Kellye Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Meredith Trautschold is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2010. Outside of her advisory work, she is also a yoga instructor. 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 employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Janet Schroer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap fee structure with ongoing oversight of its investment models.

Vance Embry is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services and Barker Petway Investment and Retirement Management. Outside of his advisory roles, Embry is involved with the Windemere Landowners Association, where he has been active since 2020. 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 including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools used by its network of over 22,800 advisors.

Rachel Crawford is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at McLemore Resort, Unum, and several educational institutions including the University of Tennessee at Chattanooga and Chattanooga State Community College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using model-based asset allocations and proprietary research to tailor financial plans.

Caralyn Balthrop is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 2009 and joined LPL Financial in 2025. 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 portfolio programs, third-party asset management, and institutional platforms.

James Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked for FTB Advisors for 10 years prior to joining LPL Financial in 2025. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Darrin Wall is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at UBS Financial Services and Edward Jones, each for three years, and spent five years with Acuity Merchant Services. Wall is involved with Scenic City Wealth, where he holds roles related to investment advisory and insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools and access to third-party managers, operating a complex platform with multiple mergers and private equity ownership.

Michael Edens is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities, Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance Co. He is also a partner in Scenic City Wealth, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment vehicles, with discretionary and non-discretionary management options.

Terran Kidner is a financial advisor with Equitable Advisors in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Dillon George. He is also involved as a registered sales assistant at Dillon George, supporting financial operations and sales. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Beth Lofgren is a CFP® and holds a Series 66 license with eight years of experience in the financial industry. She has worked at Edward Jones since 2017 and previously spent ten years at HCA (Parkridge Medical Center). 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Hipp is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been affiliated with PFS Investments, Inc. and Primerica Financial Services for over a decade. Outside of his advisory work, he is involved with Good Shepherd Lutheran Church and First Lutheran Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-based and discretionary investment strategies with custodial and trade execution support from BNY Mellon Advisors and Pershing.

Robin Moldenhauer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Robin worked at Norspring Center for Rejuvenation and the Institute for Acupuncture & Wellness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Alexander Moore is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Chattanooga, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Moore manages an advisory business through Enterprise Practice Services LLC, performing administrative duties related to investment activities. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients nearing or in retirement with substantial investable assets. The firm utilizes a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to client needs.

Collin Daniell is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 designation and five years of industry experience. His work history includes roles at MML Investors Services and BD Planning Partners/Mass Mutual, as well as prior experience at Big Fish Sports, Lee University, and Capital Financial Group/Mass Mutual. Mass Mutual Investors Services, LLC 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, structuring engagements as collaborative, annual relationships that focus on goal analysis and written recommendations.

Dillon George is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of DG Technologies and Shoetizer LLC, where he engages in research and development. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party sponsored programs and discretionary management, and offers a variety of investment options such as mutual funds, ETFs, and select alternative investments.

Paras Sharma is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was employed at Haegemon Group International and World Financial Group, and also had an 11-year tenure at Nestle Waters. 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 under management and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Thomas Eddy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2002. He is a partner in Mobility Sports Tools, LLP, a company involved in the manufacturing and sales of a health care and sports rehabilitation product. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Robert Bishop is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. His prior work includes roles with FoundationWealth and as an educator at Dalton City Schools and Christian Heritage School. He is also a commissioned notary public in the state of Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by technology and research tools.

James Ferguson is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.