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.

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.

Kelly Jelenchick 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. Prior to joining Raymond James & Associates, she worked at several firms including Uhler Vertich White Advisors, Wells Fargo Funds Distributor, and Scott White Advisors. 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, charitable organizations, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at National Planning Corporation and operating his own CPA practice since 1997. He serves on the Tennessee Republican Party State Executive Committee as a board member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Donina Jr. 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 since 2009. Outside of his advisory role, he is a partner in a passive investment partnership and is involved in property refurbishment activities. 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 integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk tolerances.

Laurel Heiligstedt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for nine years before joining Raymond James in 2021. Raymond James & Associates, Inc. is a large 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Hilliard is a financial advisor with Ameriprise in Cleveland, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he serves on the Board of Directors for Unteal and works as an independent contractor consultant for the Auspice Group, providing non-licensed consulting and advisory services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with automated analysis to generate tailored retirement-income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Bennett Taylor is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Taylor Capital Management and George Wealth Management. Outside of advising, he serves as a credit analyst at Millennium Bank, where he underwrites customers primarily for the bank’s small business and consumer portfolios. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services, employing multiple program structures and custodial relationships, with assets under management exceeding $256 billion.

Lindajane Cofield is a Series 66-licensed financial advisor with UBS Financial Services in Chattanooga, TN, where she has worked since 2021. She has three years of industry experience, including prior roles at the University of Tennessee at Chattanooga and Unum. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Steven Melton is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years. 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 both brokerage and advisory solutions.

William Hardin is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2013 to 2020. Hardin serves as a finance committee member for the Siskin Children's Institute, a nonprofit supporting children with special needs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Douglas Morningstar is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2022 and has prior work experience in various roles including positions at Pensacola Christian College and in the food service industry. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides detailed written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

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 designation and 14 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Raymond James Financial Services Advisors Inc., and Lawson Winchester Wealth Management. He serves as a board member of the Mountain Education Foundation, a nonprofit organization in Signal Mountain, Tennessee. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools to develop tailored financial plans.

Bradley Perkins is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2020. He has five years of industry experience and previously held positions at Liberty Mutual and 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 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 a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to proprietary research, capital markets services, and diversified investment products.