Preston Begley is a financial advisor at LPL Enterprise with a Series 66 designation and over four years of combined industry and related experience, including roles at Rooks Wealth Advisors, LLC and academic experience at the University of Tennessee at Chattanooga. He has been with LPL Enterprise since 2026. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to a range of advisory and brokerage services through an integrated platform.

James Reynolds is a Series 63–licensed financial advisor with UBS Financial Services in Chattanooga, TN, where he has worked since 2000. He has 39 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Audra Vetzel is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She previously worked at Unum for four years and spent 17 years balancing family responsibilities with part-time work at Armstrong Relocation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to provide tailored financial planning and portfolio management.

Robert Martin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates and Scottrade, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Michael Von Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Peters Group, a planning-focused advisory team he founded over twenty years ago. Michael’s approach centers on helping clients define their individual meanings of wealth and preserving family legacies by educating and encouraging values-based financial decisions. His client relationships emphasize the delivery of insight and empathy as key elements of his planning-based methodology. Michael has extensive experience guiding individuals and families through the complexities of creating, preserving, and distributing wealth. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and small business strategies. He collaborates closely with clients to address risk, retirement coordination, debt minimization, insurance evaluation, and estate planning, often working alongside accountants and attorneys to provide comprehensive service. Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor. Beyond his professional work, Michael serves on the Board of Directors at United Veterans Beacon House, supporting housing initiatives for military veterans and their families.

Peter Knoop II is a financial advisor at Morgan Stanley with 30 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools but generally does not provide individual security recommendations within its standalone financial planning program.

Brian Graber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Bank of America, N.A. since 2009. Outside of his advisory work, he co-owns and operates a travel center through RBT Enterprises, LLC. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Diane Walker is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Northwestern Mutual and Robert Thomas. Prior to her financial services career, she spent 18 years at Girls Preparatory School. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary management and municipal advisory services.

Matthew Lawson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and Raymond James Financial Services Advisors Inc., as well as running Lawson Winchester Wealth Management since 2007. He is also involved with Simplicity Group as an advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies across discretionary and non-discretionary management.

Alfred Black III is a financial advisor with Charles Schwab in Chattanooga, TN, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab in 2026, he worked at Thrivent Financial and other financial and service organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and due diligence on alternative investments.

Mark Ingle is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is a member of the Chickamauga Fly Bait and Cast Club, a fishing and marina club on Chickamauga Lake. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Kelly Roberts is a financial advisor with Morgan Stanley in Chattanooga, TN, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Douglas Brown is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 1988. Outside of his advisory role, Brown serves as Treasurer of the University of Tennessee at Chattanooga Foundation and participates in fundraising efforts for the University of Tennessee system and scholarship distribution through the Morning Pointe Foundation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mary Loggins is a CFP® professional with 34 years of experience in the financial industry, currently serving as an advisor at Raymond James & Associates since 2009. She holds Series 63 and Series 65 licenses and is based in Chattanooga, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Nicholas Pollard is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he is involved in several community and charitable organizations, serving on the boards of The League for People with Disabilities and the Walt Williams Foundation, and he also participates in fundraising activities. Additionally, he has experience as a radio analyst for basketball games and is an author. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services and provides various capital markets and lending solutions.

Steven Coffman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2010 after beginning his financial services career in 2000 with UBS Financial Services. Steven specializes in helping families with complex wealth management needs by developing customized strategies that reflect their values and goals. He collaborates closely with clients' attorneys and tax advisors to coordinate cohesive wealth management plans that utilize a range of resources through Merrill Lynch and Bank of America, including investments, trusts, insurance products, and estate planning strategies. Steven's areas of expertise include family wealth management strategies, legacy planning, retirement income, college education planning, corporate retirement plan services, divorce transition planning, managing new wealth, personal retirement planning, and portfolio management services. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree in Business Marketing from the University of Tennessee at Chattanooga, where he also spent a semester studying International Finance and Marketing at King College in London, England. Outside of his professional responsibilities, Steven enjoys spending time with his wife Michele, an attorney, and their son Carson. His personal interests include football, hunting, music, and engaging in family activities. Steven values building long-term relationships with clients across generations and aims to support them through market fluctuations and life challenges by acting as a client advocate.

Jennifer Mcintyre is a Series 66 licensed financial advisor with Raymond James & Associates in Chattanooga, TN. She has 15 years of industry experience and has been with Raymond James & Associates since 2010. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Briston Reese is a Series 66-registered advisor with Osaic Wealth, Inc., based in Chattanooga, TN. He has held various roles since 2014 in financial services and education, including positions at Advisor Compliance Associates and Patten and Patten, Inc. Reese’s career with Osaic began in 2026. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct portfolios across a wide array of investment options.

Kenneth Noonan is a financial advisor with Cambridge Investment Research Advisors and has 23 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with Cambridge Investment Research Advisors since 2006. He is also managing director at Capital Planning Partners and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Steven Gatlin is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services for 25 years since 2001. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and model-based asset allocations.