John Burke is a financial advisor with OSAIC in Chattanooga, TN, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities, PJ Robb Variable Corp, and Crump Life Insurance Services. He is also involved as a registered assistant with Scenic City Wealth, where he provides client services and investment research. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse investment portfolios on both discretionary and non-discretionary bases.

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 at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves on the board of the nonprofit Orange Grove Center, where he is chair of the investment committee and will become board chair in 2025. Raymond James & Associates, Inc. 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 with a range of portfolio management styles and affiliated research.

Alexander Burroughs is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously at Wells Fargo Advisors from 2011 to 2018. Outside of his advisory role, Burroughs serves as a finance and investment committee member and deacon at Central Church of Christ, where he assists with budgeting and coordinates educational resources. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using risk profiling and modeling tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Steven Mcnally is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 63 designation and 24 years of industry experience. His career includes roles at FTB Advisors, Inc., First Tennessee Brokerage, and First Tennessee, spanning over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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 five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Seiler operates a personal training business, 1-On-1 Personal Training, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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 CFP® professional with 41 years of industry experience, currently advising at Raymond James & Associates since 2019. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Chyna Bacchus is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in retirement planning and guiding clients through complex financial decisions with clear, collaborative, and personal strategies. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chyna earned her Bachelor's degree from Vanderbilt University. Her approach centers on understanding clients' goals, values, and concerns to develop wealth management strategies that align with their objectives. Her areas of focus include college education planning, corporate executive services, equity compensation services, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Outside of her professional work, Chyna is involved with the Watson Grove Baptist Church and contributes to community organizations such as the Second Harvest Food Bank and the University School of Milwaukee Alumni Board. Her personal interests include cooking, football, reading, spending time with family, and volleyball.

William Evans is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at AXA Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

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.

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 in Chattanooga, TN, holding Series 63, 65, and 66 licenses and 28 years of industry experience. She previously worked at First Tennessee Brokerage, Inc. for 17 years. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategies.

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.