Mitchell Jobe is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Raymond James Financial Services. He has served in a fiduciary capacity for a family entity since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Frank Powell is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OSAIC for 35 years. Outside of advisory work, he is a business owner of Extreme Concrete Pumping LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Guccia is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC, The Prudential Insurance Company of America, Wells Fargo Clearing, Citizens & Northern Bank, N B T Bank, N.A., and LPL Financial, LLC. Outside of his advisory role, he is the sole owner of a real estate rental and development business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports a large network of over 10,000 advisors managing more than $256 billion in assets.

Matthew Lawson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Raymond James Financial Services, and Merrill. Outside of his work with LPL, he operates Lawson Winchester Wealth Management and has involvement with the Bethlehem Center. 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, including financial planning, model portfolio programs, and institutional platforms, with investment management provided through customizable strategies and third-party subadvisors.

Laurie Powell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She worked at Royal Alliance Associates, Inc. for 30 years before joining LPL Financial in 2024. Outside of advisory services, she is involved in farming through a family business entity that leases land for agricultural purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and customized strategies supported by advanced operational tools.

Jody Wright is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.

Gretchen Wynn is a Series 66 licensed financial advisor with Edward Jones in Chattanooga, TN, where she has worked since 2018. Prior to joining Edward Jones, she spent seven years at Southern Surgical Arts. Edward Jones serves more than four million individual and institutional clients, offering a broad range of wealth management services through a large network of advisors and branch offices nationwide.

Patrick Droke is a financial advisor at Edward Jones in Chattanooga, TN, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Cetera, Regions Bank, and TRM Insurance. Outside of his advisory role, he is involved in business development for a third-party logistics company and serves as a basketball referee for a local recreational league. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Pamela Rivers is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at LPL Financial since 2017 and previously spent two years with Kms Financial Services, Inc. She also served as a stay-at-home mom for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of strategies implemented by its network of investment adviser representatives.

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.

Joshua Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones, he worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he serves as a Mentor Coordinator for the BNI I Gotta Guy Chapter in Southeast Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products supported by a large nationwide network of advisors and branch offices.

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 with Mass Mutual Investors Services who holds the Series 66 designation and has 15 years of industry experience. His prior work includes roles at Metlife Securities, New England Securities, and Equitable Advisors. He is also an independent insurance agent specializing in dental, group disability income, life, health, and Medicare-related insurance products. 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 seminars, with a focus on collaborative, goal-based planning using firm-approved analysis 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.

Lee Prichard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 license and is based in Soddy Daisy, Tennessee. Outside of his advisory role, Prichard is involved in managing rental property in Cleveland, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

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.

David Queen is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 13 years at National Planning Corporation and over two decades operating his own CPA practice. He serves as a board member of the Tennessee Republican Party State Executive Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and emphasizes both scale and diversity in its advisory and financial service offerings.

Kaid Koester is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. His prior roles include positions at Stifel Financial Corp, Capes Sokol Goodman & Sarachan PC, Brown Smith Wallace, Kaufhold and Associates PC, and a faculty role at St Louis University School of Law. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.