Stephanie Malone is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities, BB&T, and Atlantic Capital Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Trey Norris is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Empower Advisory Group and previously worked at Edward Jones and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms connected to Empower’s recordkeeping and administrative services.

Trevor Smith is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 designation and has previously worked at First Tennessee Brokerage Inc., National Planning Corporation, FSC Securities Corporation, and Ftb Advisors, Inc. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, Parker spent 24 years at Santek Waste Services. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Sparks II is a financial advisor with Edward Jones in Ooltewah, TN, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously spent eight years at Browne Laboratories Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide. The firm offers various managed strategies, separately managed accounts, and affiliated investment products while operating under a fiduciary standard.

Stephanie Huff is a financial advisor with Cetera in Cleveland, TN. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Regions Bank, Agia, Valic Financial Advisors, Edward Jones, Harmony Family Center, and Omni Visions Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment program structures through a large network of independent advisors.

Sharin King is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, King worked in various roles including positions at Western Wyoming Community College and Liberty University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Crowley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Cetera since 2018, including Cetera Wealth Services, and previously at Coastal Benefits Insurance Group and TFS Securities. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple investment platforms and managers, overseeing over $256 billion in assets.

Thomas Thomas Jr. is a financial advisor with Raymond James Financial in Cleveland, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James Financial since 1996 and operates Thomas & Thomas Partners as an independent contractor and branch manager. Outside of advising, he is involved in private investment activities and property ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Benjamin Payne is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he assists with Serenity Trades, an online sales business, providing consulting and support unrelated to securities. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services and approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, under a fiduciary standard.

Shannon Ritzhaupt is a financial advisor at Edward Jones in Cleveland, TN, with six years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is the owner of a restaurant, Cafe Roma, which she has overseen since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large nationwide network of advisors and branches.

Luz Giraldo is a financial advisor with Mass Mutual Investors Services in Cleveland, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at MetLife Securities Inc. for 17 years before joining Mass Mutual in 2016. Outside of her advisory role, she is also an individual life and health insurance agent. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers various programs including educational seminars and event‑driven planning services such as divorce and estate settlement planning.

Andrew Carson is a Series 66-licensed financial advisor with Edward Jones in Cleveland, TN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Gregory Highwood is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he has involvement with Gold's Gym and Creswell Enterprises LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and offers limited discretionary separately managed account options.

Thomas Tanner is a financial advisor with OSAIC in Ooltewah, Tennessee, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory work, he has experience in entrepreneurial ventures with T&B Designs Jewelry. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers.

Tyler Matchack is a financial advisor with Cetera in Cleveland, TN, holding a Series 66 license and one year of industry experience. Prior to joining Cetera, he worked at MassMutual and MML Investors Services, LLC. Outside of finance, he has experience working with community organizations including Mercy Ridge Church Of God and Silverdale Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a mix of discretionary and non-discretionary authorities.

Marcus Alley is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and currently serves as Secretary of the Cleveland Masonic Lodge #134. Additionally, he works as an Emergency and Fire Management Consultant for the University of Tennessee County Technical Advisory Services. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, serving individual, corporate, charitable, and institutional clients.

Bethany Markel is a Series 66 licensed financial advisor with Edward Jones, based in Cleveland, TN, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education roles at Cleveland City Schools and Lee University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

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.

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.