Amber Dietz is a financial advisor with Raymond James & Associates holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. before joining Raymond James. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.

Kenneth Harpe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and over 39 years of industry experience. He has been with MML Investors Services, Inc. since 1985. Outside of his advisory work, Harpe is also a writer of poetry, fiction, and reviews, dedicating a regular weekly schedule to this activity. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved tools.

Jeffrey King is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is also licensed as a non-variable insurance agent. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Taylor Storad is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 registrations and three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank and has experience in behavioral health and nonprofit sectors. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.

Lee Prichard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 license and is based in Soddy Daisy, Tennessee. Outside of his advisory role, Prichard is involved in managing rental property in Cleveland, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Leandro Christiano Silva is a Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2014 and focuses on assisting clients by simplifying complex financial concepts and tailoring customized planning to help them achieve their financial goals. Leandro works closely with clients to define their goals and develop portfolio strategies designed to help them reach those objectives, providing ongoing advice as clients' situations evolve. Leandro's areas of expertise include College Education Planning, Executive Compensation, Equity Compensation Services, Personal Retirement Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, Sports & Entertainment, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his Bachelor's and Master's degrees from Middle Tennessee State University. Originally from Rio de Janeiro, Brazil, Leandro has lived in the Middle Tennessee area since 2006. Outside of his professional work, he enjoys swimming, biking, running, and spending time with his wife and their two energetic boys.

Kathryn Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She leads a team of specialists dedicated to providing goals-based wealth management services tailored to affluent families, accomplished professionals, and successful business owners. Kathryn focuses on building enduring client relationships through customized guidance, exceptional service, and a disciplined, strategic approach to investing. Before joining Merrill Lynch Wealth Management, Kathryn had a 20-year career in asset management and entrepreneurship, bringing extensive experience and expertise to her role. She holds several professional designations, including Accredited Domestic Partnership Advisor (ADPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). She earned a Bachelor’s degree in Business Administration from Mercer University and a Master's degree from the University of Tennessee System. Kathryn actively participates in her community, dedicating time to organizations such as the Chattanooga Tennis Foundation and St. Paul's Episcopal Church. She is also involved with the Junior League of Chattanooga and Business Network International. Outside of her professional work, she enjoys tennis, traveling, spending time with her family, and other personal interests including antiquing, fishing, gardening, golfing, hiking, music, and reading.

Edward Hostetler is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his financial advisory role, Hostetler coaches the crew team at The McCallie School and serves on the boards of the Boys and Girls Club of Chattanooga, the Chattanooga Chamber of Commerce, and the Leadership Chattanooga Alumni Association. He is also the owner of TN Floating Dock Systems, a distributor of floating docks and jet ski lifts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jackie Petersen is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Thrivent Investment Management and has worked there since 2020. Prior to joining Thrivent, she was with Edward Jones from 2018 to 2020 and has a background that includes over a decade at Shoe Carnival. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under separate service arrangements.

David Keith is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Outside of his advisory role, he performs as a musician with the Creative Arts Guild community orchestra twice per year. 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 and investment options, supported by a large national network of financial advisors and branch offices.

Emily Cook is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previous experience at Pinnacle Financial Partners and 21st Mortgage Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ralph Drayer is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Drayer serves as a trustee and co-trustee for a trust in Hilton Head, South Carolina. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm’s financial planning includes tailored strategies supported by firm-approved tools and research, and it manages approximately $2.74 trillion in client assets.

Wayne Starr is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to advisory services, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm supports its approximately 3,700 advisors nationwide with custody and trade execution services, focusing on individual investors rather than institutional clients.

Tena Kellis is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James for 21 years and simultaneously owns and manages a plumbing service business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Justin Lacy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has over 25 years of prior experience at Valvoline Retail Services and began his financial services career in 2025. Outside of advising, he owns and operates a short-term rental property business, managing all aspects including guest relations and maintenance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs and educational seminars.

James Phillips is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Crawford is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Erica Easterly is a financial advisor at Merrill with Series 63 and Series 66 designations and 29 years of industry experience. She has been with Merrill Lynch since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Werner Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients retaining discretion over implementation.

Walter Stamper III is a financial advisor with Raymond James & Associates in Chattanooga, TN, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His career includes long-term roles at Merrill and Bank of America, in addition to his current position at 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 a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.