Christopher Ford is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SUNTRUST INVESTMENT SERVICES, Inc. since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lemana Fermic is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., bringing two years of industry experience. Prior to joining Bankers Life Advisory Services, she held roles at Bankers Life Securities, Bankers Life & Casualty, and Primerica, with earlier work experience in the hospitality sector. She is also appointed as an insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves primarily mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analyses to create tailored asset allocations and manages portfolios across a broad range of securities with periodic reviews and rebalancing.

Joseph Donnovin Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Chattanooga, TN. He holds a Series 63 designation and has 44 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2011. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies ranging from model-based to customized portfolios, combining mutual funds, ETFs, and separately managed accounts, with ongoing due diligence and rebalancing conducted by the firm and third-party managers.

Travis Poole is a CFP® professional with 18 years of industry experience, currently affiliated with Principal Financial Services. He previously worked at Northwestern Mutual for 15 years before joining Principal Securities Inc., Principal Life Insurance Company, and operating Poole Wealth Management since 2021. Outside of his advisory role, he owns an RV rental business and manages a seasonal vendor space and food sales operation during the world’s longest yard sale. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Shawn Schwarz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019 and also has a concurrent affiliation with the University of Tennessee Chattanooga since the same year. Prior to joining Truist, he worked at SunTrust and held roles at the Bank of Nova Scotia and ABC Christian Book Store. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management and integrates multiple inter-affiliate resources to support its AMC Advantage manager-selection program.

Brianne Brucker Derveloy is a financial advisor at CWM, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Family Wealth Management Group and WCG Wealth Advisors. Outside of her advisory role, she serves as the non-employee treasurer for the Unitarian Universalist Church of Chattanooga, participating in finance committee and board of trustees activities. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing discretionary accounts using model portfolios and a combination of fundamental and technical analysis.

Jeffrey Roberts is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Bank since 2008. Based in Chattanooga, TN, he is part of a large enterprise advisory firm with a broad range of capabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Belew III is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to his career in finance, he held positions at Western Union, DISH Network, and Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning programs and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and comprehensive investment and estate strategies.

Stacy Seeger is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Raymond James since 2016. Outside of advisory work, Seeger previously owned a Medicare insurance business and serves as Vice President at Pinnacle Asset Management, focusing on relationship building and prospecting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Jacob Brigham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Patricia Yell is a financial advisor with UBS Financial Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she has served on the Sequatchie County School Board, participating in school governance and decision-making. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Anne Topping is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Anne is involved in the sales and marketing of securities through her role at Scenic City Wealth, LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm provides various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Richard Park Jr. is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of the Appalachian Carbon Exchange, which develops carbon projects supporting water quality and biodiversity, and is president of the Long Branch Home Owners Association. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services, underwriting, and securities-backed lending.

Mark Brown is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill Lynch, Pierce, Fenner & Smith and Bank of America, N.A. since 2007 and 2011, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Larry Weddle is a financial advisor at Stifel in Chattanooga, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nathaniel Powers is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated entities since 2017. Prior to that, he was employed at Bank of America and Merrill Lynch Pierce Fenner & Smith. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a 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 program options.

John Morrison is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Enterprise. His background includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as a broker with National Life Group, focusing on non-variable insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels. The firm integrates adviser programs with financial product sales, including insurance, and utilizes third-party portfolio strategists and discretionary management options.

William Close is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He has been involved in the start-up of CapitalMark Bank and is the managing member of Close Family Car Collection, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and municipal advisory capabilities.

Jefferson Cronan is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2024, he worked at Service Electric Company for three years and EPB for five years. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.