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.

Thomas Hammel is a Resident Director at Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to meet the unique needs of his clients. He specializes in areas such as Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Institutional and Corporate Benefit Services, and Philanthropic Planning. Tom joined Merrill Lynch in 1993 after earning his Bachelor's Degree from Liberty University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach emphasizes accessibility, knowledge, and experience to help clients make important financial decisions. Outside of his professional role, Tom is involved in his community as an assistant wrestling coach at CCS High School and serves on the Church Finance Council at Woodland Park. He enjoys boxing, hunting, painting, reading, woodworking, and spending time with his wife and two daughters in East Brainerd, Tennessee.

Adam Bridges is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials and bringing 11 years of industry experience. His previous roles include positions at Market Street Partners and Creswell Richardson. Outside of advising, he also engages in tax preparation and accounting services as a certified public accountant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

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.

Ralph Allison Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

William Hunt IV is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves as an assistant swim coach for the Baylor School and is involved with Signal Mountain Sports Boosters in a coaching capacity. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering financial planning and investment programs supported by structured discovery processes and firm-approved tools.

Nicklus Caplenor is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he serves as a board member of the Dunaway Hunting and Fishing Club in Tennessee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools to assist clients in financial decision-making.

Erica Clark is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cetera Investment Services, First Horizon Bank, and Valic Financial Advisors, among others. 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, with advice delivered primarily through its network of investment adviser representatives.

Aaron Shepard is a financial advisor with Cambridge Investment Research Advisors in Ringgold, GA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work history includes roles at Dempsey Lord Smith, LLC, FEDEX Ground, and Erianger Health Systems. Shepard is also an agent with AMG Insurance and Financial Company, engaging in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, trusts, and estates—providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party models, across multiple custody platforms with discretionary and non-discretionary options.

Weston Marshall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the Tennessee Valley Authority and Covenant College. Outside of finance, he has experience with Woodside Farm Creamery and involvement with the US Soccer Federation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and emphasizes both proprietary and third-party strategies with various custody arrangements.

Ronald Bailey is a financial advisor with LPL Financial in Hixson, TN, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at National Planning Corporation, Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he serves as a football referee for the Tennessee Secondary School Athletic Association. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Bobby Tallent is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes positions at firms such as Charles Schwab, Merrill, and Regions Bank. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Christopher Oliver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for the WinShape Foundation for nine years. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.