William Evans is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at AXA Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

Janet Schroer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap fee structure with ongoing oversight of its investment models.

Caralyn Balthrop is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 2009 and joined LPL Financial in 2025. 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, third-party asset management, and institutional platforms.

James Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked for FTB Advisors for 10 years prior to joining LPL Financial in 2025. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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.

Terran Kidner is a financial advisor with Equitable Advisors in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Dillon George. He is also involved as a registered sales assistant at Dillon George, supporting financial operations and sales. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Beth Lofgren is a CFP® and holds a Series 66 license with eight years of experience in the financial industry. She has worked at Edward Jones since 2017 and previously spent ten years at HCA (Parkridge Medical Center). 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Hipp is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been affiliated with PFS Investments, Inc. and Primerica Financial Services for over a decade. Outside of his advisory work, he is involved with Good Shepherd Lutheran Church and First Lutheran Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-based and discretionary investment strategies with custodial and trade execution support from BNY Mellon Advisors and Pershing.

Alexander Moore is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise in Chattanooga, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Moore manages an advisory business through Enterprise Practice Services LLC, performing administrative duties related to investment activities. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients nearing or in retirement with substantial investable assets. The firm utilizes a centralized retirement-income consulting team and combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to client needs.

Collin Daniell is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 designation and five years of industry experience. His work history includes roles at MML Investors Services and BD Planning Partners/Mass Mutual, as well as prior experience at Big Fish Sports, Lee University, and Capital Financial Group/Mass Mutual. Mass Mutual Investors Services, LLC 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, structuring engagements as collaborative, annual relationships that focus on goal analysis and written recommendations.

Dillon George is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004. Outside of his advisory role, he is involved in entrepreneurial activities including ownership of DG Technologies and Shoetizer LLC, where he engages in research and development. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party sponsored programs and discretionary management, and offers a variety of investment options such as mutual funds, ETFs, and select alternative investments.

Paras Sharma is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was employed at Haegemon Group International and World Financial Group, and also had an 11-year tenure at Nestle Waters. 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 under management and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Aaron Shepard is a financial advisor with Cambridge Investment Research Advisors in Ringgold, GA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work history includes roles at Dempsey Lord Smith, LLC, FEDEX Ground, and Erianger Health Systems. Shepard is also an agent with AMG Insurance and Financial Company, engaging in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, trusts, and estates—providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party models, across multiple custody platforms with discretionary and non-discretionary options.

Weston Marshall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the Tennessee Valley Authority and Covenant College. Outside of finance, he has experience with Woodside Farm Creamery and involvement with the US Soccer Federation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and emphasizes both proprietary and third-party strategies with various custody arrangements.

Ronald Bailey is a financial advisor with LPL Financial in Hixson, TN, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at National Planning Corporation, Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he serves as a football referee for the Tennessee Secondary School Athletic Association. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

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.

Christopher Oliver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for the WinShape Foundation for nine years. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Charles Cordle Jr. is a financial advisor at Osaic with 18 years of industry experience and holds a Series 66 designation. His career includes roles at American Portfolios Financial Services, Inc. and Cox Wealth Management, LLC. Outside of his advisory work, he plays guitar and manages sound and audio for his church worship group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and various managed account solutions. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Theodore Boerger is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual Life Insurance Company since 2017 and with MML Investors Services since 1987. In addition to his advisory role, he is also licensed as a life and health insurance agent. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Heather Edmondson is a CFP® professional and Series 66 license holder with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as the Education Coordinator for the Nooga Exchange BNI group in Hixson, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is distinguished by its extensive advisor and branch network, affiliated investment capabilities, and fiduciary standard of care.