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.

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.

George Andrews Jr. is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, previously spending 22 years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide portfolio construction and offers both brokerage and advisory solutions across a variety of financial products.

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.

Connie Best is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Prior to that, she was with Banc of America Investment Services, Inc. and Citigroup Global Markets. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies developed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

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.

Saul Secundino Portano is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Morgan Stanley, J.P. Morgan Securities, and Primerica Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Kay Hughes is a CFP® professional with 20 years of industry experience, currently advising at LPL Financial since 2025. Her previous roles include positions at Cadaret, Grant & Co., Inc., Keel Point Capital, LLC, DeMoss Capital, Inc., and Telarray, LLC. She also serves as a notary and acts in a fiduciary capacity outside of her investment advisory work. 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 and access to model portfolios and third-party asset managers, supported by technology tools for advisors.

Adam Snider is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011 and has since managed a disciplined planning process for his team, focusing on personalized client recommendations. Adam works to ensure that asset allocation and portfolio strategy function together to help clients achieve their financial goals. Adam holds both a Bachelor's degree in Business Administration and an M.B.A. in Finance from Middle Tennessee State University. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His areas of expertise include college education planning, family wealth management strategies, retirement income planning, portfolio management services, and tax minimization. Residing in Dunlap with his wife Kendall and their three children, Gideon, Elizabeth, and Moses, Adam participates in personal interests such as hiking, playing musical instruments, team sports, and volunteering at his church.

Becki Anderson is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she held positions at KensieMae LLC and Loanwise Financial LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Jonathan Dutton is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2002. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Based in Lookout Mountain, GA, Dutton has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Hudson is a financial advisor at UBS Financial Services in Chattanooga, TN, holding a Series 66 designation with 20 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Terra Lee is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Raymond James in 2017, she worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. Raymond James & Associates, Inc. oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

Herbert Spencer Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Paul Jacobs Jr. is a ChFC®-designated financial advisor with over 21 years of industry experience, currently affiliated with LPL Financial since 2025. His previous roles include positions at Cadaret Grant & Co., Inc., Raymond James Financial Services Advisors Inc., and Barnett & Company, Inc. He serves on several nonprofit boards and volunteers actively in community organizations, including as an assistant scoutmaster and a deacon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Paul Brown is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns Michael Edwin Madison Aircraft LLC, a business involved in the casual acquisition and sale of general aviation aircraft. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by extensive research and diverse portfolio management options.

Christopher Mullan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bankers Life and Phoenix Consulting, as well as service in the United States Army. He also has experience with Chattanooga Professional Baseball, LLC. Merrill, together 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Russell Hurley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a deacon and member of the finance committee at First Presbyterian Church in Chattanooga, Tennessee. 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 a range of financial planning and advisory services with a variety of portfolio management styles.