Manuel Carril is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and served briefly in the US Army Reserves. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Connor Presnell is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Butler Lexus of South Atlanta and 27 Baseball. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and regular rebalancing.

Christopher Sislo is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC. He previously worked for HHM Wealth Advisors, LLC for 10 years. In addition to his advisory role, he works seasonally as a tax preparer. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting through a combination of discretionary and non-discretionary portfolio management and a variety of analytical strategies.

Tina Trew is a financial advisor at Truist Advisory Services with 37 years of industry experience. She holds Series 63 and Series 66 credentials and has been with SunTrust Advisory Services and affiliated firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches alongside third-party platforms and AI-augmented research.

Matthew Grant is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has one year of industry experience. Prior to his current role, he worked at Truist Bank for eight years and was involved in the restaurant business at Bar Liva Restaurant for five years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager selection programs.

Kolby Wilson is a financial advisor with Mariner, holding a Series 65 designation and two years of industry experience. Prior to joining Mariner in 2024, he worked at Capital Planning LLC, SageView Advisory Group, and GuideStone Financial Resources. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers across a wide range of asset classes and strategies.

Thomas Vennero is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Vennero serves as a Commissioner in Sequatchie County, Tennessee. 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 and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Chapman is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves on the board of directors for Little Miss Mag Early Learning Center and works as an independent consultant for Arbonne, a personal care product company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Derrick Anderson is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Edward Jones since 2004. Outside of his advisory role, he is involved in managing real estate holdings through an LLC in Hixson, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Blake Abel is a financial advisor with MassMutual Investors Services in Hixson, Tennessee. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Robert Morris University and operating a pizzeria for nine years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing detailed client data and firm-approved software to deliver goal-oriented recommendations.

Joshua Schweiger is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bankerslife and Mississippi College. He holds the Series 66 designation. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Campbell is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he serves as a Sunday morning preacher at his church. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Ian Early is a CFP® professional with 13 years of experience at Edward Jones, where he has worked since 2013. He holds the Series 66 license and is based in Hixson, Tennessee. Outside of his advisory role, he is a minority member or investor in several LLCs unrelated to his primary advisory work. 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 investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Bryan Baker is a financial advisor with Thrivent Investment Management holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory work, he is involved in several activities such as stock car racing, youth soccer officiating, church planting as a pastor, and owning an RV rental business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses alongside a managed-account program through a consolidated billing option called “WealthPlan.”

Adam Bridges is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials and bringing 11 years of industry experience. His previous roles include positions at Market Street Partners and Creswell Richardson. Outside of advising, he also engages in tax preparation and accounting services as a certified public accountant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

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.

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.

Alvin Partridge is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Robert Cabe II is a Certified Financial Planner® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He participates on the finance committee of the Home Builders of Greater Chattanooga and serves on the board of the Soddy Daisy Trojan Fund. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients through a range of advisory programs and affiliated investment options.

Bryan Norman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Cambridge since 2016. In addition to his advisory role, he is an independent insurance agent and contracts for Medicare supplement sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals, utilizing a range of platforms and strategies tailored to client objectives.