Andrea Anderson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management solutions. She is a member of The Anderson Group, which collectively brings over 50 years of experience serving families in the Chattanooga and Cleveland area. Andrea's work focuses on areas such as college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Andrea began her career in the financial industry in 2005, progressing through roles including intern, receptionist, operations and compliance, financial advisor assistant, team financial advisor, and now senior financial advisor. She holds a Bachelor's degree in Finance with a minor in Psychology from Georgetown College and earned an MBA from the University of Tennessee at Chattanooga. Andrea is also a Junior League of Chattanooga Sustainer and holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Andrea enjoys travel and staying active, with interests that include basketball, bowling, boxing, football, golfing, hiking, and ice hockey. She is married to her high school sweetheart, Kevin, and they have two dogs. Andrea values connecting with clients personally and professionally to help simplify their financial lives.

Morgan Maclellan is a financial advisor at UBS Financial Services with four years of industry experience. He has been with UBS since 2020 and previously operated as a franchisee of Your Pie from 2014 to 2020. Maclellan advises on business and planning matters for The Maclellan Foundation, a private Christian foundation focused on global outreach and local community support in Chattanooga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor portfolios aligned with clients' goals and risk profiles.

Jefferson Cronan is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. In addition to his advisory role, he acts as co-trustee for an irrevocable trust established for a close family friend and serves as trustee for an irrevocable life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Ashlee Wallick is an International Wealth Advisor specializing in serving high-net-worth individuals and families. She focuses on providing personalized attention through a disciplined investment process tailored to clients’ unique goals and priorities. Ashlee’s areas of expertise include international wealth management, family wealth strategies, corporate executive services, and education planning. Ashlee holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ and maintains Series 7, 63, and 65 FINRA registrations as well as the 215 insurance license. She earned an Associate's Degree from University Jose Miguel Carrera in Chile and is fluent in both English and Spanish. Ashlee resides in Coral Gables, Florida.

Erin Marken is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. Prior to joining Raymond James in 2019, she worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Since 2023, Marken serves as a health care surrogate, trustee, and power of attorney for a client of Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad network of advisors and affiliated research resources.

George Vieth is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms, including Voya Financial Advisors and Cetera Wealth Services. Vieth is involved in various activities outside advising, including serving as a board member at a nonprofit school, mentoring a university fraternity chapter, and providing tax preparation and college planning services. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rebecca Gaylord is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and seven years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. Outside of finance, she serves as an assistant volleyball coach for a junior varsity team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

Joseph Romanchik is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Romanchik serves on the advisory committee for Girls Inc., where he provides budgeting advice to support scholarship funding. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to tailor investment solutions to clients' goals and risk tolerances.

David Byrum is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2010, accumulating 15 years of industry experience. He is based in Hixson, Tennessee. Outside of his advisory role, he manages a commercial rental property in Humboldt, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Laura Knight is a CFP® professional with 19 years of industry experience. She has worked at Morgan Stanley for 15 years before joining Edward Jones, where she has been since 2026. Outside of her financial advisory work, she is involved in reselling used clothing as an independent contractor on Poshmark. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Melissa Street is a CFP® professional currently with LPL Financial and has 14 years of industry experience. She previously worked at Royal Alliance Associates for 13 years before joining LPL Financial in 2024. Outside of her advisory role, she is a state-licensed notary in Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Deborah Cliffordbrown is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering a variety of financial planning and advisory services supported by comprehensive research and portfolio management options.

Mitchell Jobe is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Raymond James Financial Services. He has served in a fiduciary capacity for a family entity since 2018. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nathan Bowman is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities Corporation. Outside of advisory services, he is licensed to sell life and disability insurance products, including annuities and long-term care insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to construct and manage portfolios with multiple asset classes.

Frank Powell is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OSAIC for 35 years. Outside of advisory work, he is a business owner of Extreme Concrete Pumping LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathon Ransom is a CFP®-designated financial advisor with 24 years of industry experience. He has been with LPL Financial since 2025 and previously worked at First Tennessee and First Tennessee Brokerage Inc for over two decades. 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, utilizing both proprietary and third-party strategies across various account types.

Erica Archer is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, she worked at First Baptist Cleveland and the Cincinnati Symphony Orchestra. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Giovanni Attardo is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Verizon Wireless. Outside of his advisory role, he co-owns a hair salon with his wife, serves as an elder at Life Gate Church in Lafayette, GA, and volunteers with the Tri Community Volunteer Fire Department in Ooltewah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates under a fiduciary standard, offering discretionary and non-discretionary strategies as well as affiliated mutual funds and other financial services.

Gregory Mc Guire is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has worked at SmartBank since 2019 and with Raymond James since 2014. Mc Guire also operates an independent insurance brokerage providing insurance services to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings, including municipal advisory services and SIMPLE IRA employer consulting.

Daniela Mabry is a Financial Advisor at Merrill Lynch Wealth Management. She works collaboratively with clients to provide guidance on various financial matters including retirement planning, estate organization, and managing new wealth. Daniela focuses on tailoring strategies to align with clients' individual goals, risk preferences, and financial situations. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. Daniela holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniela earned her high school diploma from Highland High School and an associate's degree from South Suburban College. She is bilingual in English and Spanish. Outside of her professional role, Daniela spends time volunteering by teaching crochet lessons at senior homes and community centers, and she is involved in animal rescue initiatives. Her personal interests include boating, fishing, gardening, knitting and crocheting, music, painting, reading, spending time with family, traveling, and watching movies.