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.

Hope Dangelo is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked with FSC Securities Corporation, BDL Advisors, and operated her own consulting firm. Outside of her advisory role, she is also a notary public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of technology and third-party manager options.

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 with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and having four years of industry experience. His prior work includes roles at PFS Investments Inc. and Morgan Fidelity Associates, where he also acts as a Medicare health insurance agent. In addition to investment advisory, he participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by third parties and supports trade execution and custody with Pershing, focusing on a broad range of tactical and strategic investment approaches.

Christopher Bradberry is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including First Tennessee Brokerage, Morgan Keegan & Company, and Amsouth Investment Management Company. Bradberry is based in Chattanooga, TN. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment approaches.

Jeffrey Turner is a Certified Financial Planner® with 22 years of industry experience, currently serving at Mass Mutual Investors Services since 2003. He holds additional roles in life, health, group, and voluntary benefits insurance sales, and is a general partner at Monico Planning Partners. He also provides fixed insurance audits and non-securities business consulting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools, while implementation of recommendations involves separate brokerage or insurance arrangements.

Joel Theis is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services in various roles. Outside of his advisory work, he is a partner at JZD Wellness LLC, a martial arts gym where he teaches martial arts and yoga classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, and offers specialized municipal advisory and employer consulting services.

James Scotchie is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2005. Outside of his advisory role, he serves as a trustee and Treasurer/Chair of the Finance Committee for Girls Preparatory School and is involved in a consulting business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Carl Greene is a financial advisor with Raymond James Financial Services Advisors, Inc. in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Lawson Winchester Wealth Management and active involvement with the City of Chattanooga Office of Multicultural Affairs Advisory Board. Greene serves on the Outreach Grant Committee at St. Paul's Episcopal Church and is a member of the finance and investment committee for The Chattery, a local nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through advisory programs and maintaining specialties such as municipal finance and SIMPLE IRA employer consulting.

Nicholas Hannah is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials and one year of industry experience. His work history includes positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has held roles at Mellow Mushroom and Gravity Parks Co. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and provides a range of programs including estate-settlement and employer-sponsored planning.

Merrie Crawford is a financial advisor at Primerica Advisors with 29 years of industry experience. She holds Series 65 and Series 63 designations and has been with Primerica since 1996. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services from affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm’s advisory approach includes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic, tactical, tax-managed, and income-distribution investment models.