Tabithia Brown is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. She previously worked at Fuerst & Associates before joining Ameriprise Financial Services in 2017. Outside of her advisory role, she is co-owner and operations manager of Mainstay Service Group, LLC, which provides administrative support to a financial advisory practice. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to client needs.

Timothy Daniell is a financial advisor with MassMutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and accumulating 31 years of industry experience. He has worked with MassMutual Life Insurance and MML Investors Services since 2001. Outside of financial advising, Daniell is involved in several entrepreneurial ventures, including ownership of a sports cards business and partnerships in an ice cream shop as well as real estate development projects. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, software-supported planning engagements and a range of programs including employer-sponsored and event-driven planning services.

Arthur Hall is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with LPL Financial since 2025 and concurrently affiliated with FTB Advisors, Inc. since 2016. He serves as a board member for The Salvation Army of Johnson City. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationally. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, with both discretionary and non-discretionary management options.

Pamela Rivers is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 designations and 22 years of industry experience. She has worked at LPL Financial and Tennessee Valley Federal Credit Union since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Matthew Wiseman is a financial advisor at Equitable Advisors with 18 years of industry experience. He has held his current role since 2008, previously associated with AXA Advisors, LLC during part of that time. Wiseman serves on the Board of Directors and as Secretary of the Rotary Club of Cleveland and is involved with the United Way of the Ocoee Region as a board member and investment committee participant. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and managers, focusing on both discretionary and non-discretionary investment authority under regulated policies.

Michael Cooper is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, Cooper serves as Vice President and Board Member for the Mountain Brook Homeowners Association in Cleveland, Tennessee. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Samantha Rotter is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 65 designations and has been with Edward Jones since 2019. Her prior experience includes roles at Navy Federal Brokerage Services. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets under management through a extensive network of more than 23,700 advisors and over 15,000 branch offices.

Roger Blaine is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he works as an independent contractor providing consulting and advisory services related to non-licensed matters through the Auspice Group. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, utilizing algorithmic automation alongside advisor input to generate personalized retirement income recommendations.

Steven Jones is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1993, accumulating 33 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Six Zero Pickleball, a company that offers pickleball equipment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Broome is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he operates as an independent insurance agent specializing in dental, disability, life, health, and Medicare-related insurance products. MassMutual 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 seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Jeffrey King is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2003. King is also active as a non-variable insurance agent with several related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to advisory services, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm supports its approximately 3,700 advisors nationwide with custody and trade execution services, focusing on individual investors rather than institutional 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.

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at National Planning Corporation and operating his own CPA practice since 1997. He serves on the Tennessee Republican Party State Executive Committee as a board member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2022 and has prior work experience in various roles including positions at Pensacola Christian College and in the food service industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides detailed written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

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.