Samantha Rotter is a financial advisor with Edward Jones in Ooltewah, TN, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Edward Jones since 2019, following previous roles including one at Navy Federal Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shane Unsworth is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he serves as president of the Chattanooga Hamilton Pointe chapter of Business Networking International and assists with major events for Life Care Centers of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Eilier Teruel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to understand their financial situations and unique goals, providing tailored financial strategies to help them pursue their aspirations. His approach integrates investment insights from Merrill as well as banking services from Bank of America to create comprehensive and personalized wealth management solutions. Teruel's expertise spans areas including education planning, family wealth management, retirement planning, portfolio management, and liquidity management. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Florida International University. In addition to his professional work, Teruel is actively involved in community organizations including the Boys & Girls Clubs of Chattanooga and the Kiwanis Youth Foundation. He volunteers with several community initiatives such as the Chattanooga Area Food Bank, Habitat for Humanity of Greater Chattanooga, and Wreaths Across America. Outside of his professional commitments, he enjoys activities like boating, cooking, dancing, fishing, golfing, hiking, racquetball, running, soccer, and tennis.

Roger Blaine is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he works as an independent contractor providing consulting and advisory services related to non-licensed matters through the Auspice Group. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, utilizing algorithmic automation alongside advisor input to generate personalized retirement income recommendations.

Lisa Humphres is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc., Pinnacle Financial Partners, First Horizon, and Midlab. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Douglas Marken is a financial advisor at Raymond James & Associates with 29 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Marken serves as a member of the finance and investment committee for Community Blood Holdings, a nonprofit organization. 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, pension plans, and charitable organizations, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Kelsey Ridge is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. She has worked with Pinnacle Bank, Pinnacle Asset Management, and The Frank Group since 2022, and previously spent six years at Ftb Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients, providing financial planning, investment consulting, and advisory services tailored to client goals through comprehensive risk profiling and analytical tools.

Thomas Caldwell III is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with OSAIC and has been with Royal Alliance & Associates for 13 years. Caldwell serves on the board of the Chattanooga Metropolitan YMCA and is involved with the Council for Alcohol & Drug Abuse Services (CADAS) and Foundation Homes. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisors. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to offer customized portfolio management and financial planning solutions.

James Sims Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Sims serves on the Board of Directors for the Hunter Worley Foundation and works as a model and actor on a contractual basis. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Crowder is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009 and has been with the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he performs music as an independent contractor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Steven Jones is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1993, accumulating 33 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Six Zero Pickleball, a company that offers pickleball equipment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Broome is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 66 designation and previously worked at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent focusing on various insurance products including dental, group disability income, life, and health coverage. MassMutual Investors Services, LLC is 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 programs using firm-approved analytical tools and collaborative client engagement.

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.

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.