John Nething II is a financial advisor at Edward Jones in Ooltewah, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at ADT Security Services from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Scott Creel is a Certified Financial Planner® with 22 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc. since 2009. Creel is also involved in his own financial firms, Southern Express Financial Group and Creel Financial Services, where he engages in client acquisition and servicing as well as fixed insurance solutions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and offers both discretionary and non-discretionary account management.

William Bradford is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, with prior experience at J.J.B. Hilliard, W.L. Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management strategies using a combination of in-house and third-party managers, including traditional and non-traditional investment approaches.

Dustin Morgan is a financial advisor with Ameriprise in Ooltewah, Tennessee, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliates since 2004. Outside of his advisory role, Morgan serves as president of the London Center Owners Association II and is involved in several business ventures, including practice management services and commercial real estate investment. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Hatton is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services before joining LPL Financial in 2017. In addition to his advisory role, Hatton works as a licensed fishing guide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Amy Gavlenski is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Clearing for nine years and at Mina Sartipi & George Yu for four years. Outside of her advisory role, she holds power of attorney responsibilities for her mother. 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 municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supplemented by a range of portfolio management styles and affiliated research.

William Roebuck is a financial advisor with Thrivent Investment Management in Cleveland, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thompson, Price, Scott, Adams & Co, PA, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, PLLC, and Mix 104.1 WCLE. Outside of his financial advisory work, he serves as a board member for Foundation House Ministries, a nonprofit aiding women in crisis pregnancies, and as vice president of BNI Southeast TN, focused on business networking and referrals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses and planning without discretionary trading authority.

Saul Secundino Portano is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at Morgan Stanley, J.P. Morgan Securities, and Primerica Advisors. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Alan Darmody is a financial advisor with Primerica Advisors in Ooltewah, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with Cohutta Springs Conference Center. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.

Wayne Stickney is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. His background includes roles in education at multiple schools and ongoing work with PFS Investments Inc. Outside his advisory work, he is involved in selling loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven investment strategies and third-party portfolio management.

Kay Hughes is a CFP® professional with 20 years of industry experience, currently with LPL Financial since 2025. She previously worked at Cadaret, Grant & Co., Inc. for three years and Keel Point Capital, LLC from 2015 to 2022. Outside of her advisory role, Hughes acts in a fiduciary capacity in a non-investment-related position and is a commissioned notary. LPL Financial serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Michael Burroughs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and previously spent nine years with Wells Fargo Advisors Financial. Burroughs is also the owner of Burrroughs Keasler Investment Partners, where he serves as Branch Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools, supporting implementation primarily through its advisory programs and other providers.

Carla Donina is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at UBS since 2009. Outside of her advisory role, she serves on the Board of Governors for Parkridge Health System and is involved with the AIM Center, which provides psychiatric rehabilitation services. 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 uses proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Bradley Burcham is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Mass Mutual Investors Services since 2005. Outside of his advisory role, Burcham is involved in several entrepreneurial ventures, including ownership of a sports card business and roles in various real estate and wholesale container sales companies. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Jody Riggs is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise since 2005. She has been a partner and executive-level decision maker at Mainstay Service Group, LLC, which provides administrative support for her advisory practice. She is also a co-owner of RBF Partners, LLC, managing her Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Becki Anderson is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at KensieMae LLC and Loanwise Financial LLC. Anderson is based in Chattanooga, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Corey Madding is a CFP®-designated financial advisor with Edward Jones, based in Ooltewah, TN. He has eight years of industry experience, including nine years at Edward Jones and prior work at AT&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Avery Chandley is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, Chandley worked at Wahby Financial Group and has held various roles at Covenant College and other organizations. Chandley also operated Chandley Communications, an entrepreneurial venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

David Hudson is a financial advisor at UBS Financial Services in Chattanooga, TN, holding a Series 66 designation with 20 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Terra Lee is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including Northwestern Mutual and David Walther. 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 with tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.