Kenneth Noonan is a financial advisor with Cambridge Investment Research Advisors and has 23 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with Cambridge Investment Research Advisors since 2006. He is also managing director at Capital Planning Partners and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Jordan Camp is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Financial. His prior roles include positions at First Horizon Advisors, the University of Tennessee at Chattanooga, and Unum Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing proprietary research, third-party subadvisors, and various strategic approaches.

Douglas Couch is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ruth Fant is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked in various roles since 2015, including owning Colours By Design, a business focused on bookkeeping and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Gatlin is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services for 25 years since 2001. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and model-based asset allocations.

Wesley Terwilleger is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 11 years of industry experience. He previously spent nine years at FTB Advisors, Inc. Outside of his advisory role, Terwilleger is involved in managing residential real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Jonathan Gossett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He was previously with Dempsey Lord Smith, LLC for 14 years before joining Cambridge. Outside of finance, Gossett raises and sells cattle and hay. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, nonprofits, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides various investment implementation options and maintains proprietary and third-party model strategies tailored to client objectives.

William Hamilton III is a financial advisor with Ameriprise, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at the University of Alabama-Huntsville. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a large client base through a combination of advisory, brokerage, and insurance solutions.

J Raschke is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, following a role at AXA Advisors, LLC. In addition to his advisory work, he is involved in property management through a non-investment related business. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers using a range of investment options and third-party program sponsors.

Madison Christian is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, Madison worked at First Horizon Advisors and First Horizon Bank. Before entering the financial industry, Madison held positions in the food service and education sectors. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and operational tools.

Melissa Cross is a Certified Financial Planner (CFP®) with 20 years of industry experience. She has been with UBS Financial Services in Chattanooga, TN since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and specialized support.

Tabithia Brown is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. She previously worked at Fuerst & Associates before joining Ameriprise Financial Services in 2017. Outside of her advisory role, she is co-owner and operations manager of Mainstay Service Group, LLC, which provides administrative support to a financial advisory practice. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to client needs.

Peter Perdomo is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2023, previously spending over a decade at Ascensus in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Timothy Daniell is a financial advisor with MassMutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and accumulating 31 years of industry experience. He has worked with MassMutual Life Insurance and MML Investors Services since 2001. Outside of financial advising, Daniell is involved in several entrepreneurial ventures, including ownership of a sports cards business and partnerships in an ice cream shop as well as real estate development projects. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, software-supported planning engagements and a range of programs including employer-sponsored and event-driven planning services.

Patrick Droke is a financial advisor at Edward Jones in Chattanooga, TN, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Cetera, Regions Bank, and TRM Insurance. Outside of his advisory role, he is involved in business development for a third-party logistics company and serves as a basketball referee for a local recreational league. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

John Smith is a ChFC® and holds a Series 66 license, with 22 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2012 and previously spent six years at MSI Financial Services, Inc. Smith is also the owner of Sand Oak Divorce Solutions LLC, a firm providing divorced planning services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of model-based and discretionary investment strategies.

Arthur Hall is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has also been affiliated with FTB Advisors, INC since 2016. Outside of his advisory work, Hall serves as a non-profit board member for The Salvation Army of Johnson City. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by investment adviser representatives who utilize various strategies and tools.

George Menham is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS Financial Services since 2005. 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 solutions to clients’ goals and risk tolerances.

Dean Draper is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and his own firm, Dean E. Draper. He is also an independent insurance agent and owner of Draper Wealth Management, which provides insurance and investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Pamela Rivers is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at LPL Financial since 2017 and previously spent two years with Kms Financial Services, Inc. She also served as a stay-at-home mom for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of strategies implemented by its network of investment adviser representatives.