Jeffrey King is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is also licensed as a non-variable insurance agent. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Keith is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Outside of his advisory role, he performs as a musician with the Creative Arts Guild community orchestra twice per year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Wayne Starr is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Justin Lacy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has over 25 years of prior experience at Valvoline Retail Services and began his financial services career in 2025. Outside of advising, he owns and operates a short-term rental property business, managing all aspects including guest relations and maintenance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs and educational seminars.

Matthew Crawford is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Kari Schneidewind is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Kari worked at First Horizon Advisors, First Horizon Bank, and SunTrust Bank. 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 advisory and brokerage services through a large network of investment adviser representatives, with access to model portfolios, third-party asset management, and institutional platforms.

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 13 years at National Planning Corporation and over two decades operating his own CPA practice. He serves as a board member of the Tennessee Republican Party State Executive Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and emphasizes both scale and diversity in its advisory and financial service offerings.

Robert Hilliard is a financial advisor with Ameriprise in Cleveland, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he serves on the Board of Directors for Unteal and works as an independent contractor consultant for the Auspice Group, providing non-licensed consulting and advisory services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with automated analysis to generate tailored retirement-income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Douglas Morningstar is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has held various roles prior to his current position, including work at Pensacola Christian College and service in the food industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing advice.

Kaid Koester is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. His prior roles include positions at Stifel Financial Corp, Capes Sokol Goodman & Sarachan PC, Brown Smith Wallace, Kaufhold and Associates PC, and a faculty role at St Louis University School of Law. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Christopher Robinson is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously served 13 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.