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.

Wesley Terwilleger is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 11 years of industry experience. He previously spent nine years at FTB Advisors, Inc. Outside of his advisory role, Terwilleger is involved in managing residential real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Catherine Cary is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2009 after seven years as a Financial Advisor with Ameriprise. She holds a Bachelor of Science degree, earned Summa Cum Laude from the University of Tennessee at Chattanooga, and has earned professional designations including Chartered Retirement Plans Specialist™ (CRPS™) and Certified Plan Fiduciary Advisor® (CPFA®). With over 15 years of experience, Catherine specializes in areas such as divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. She works closely with clients to develop personalized financial strategies tailored to their goals. Catherine is active in her community, volunteering with her children's school and having served on the board of Civitan International. She has also volunteered with America's Junior Miss at local and state levels. She resides in Chattanooga with her two children.

Melissa Cross is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has been with UBS Financial Services in Chattanooga, TN since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and specialized support.

Peter Perdomo is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2023, previously spending over a decade at Ascensus in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Patrick Droke is a financial advisor at Edward Jones in Chattanooga, TN, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Cetera, Regions Bank, and TRM Insurance. Outside of his advisory role, he is involved in business development for a third-party logistics company and serves as a basketball referee for a local recreational league. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

John Smith is a ChFC® and holds a Series 66 license, with 22 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2012 and previously spent six years at MSI Financial Services, Inc. Smith is also the owner of Sand Oak Divorce Solutions LLC, a firm providing divorced planning services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of model-based and discretionary investment strategies.

George Menham is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS Financial Services since 2005. 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 solutions to clients’ goals and risk tolerances.

Dean Draper is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and his own firm, Dean E. Draper. He is also an independent insurance agent and owner of Draper Wealth Management, which provides insurance and investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

James Henson Jr. is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at FSC Securities Corporation from 1995 to 2023 and at Citadel Financial & Retirement Solutions LLC since 2012. In addition to his advisory role, he is the owner of Citadel Financial & Retirement Solutions LLC, where he assists clients with financial planning, portfolio management, and retirement and estate planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in managing portfolios that may include a range of securities and alternative investments.

Christopher Wiley is an advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials. He has recently started his career in the financial industry, with prior affiliations including Northwestern Mutual and UBS Financial Services. His background includes experience in both wealth management and educational institutions. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of services such as financial planning, portfolio management, separately managed accounts, and custody services, supported by internal research and investment tools.