prior to joining Ameriprise in 2021, she worked briefly at Northshore Financial Strategies and spent three years with the U.S. Air Force supporting the Military & Family Readiness Center. She also holds a paraplanner role outside of her advisory work. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Evan Angle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previous work experience at Waddell and Associates and in the food service industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

David Buntin is a Series 66 licensed financial advisor with 13 years of industry experience, currently affiliated with Raymond James Financial in Chattanooga, TN. His prior experience includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He serves as treasurer for the North Point Ridge Home Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

George Pettway is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and First Horizon Advisors, among other firms. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Kyle Seiler is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including PFS Investments Inc and Morgan Fidelity Associates. Seiler also works as a Medicare health insurance agent, selling policies for multiple carriers. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers.