Blake Womack is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and has prior experience in various roles across different industries, including healthcare and transportation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored recommendations, primarily for clients with Ameriprise-managed accounts.

James Sparks II is a financial advisor with Edward Jones in Ooltewah, TN, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously spent eight years at Browne Laboratories Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide. The firm offers various managed strategies, separately managed accounts, and affiliated investment products while operating under a fiduciary standard.

Stephanie Huff is a financial advisor with Cetera in Cleveland, TN. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Regions Bank, Agia, Valic Financial Advisors, Edward Jones, Harmony Family Center, and Omni Visions Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment program structures through a large network of independent advisors.

Derrick Anderson is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Edward Jones since 2004. Outside of his advisory role, he is involved in managing real estate holdings through an LLC in Hixson, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Sharin King is a financial advisor with Edward Jones in Cleveland, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, King worked in various roles including positions at Western Wyoming Community College and Liberty University. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paige Schober is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2018, she worked at Enrollment Resources Group/Willis of IL from 2015 to 2018. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income offering utilizes in-house research, third-party data, and algorithmic tools, with certain enrollment criteria and investment options influenced by affiliated product arrangements.

Jeffery Keasler is a financial advisor with Raymond James Financial in Chattanooga, TN, holding a Series 63 designation and having 36 years of industry experience. He is a partner at Burroughs Keasler Investment Partners, a support company he owns alongside his advisory roles at Raymond James and previously at Wells Fargo Advisors Financial Network. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual and high-net-worth clients, corporations, and institutional investors. The firm offers financial planning, investment consulting, and advisory services, employing analytical tools and non-discretionary planning tailored to client goals.

Stephen Mc Cutcheon is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, which emphasize the use of Ameriprise Managed Accounts and employ algorithmic automation overseen by a dedicated committee.

Adriane Bailey is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Cetera, Regions Bank, and Farmers Insurance Group. In addition to her advisory work, she is a licensed real estate agent with Keller Williams Realty. Primerica Advisors is a large firm serving primarily individual investors, including both non-HNW and high-net-worth clients, through a wrap-fee asset management program. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services supported by custodial and trade execution platforms.

Cari Weaver is a financial advisor with Edward Jones in Ringgold, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in dental offices and at Remington College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

John Crowley is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Cetera Wealth Services, Coastal Benefits Insurance Group, and TFS Securities. In addition to advising, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary authorities and access to both affiliated and unaffiliated money managers.

Thomas Thomas Jr. is a financial advisor with Raymond James Financial in Cleveland, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James Financial since 1996 and operates Thomas & Thomas Partners as an independent contractor and branch manager. Outside of advising, he is involved in private investment activities and property ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

David Walters is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Walters is also the owner of Walters and Associates, LLC, an investment-related business formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Blake Abel is a financial advisor with MassMutual Investors Services in Hixson, Tennessee. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Robert Morris University and operating a pizzeria for nine years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing detailed client data and firm-approved software to deliver goal-oriented recommendations.

James Coltrin is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Chattanooga, TN. His career includes roles at Pinnacle Bank and ownership of Keystone Financial PLLC, and he leads True North Advisors, PLLC, which supports the business operations of his independent advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Geovani Mejia is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2020, he served eight years with the League City Police Department. Mejia holds the Series 63 and Series 66 designations. 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 broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Joshua Schweiger is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bankerslife and Mississippi College. He holds the Series 66 designation. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Michael Cartwright is a CFP® with 40 years of experience in financial advising. He is currently an independent financial advisor with True North Advisors of Raymond James Financial and has previously worked with Lawson Winchester Wealth Management. He is based in Chattanooga, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning using risk profiling and analytical tools. The firm supports a large network of advisors and has capabilities in municipal finance, SIMPLE IRA employer advisory services, and strategic partnerships.

Steven Campbell is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he serves as a Sunday morning preacher at his church. Mass Mutual Investors Services operates as 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 seminars with a focus on collaborative, annual planning relationships.