Molly Manning is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Jessica Henry is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63, 65, and 66 licenses and totaling five years of industry experience. Her prior roles include positions at Regions Bank, KeyBank, Citizens Bank, and Verizon Wireless. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matthew Townley is a financial advisor with Thrivent Investment Management in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Townley serves in various leadership positions at First Lutheran Church in Chattanooga and is involved with the Transformation Project, a prison ministry focused on supporting addiction-related offenders. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning and allows clients to combine planning with managed-account programs, maintaining distinct services without discretionary trading authority over client accounts.

Geoffrey Waite is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America, Merrill, Fisher Investments, and Edward Jones. Prior to his advisory career, he was associated with Charleston School of Law and worked at a law firm and a medical services company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

William Collier is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 license and over 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and with MassMutual Life Insurance Company since 2012, also working as an individual life insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering event-driven planning programs.

Joel Denton is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation. He has professional experience spanning roles in education and self-employment prior to joining Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Brent Faulk is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services.

Samuel Montgomery is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he serves on the leadership team of the Young Givers Circle, a group of young professionals who pool funds to support local non-profit charities through quarterly grants. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeremy Cline is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he spent 19 years at Verizon. His credentials include the Series 66 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Abbott is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2021, he worked at LPL Financial and INVEST Financial Corporation. Abbott also serves as an insurance agent for Firstbank Insurance Inc., focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth families, corporations, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports specialized municipal and public finance work.

Sydney Tindall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners since 2016 and serves as Vice President at Pinnacle Asset Management and The Tindall Team, supporting business development and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it is notable for its municipal advisor affiliation and specialized retirement plan advisory services.

Wealthy Long is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

James Mc Allister is a Series 66-credentialed advisor with LPL Financial and Foundation Wealth, with one year of experience at both firms. Prior to this, he worked three years at Insurance Hub and spent 19 years at the Whitfield County Sheriff's Office. 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, supported by a large network of investment adviser representatives.

Ethan Baggett is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in roles outside of finance, including positions at Parlor Doughnuts and Covenant College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily serving those with Ameriprise-managed accounts.

Nathan Strait is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Cox Wealth Management LLC and American Portfolios Financial Services, Inc. In addition to his advisory roles, he serves as a deacon and financial ministry committee director at Woodland Park Baptist Church and volunteers as a cross country team coach with the Chattanooga Southeast Tennessee Home Education Association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

George Skonberg is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience since 1983. He serves on the endowment committee of The Bright School, a private nonprofit elementary school. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management to tailor investment strategies based on proprietary research and model-based asset allocations.

George Andrews Jr. is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and uses modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Joshua Adams is a financial advisor at Cetera with the Series 66 designation and two years of industry experience. His prior work includes roles at Regions Bank, Covenant Logistics Group, and Shorter University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary account management with access to affiliated and third-party managers and oversees more than $256 billion in assets.

Edward Taliaferro is a financial advisor with Robert Baird & Co. in Chattanooga, TN, holding Series 63 and Series 65 certifications and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 18 years at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of financial planning and investment management services, including separately managed accounts, tax-managed strategies, and ongoing manager selection supported by internal research and tools.

Becky Gladney is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, utilizing proprietary capital market assumptions and research to tailor client plans.