Gregory Highwood is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1999 and has experience with Barnes Global Network LLC and Creswell Enterprises LLC. Outside of advising, he is involved with Gold's Gym, where he has been active for over a decade. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Robert Cooper is a financial advisor with OSAIC in Chattanooga, TN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Jhfn Sii, and Royal Alliance Associates, Inc. He serves as a board member for Training Ground Chattanooga, a local nonprofit organization focused on community building and event planning. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through multiple programs, utilizing model-based asset allocation and portfolio optimization, and supports discretionary management, third-party managers, and proprietary investment models.

Thomas Tanner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to his advisory role, Tanner operated T&B Designs Jewelry for several years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization tools and offers access to alternative investments through third-party platforms.

Richard Cox Sr. is a financial advisor at OSAIC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including American Portfolios Advisors and Advisor Planning Corporation. Outside of his advisory work, he is the owner of a hobby car club called Southeast Chevelles, where he maintains the club’s website and social media pages. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to third-party money managers.

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.

Scott Chadwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory work, he is involved as a co-signer for the lease of Chattanooga Yarn Co. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, supported by extensive research and multiple portfolio management strategies.

Holly Kimsey is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wachovia Bank, N.A. She also teaches exercise classes and distributes health supplements as outside activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is noted for its scale, complex affiliate network, and consolidated platform.

David Oesch is a financial advisor with Edward Jones in Chattanooga, TN, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in multiple real estate ventures, including property management and development projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services. The firm operates a large network of financial advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment solutions.

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

William French is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 credential and six years of industry experience. He has worked at MML Investors Services since 2020 and BD Planning Partners/Mass Mutual since 2019. Outside of his advisory role, he is involved with Blair's Estate Sales as a moving team member. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, with a focus on collaborative, goal-oriented planning engagements.

Kyle Luthy is a financial advisor with Ameriprise in Chattanooga, TN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliates since 2009. Additionally, he provides client service and administrative support through Mainstay Service Group, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

John Burke is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, PJ Robb Variable Corp, and Crump Life Insurance Services. Burke is also involved as a registered assistant with Scenic City Wealth, where he manages client services and provides research support. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Gregory Reabold is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2019 and previously spent three years at Wells Fargo Clearing. Outside of his advisory role, he is involved with the Orange Grove Center in Chattanooga, serving on the board and as chair of the investment committee, with plans to become board chair in 2025. Raymond James & Associates is a large 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 solutions through various portfolio management styles and affiliated research.

Alexander Burroughs is a CFP® certificant with 14 years of experience in the financial services industry, currently serving at Raymond James Financial since 2018. Prior to this, he worked at Wells Fargo Advisors for seven years. He is a member of the finance and investment committee and serves as a deacon at Central Church of Christ, where he assists with budgeting and class coordination. 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 consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Mcnally is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. His prior work includes long-term roles at First Tennessee and First Tennessee Brokerage. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Julia Harrison is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions, supported by proprietary research and model-based asset allocations.

Justin Koshenina is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at multiple Raymond James entities since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using analytical tools and supports various advisory programs, including municipal and public-finance services.

Adam Seiler is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020. Outside the financial industry, Seiler is the owner of 1-On-1 Personal Training, Inc., a business he has operated since 2009. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party managers and custodians, overseeing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices.

Michael Greer is a financial advisor with LPL Financial in Chattanooga, TN, holding the Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior experience includes roles at Stone Bridge Asset Management, Robert Half International, and PRUCO Securities. Outside of his advisory work, he is involved in recruiting on a part-time basis. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies ranging from discretionary to non-discretionary approaches across various asset classes.

R Grzesiak is a financial advisor with Raymond James & Associates holding the CFP® designation and Series 63 and 65 licenses, with 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. He is based in Chattanooga, TN. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.