Erica Clark is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked with Cetera Investment Services, First Horizon Bank, Regions Bank, and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and multiple investment strategies.

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 with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and previously worked at the Tennessee Valley Authority and Covenant College. Outside of finance, he was involved with the US Soccer Federation from 2017 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Ronald Bailey is a financial advisor with LPL Financial in Hixson, TN, holding a Series 66 designation and with 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation for eight years. Outside of his advisory role, he works as a football referee for the Tennessee Secondary School Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bobby Tallent is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at First Horizon Bank, WesBanco Bank, Cetera, Regions Bank, Merrill, Bank of America, and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by proprietary and third-party research.

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 Wealth, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previous experience 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 diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessment, and a variety of investment vehicles to construct portfolios tailored to client needs.

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.

Guadalupe Mendoza is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at various organizations, including multiple roles within Thrivent Financial. In addition to her advisory role, she engages in reselling gently used clothing through online marketplaces. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses without offering portfolio management for institutional clients. The firm’s approach includes comprehensive planning in areas such as retirement, tax, estate, and special needs, delivered through a network of financial advisors.

William Hunt is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses. He has one year of industry experience, including roles at Innovative Medical Products and Arthrex. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with financial planning, investment consulting, and institutional fiduciary solutions.

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 financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, she worked at Keller Williams Commercial for two years. Heather is also 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, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Crispin is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior experience at Waypoint Financial Partners. Crispin also worked in educational roles at Transylvania University and McCallie School. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party asset managers to deliver a range of advisory and brokerage solutions.

Mariah Barrows is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at First Horizon Bank and First Horizon Advisors beginning in 2015. Barrows has also been involved with Brandon Farrow Insurance Agency, Inc. Outside of her advisory work, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and technologies such as machine learning.

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.