Bethany Markel is a Series 66 licensed financial advisor with Edward Jones, based in Cleveland, TN, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education roles at Cleveland City Schools and Lee University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Curtis Duncan is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, Curtis owns a farm house rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Mitchell Crispin is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Waypoint Financial Partners and teaching positions at Transylvania University and McCallie School. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to deliver tailored investment solutions.

Kristie Stevenson is a Series 66 licensed financial advisor with LPL Financial, based in Chattanooga, TN, with four years of industry experience. She has been with LPL Financial since 2019 and concurrently works with Tennessee Valley Federal Credit Union since 2011. Stevenson operates a DBA for her LPL business under Tennessee Valley Investment Advisors. 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 and brokerage services, employing multiple investment strategies and platforms supported by advanced operational tools.

Lesley Livingston is a financial advisor at Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses with eight years of industry experience. She joined Edward Jones in 2019 after working at Polartec Tennessee Manufacturing and a brief period of unemployment. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Conrad is a Series 66-licensed financial advisor with Ameriprise, based in Ooltewah, Tennessee, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is a co-owner of DSPC Real Estate LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Moultrie is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Cetera since 2013 and also has ongoing affiliations with Regions Bank. Outside of his advisory work, he is the sole owner of Capstone America Group LLC, a business involved with rehab doublewide trailers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting a diverse client base through discretionary and non-discretionary investment programs.

Bryan Norman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Cambridge since 2016. In addition to his advisory role, he is an independent insurance agent and contracts for Medicare supplement sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals, utilizing a range of platforms and strategies tailored to client objectives.

Joshua Adams is a financial advisor at Cetera with the Series 66 designation and two years of industry experience. His prior work includes roles at Regions Bank, Covenant Logistics Group, and Shorter University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary account management with access to affiliated and third-party managers and oversees more than $256 billion in assets.

John Nething II is a financial advisor at Edward Jones in Ooltewah, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at ADT Security Services from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Jeffrey Hatton is a financial advisor with LPL Financial in Ooltewah, Tennessee, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at SunTrust Advisory Services, BB&T Investment Services, First Horizon Advisors, and Wells Fargo Clearing. Outside of his financial advisory work, he is also a licensed fishing guide. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, implementing strategies via advisory representatives with access to advanced research and technology tools.

William Roebuck is a financial advisor with Thrivent Investment Management in Cleveland, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thompson, Price, Scott, Adams & Co, PA, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, PLLC, and Mix 104.1 WCLE. Outside of his financial advisory work, he serves as a board member for Foundation House Ministries, a nonprofit aiding women in crisis pregnancies, and as vice president of BNI Southeast TN, focused on business networking and referrals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses and planning without discretionary trading authority.

Buddy Kimsey is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior work includes roles at Avantax Investment Services and 1ST Global Advisors, among others. He serves as a board member for the Hiwassee Utilities Commission, a quasi-governmental entity providing water services in Tennessee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services across discretionary and non-discretionary programs.

Corey Madding is a CFP®-designated financial advisor with Edward Jones, based in Ooltewah, TN. He has eight years of industry experience, including nine years at Edward Jones and prior work at AT&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Avery Chandley is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, Chandley worked at Wahby Financial Group and has held various roles at Covenant College and other organizations. Chandley also operated Chandley Communications, an entrepreneurial venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Robert Ludwig is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, Ludwig is involved in internet sales through an eBay partnership and owns a vintage toy booth at Dandelion's Mercantile Antique Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ramann Nallamala is a CFP® and Series 66-registered advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, he worked at SageSpring Wealth Partners and Deloitte and Touche, among other roles. He is also involved with SageSpring Wealth Partners LLC in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

David Parish is a Series 65 credentialed financial advisor with LPL Financial who has been in the industry since 2023. Prior to joining LPL, he worked at Pactolus Private Wealth Management and Arlington Investment Corp. He is based in Ooltewah, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gabriel Gamble is a Series 66–licensed financial advisor with Equitable Advisors, based in Cleveland, TN, where he has worked since 2002. He has 23 years of industry experience and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he serves as a notary public. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm employs a variety of advisory models and programs, including referrals to third-party asset managers, focusing on matching clients to appropriate investment solutions based on their risk tolerance and needs.

Jordan Pence is a financial advisor with LPL Financial in Cleveland, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill Lynch, and Golden 1 Credit Union. He was previously owner of Solid Ground Real Estate Solutions, LLC, a real estate wholesale acquisition and disposition business that he is in the process of dissolving. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios and third-party management, supported by proprietary research and advisor tools.