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.

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.

Curtis Duncan is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, Curtis owns a farm house rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Emerson Brown is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James & Associates in Chattanooga, TN. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Inc. and Truist Investment Services, Inc. from 2017 to 2021, and held roles at Brown Associates, Inc. and Garth & Brown Investment Management, LLC from 2015 to 2017. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Charles Cordle Jr. is a financial advisor at Osaic with 18 years of industry experience and holds a Series 66 designation. His career includes roles at American Portfolios Financial Services, Inc. and Cox Wealth Management, LLC. Outside of his advisory work, he plays guitar and manages sound and audio for his church worship group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and various managed account solutions. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Cory Gaylord is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including eight years at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he serves as the head golf coach for the high school men's and women's teams at Chattanooga Christian School. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using advanced analytical tools and offers specialized programs including divorce planning and employer-sponsored plans.

Theodore Boerger is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual Life Insurance Company since 2017 and with MML Investors Services since 1987. In addition to his advisory role, he is also licensed as a life and health insurance agent. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Michael Tomshack is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley since 2007 and worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as secretary for the William C. Pallas, MD Foundation, Inc. and maintains a photography business through which he donates time and materials to local charities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and the Global Investment Committee’s Secular Return Estimates to model outcomes for its clients.

Scott Carswell is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for eight years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Hunt is a financial advisor at Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 licenses. He has been with Raymond James & Associates since 2025 and has prior experience as an independent sales representative and in the medical products industry. Outside of finance, he spent nine years working in yard maintenance. 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 and consulting with a range of portfolio management styles and affiliated research.

Patrick Neel is a financial advisor with Wells Fargo Clearing in Chattanooga, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2017 before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he serves as an executor for an investment-related estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Heather Edmondson is a CFP® professional and Series 66 license holder with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as the Education Coordinator for the Nooga Exchange BNI group in Hixson, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is distinguished by its extensive advisor and branch network, affiliated investment capabilities, and fiduciary standard of care.

Mitchell Crispin is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Waypoint Financial Partners and teaching positions at Transylvania University and McCallie School. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to deliver tailored investment solutions.

Mariah Barrows is a financial advisor with LPL Financial based in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She has previously worked with First Horizon Bank and First Horizon Advisors, where she spent a total of over seven years. Barrows is also a notary connected to First Horizon Bank and Advisors. 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, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Robin Todd is a Financial Consultant at Fidelity Investments, a position held since 2015. In this role, Robin collaborates with clients to build and customize financial plans tailored to their individual family needs. Robin focuses on developing strategies that enhance these plans while maintaining open lines of communication. As a Certified Financial Planner, Robin acts as an advocate for clients, ensuring their financial objectives are met through careful planning and ongoing support. Robin's approach centers on partnership with clients to identify and implement effective financial solutions. Outside of work, Robin engages in various personal interests including fitness, football, golf, outdoor adventures, pets, and tennis.

Eric Abbott is a financial advisor at Edward Jones in Chattanooga, TN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, his work history includes roles at Holder Construction, O'Brian & Gere, Abbott Health & Fitness, and Orangetheory Fitness. Edward Jones is a full-service wealth management firm serving institutional and individual clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ronald Farrow is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Farrow is also involved in insurance-related activities, including offering various types of health and life insurance through his firm, Willow Tree Wealth Management, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing brokerage, investment advisory, and financial planning services. The firm uses advanced portfolio construction tools and offers access to multiple third-party money managers and managed-account solutions.

Kristie Stevenson is a Series 66 licensed financial advisor with LPL Financial, based in Chattanooga, TN, with four years of industry experience. She has been with LPL Financial since 2019 and concurrently works with Tennessee Valley Federal Credit Union since 2011. Stevenson operates a DBA for her LPL business under Tennessee Valley Investment Advisors. 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, employing multiple investment strategies and platforms supported by advanced operational tools.