David Parish is a Series 65 credentialed financial advisor with LPL Financial who has been in the industry since 2023. Prior to joining LPL, he worked at Pactolus Private Wealth Management and Arlington Investment Corp. He is based in Ooltewah, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Guccia is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, Wells Fargo Clearing, Citizens & Northern Bank, N B T Bank, N.A., and LPL Financial, LLC. Outside of his advisory role, he is the sole owner of a real estate rental and development business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports a large network of over 10,000 advisors managing more than $256 billion in assets.

Erin Carboni is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2009 and previously worked at Merrill from 2006 to 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Holly Bell Proshkin is a Series 66-credentialed financial advisor with Morgan Stanley, based in Chattanooga, TN, and has 23 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Katherine Wallace is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked as an independent contractor and has been involved with Chattanooga Aerials/Inversions Circus Arts since 2022. Outside of finance, she is engaged in circus arts activities. 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 tailored financial planning and non-discretionary investment consulting backed by extensive research and multiple portfolio management styles.

Sarah Daniel is a financial advisor at Morgan Stanley with 10 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is involved in property management as a sole proprietor of a rental property business in Chattanooga, Tennessee. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning backed by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-associated financial planning services.

Preston Begley is a financial advisor with LPL Enterprise, holding a Series 66 license and beginning his industry career in 2023. Before joining LPL Enterprise in 2026, he worked at Rooks Wealth Advisors, LLC for two years and was affiliated with the University of Tennessee at Chattanooga for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering a range of financial planning, consulting, and insurance-related services.

James Reynolds is a Series 63–licensed financial advisor with UBS Financial Services in Chattanooga, TN, where he has worked since 2000. He has 39 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Audra Vetzel is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She previously worked at Unum for four years and spent 17 years balancing family responsibilities with part-time work at Armstrong Relocation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to provide tailored financial planning and portfolio management.

Robert Martin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates and Scottrade, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

John Griggs is a Series 66-registered financial advisor with Ameriprise in Chattanooga, TN, bringing 10 years of industry experience. He has been with Riggs & Associates since 2014. Outside of his advisory role, he serves on the Board of Directors for the National Center for Youth Issues and participates on the finance committee at Chattanooga Christian School, advising on the management of the school’s investment assets. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering comprehensive, non-discretionary recommendations that integrate research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Von Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Peters Group, a planning-focused advisory team he founded over twenty years ago. Michael’s approach centers on helping clients define their individual meanings of wealth and preserving family legacies by educating and encouraging values-based financial decisions. His client relationships emphasize the delivery of insight and empathy as key elements of his planning-based methodology. Michael has extensive experience guiding individuals and families through the complexities of creating, preserving, and distributing wealth. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and small business strategies. He collaborates closely with clients to address risk, retirement coordination, debt minimization, insurance evaluation, and estate planning, often working alongside accountants and attorneys to provide comprehensive service. Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor. Beyond his professional work, Michael serves on the Board of Directors at United Veterans Beacon House, supporting housing initiatives for military veterans and their families.

Peter Knoop II is a financial advisor at Morgan Stanley with 30 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools but generally does not provide individual security recommendations within its standalone financial planning program.

Brian Graber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Bank of America, N.A. since 2009. Outside of his advisory work, he co-owns and operates a travel center through RBT Enterprises, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Diane Walker is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Robert Thomas. Before her advisory career, she spent 18 years at Girls Preparatory School in Chattanooga, TN. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research.

Matthew Lawson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Raymond James Financial Services, and Merrill. Outside of his work with LPL, he operates Lawson Winchester Wealth Management and has involvement with the Bethlehem Center. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment management provided through customizable strategies and third-party subadvisors.

Alfred Black III is a financial advisor with Charles Schwab in Chattanooga, TN, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab in 2026, he worked at Thrivent Financial and other financial and service organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and due diligence on alternative investments.

Mark Ingle is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is a member of the Chickamauga Fly Bait and Cast Club, a fishing and marina club on Chickamauga Lake. 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 a broad range of capital markets services.

Kelly Roberts is a financial advisor with Morgan Stanley in Chattanooga, TN, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Laurie Powell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She worked at Royal Alliance Associates, Inc. for 30 years before joining LPL Financial in 2024. Outside of advisory services, she is involved in farming through a family business entity that leases land for agricultural purposes. 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 provides a wide range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.