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 Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc., Primerica Financial Services, and Morgan Fidelity Associates. In addition to his advisory role, he sells Medicare health insurance for multiple carriers as a 1099 contractor. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies created by third-party asset managers.

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.

Ian Early is a CFP® professional with 13 years of experience at Edward Jones, where he has worked since 2013. He holds the Series 66 license and is based in Hixson, Tennessee. Outside of his advisory role, he is a minority member or investor in several LLCs unrelated to his primary advisory work. 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 investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

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.

Amanda Calvert is a Series 66-credentialed financial advisor with Merrill, based in Chattanooga, TN. She has nine years of experience at Merrill and previously worked at Clarksville Academy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

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 with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside the financial sector, he has held roles at Mellow Mushroom and Gravity Parks Co. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing a collaborative, goal-oriented planning approach using firm-approved analytical tools.

Merrie Crawford is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to advisory work, she participates in the sale of loan products and home-related services through affiliated firms. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-based strategies developed by unaffiliated asset managers and supports trade execution through custodial partners, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

Gregory Highwood is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he has involvement with Gold's Gym and Creswell Enterprises LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and offers limited discretionary separately managed account options.

Robert Cooper is a financial advisor at OSAIC with 14 years of industry experience. He previously worked at Lincoln Financial Securities, Jhfn Sii, and Royal Alliance Associates, INC. Cooper is a Series 63 and Series 65 license holder and serves as a board member for Training Ground Chattanooga, a nonprofit focused on community engagement and event planning. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of securities and alternative investments.

Richard Cox Sr. is a CFP® and ChFC® credentialed advisor with 40 years of industry experience. He is currently with OSAIC and has previously worked at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and Advisor Planning Corporation. Outside of his advisory role, he owns a hobby car club called Southeast Chevelles and serves as a study group leader mentoring other Christian advisors. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services using asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Ronald Mc Kelvy is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the Board of Directors for Caroosa County Elections. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.