Jeffrey Scotchie is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008, currently serving clients from Chattanooga, TN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources.

Ronald Markel is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked in various educational roles at Cleveland City Schools, Connections Education, Vicksburg Community Schools, and Bangor Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 advisors.

Michael Schleger is a financial advisor with Morgan Stanley in Chattanooga, TN, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Raymond James Financial Services, and Lawson Winchester Wealth Management. He serves as a board member of the Mountain Education Foundation, a nonprofit focused on education and fundraising. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and investment modeling techniques.

Bradley Perkins is a CFP® professional with six years of industry experience currently with Raymond James & Associates. Prior to joining Raymond James in 2020, he worked at Liberty Mutual and spent twelve years at Regions Bank. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Paul Hickman is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the United Way of Bradley Fund Distribution Committee, reviewing funding allocations for United Way agencies. 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 programs, investment options, and fiduciary services through a nationwide network of more than 23,700 financial advisors.

Alfred Charles Schwab IV is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Goldman Sachs & Co. LLC and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment strategies.

Scott McDonald is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining UBS in 2009. Outside of his advisory role, he co-owns and manages a rental property with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk profiles.

Byron Boyd is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 65 licenses and 23 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Equitable Advisors and OneAmerica Securities, and he founded Boyd Investments. Outside of advisory work, he is involved with Dowis & Boyd CPAs, PC, focusing on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mary King is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market modeling techniques.

Charley Poore III is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm combines a large network of financial advisors and branch offices with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Katy Cottle is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Chattanooga, TN. She previously worked for FTB Advisors, Inc. for 19 years before joining Raymond James and FirstBank in 2022. Outside of advisory activities, she is an associate and sales assistant at FirstBank Investment Partners. 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 non-discretionary, tailored planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Vicki Cherry is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2015. Her previous roles include positions at International Advisory Consultants Inc., UBS Financial Services, and Merrill. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Earl Muse is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 designation and 14 years of industry experience. His prior work includes five years at Metlife Securities and a decade at MassMutual Life Insurance Co. Outside of advising, he is involved in organizing a yearly convention focused on writing, comic collecting, and related activities, where he helps run discussion panels and coordinates guests and vendors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring advisory relationships as annual, collaborative engagements using firm-approved tools to analyze client goals and deliver recommendations.

Bradley Hudson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for five years at Easy Auto. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Jeffrey Reed is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 34 years of industry experience. His career includes positions at Ameriprise since 2010, as well as prior roles at Charles Schwab and other advisory firms. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm utilizes a centralized team to produce customized Recommendation Reports and provides ongoing, non-discretionary retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gina Liberto is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 66 designations and five years of industry experience. Her prior roles include positions at J Raschke, George Financial, Equitable Advisors, LLC, and UNIFY Financial Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans and portfolio management.

Christopher Robinson is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously served 13 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kevin King is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. King served as a trustee for the Haggai Institute, a nonprofit focused on leadership training, from 2017 to 2020 and currently serves on the board of directors for the Riverfront Lodge HOA in Avon, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services that include portfolio management, financial planning, and access to proprietary research and capital markets solutions.

Ashley Raymond is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial, Raymond worked at Morgan Stanley Private Bank and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aaron Mishoe is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual Investment Services and 83rd Street Wealth Management. Outside of his advisory role, he operates a small I.T. support business providing after-hours services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.