Joseph Johnson is a Series 63-licensed financial advisor with Raymond James & Associates in Chattanooga, TN, where he has worked since 1994, accumulating 39 years of industry experience. He is involved in a family real estate investment business with his two brothers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting through multiple advisory programs while employing a variety of portfolio management styles.

Molly Manning is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Jessica Henry is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Regions Bank, Key Investment Services, KeyBank, Commercial Bank and Trust of PA, Citizens Securities, and Citizens Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Matthew Townley is a financial advisor with Thrivent Investment Management in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Townley serves in various leadership positions at First Lutheran Church in Chattanooga and is involved with the Transformation Project, a prison ministry focused on supporting addiction-related offenders. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning and allows clients to combine planning with managed-account programs, maintaining distinct services without discretionary trading authority over client accounts.

Geoffrey Waite is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America, Merrill, Fisher Investments, and Edward Jones. Prior to his financial services career, he was associated with JCS Medical, LLC, Wiles Law Firm, and Charleston School of Law. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research supported by a centralized manager solutions team, with an emphasis on model asset allocations and ESG considerations.

Joel Denton is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation. He has no prior industry experience but has worked in education and as a freelance professional over the past decade. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Brent Faulk is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services.

Samuel Montgomery is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he serves on the leadership team of the Young Givers Circle, a group of young professionals who pool funds to support local non-profit charities through quarterly grants. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeremy Cline is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he spent 19 years at Verizon. His credentials include the Series 66 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Sydney Tindall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners since 2016 and serves as Vice President at Pinnacle Asset Management and The Tindall Team, supporting business development and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it is notable for its municipal advisor affiliation and specialized retirement plan advisory services.

Wealthy Long is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Ethan Baggett is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in roles outside of finance, including positions at Parlor Doughnuts and Covenant College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily serving those with Ameriprise-managed accounts.

George Skonberg is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience since 1983. He serves on the endowment committee of The Bright School, a private nonprofit elementary school. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management to tailor investment strategies based on proprietary research and model-based asset allocations.

Joshua Adams is a financial advisor at Cetera with the Series 66 designation and two years of industry experience. His prior work includes roles at Regions Bank, Covenant Logistics Group, and Shorter University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary account management with access to affiliated and third-party managers and oversees more than $256 billion in assets.

Edward Taliaferro is a financial advisor with Robert Baird & Co. in Chattanooga, TN, holding Series 63 and Series 65 certifications and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and investment management services, including separately managed accounts, tax-managed strategies, and ongoing manager selection supported by internal research and tools.

Becky Gladney is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, utilizing proprietary capital market assumptions and research to tailor client plans.

Scott Creel is a CFP® with 22 years of experience in financial services. He is currently affiliated with Osaic Wealth and has been with the firm since 2023. Prior to that, he worked at Sagepoint Financial, Inc. for 17 years. Creel is also involved in client acquisition and servicing through his ownership of Southern Express Financial Group and his role as Vice President of Creel Financial Services. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and third-party manager options.

William Bradford is a financial advisor with Robert Baird & Co. in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons LLC for 11 years before joining Robert Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by home-office investment professionals and internal research tools.

Dustin Morgan is a financial advisor with Ameriprise in Ooltewah, Tennessee, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliates since 2004. Outside of his advisory role, Morgan serves as president of the London Center Owners Association II and is involved in several business ventures, including practice management services and commercial real estate investment. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Amy Gavlenski is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Clearing for nine years and at Mina Sartipi & George Yu for four years. Outside of her advisory role, she holds power of attorney responsibilities for her mother. 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, institutions, and municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supplemented by a range of portfolio management styles and affiliated research.