Kristie Stevenson is a Series 66-credentialed financial advisor with LPL Financial in Chattanooga, TN, with seven years at LPL and four years of industry experience. She has also been affiliated with Tennessee Valley Federal Credit Union since 2011. Kristie operates a DBA related to her LPL business through Tennessee Valley Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Mindi Walters is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Walters and Associates, LLC, PFS Investments Inc, and Primerica Financial Services. In addition to advisory work, she is involved in sales of loan products and home security referrals through Primerica Mortgage and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

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.

Zachary Gilbert is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation, Bank of Tennessee, SmartBank, and Volkswagen. In addition to his advisory role, he is also active as an insurance agent offering various insurance products including accident, health, and life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms. The firm utilizes a range of asset-allocation tools and third-party services to manage portfolios across discretionary and non-discretionary accounts.

Matthew Townley is a financial advisor with Thrivent Investment Management in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Townley serves in various leadership positions at First Lutheran Church in Chattanooga and is involved with the Transformation Project, a prison ministry focused on supporting addiction-related offenders. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning and allows clients to combine planning with managed-account programs, maintaining distinct services without discretionary trading authority over client accounts.

William Collier is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 license and over 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and with MassMutual Life Insurance Company since 2012, also working as an individual life insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering event-driven planning programs.

Robert Cabe II is a Certified Financial Planner® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He participates on the finance committee of the Home Builders of Greater Chattanooga and serves on the board of the Soddy Daisy Trojan Fund. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients through a range of advisory programs and affiliated investment options.

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.

Anthony D'andrea Jr. is a CFP®-designated financial advisor with Raymond James Financial, bringing 26 years of industry experience. He has worked with various entities within the Raymond James organization since 2000. Outside of his advisory role, he serves on the finance and investment committee of Grace & Peace Presbyterian Church and is the chair of the board for the National Center For Youth Issues. 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 tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad advisor network and specialized programs.

Samuel Montgomery is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he serves on the leadership team of the Young Givers Circle, a group of young professionals who pool funds to support local non-profit charities through quarterly grants. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeremy Cline is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he spent 19 years at Verizon. His credentials include the Series 66 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Wealthy Long is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Lisa Listecki is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 designations and six years of industry experience. She has worked with various affiliates of Raymond James since 2013. Outside of advisory work, she serves as an Operations Manager at Round Table Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ethan Baggett is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in roles outside of finance, including positions at Parlor Doughnuts and Covenant College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily serving those with Ameriprise-managed accounts.

Nathan Strait is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has worked at Cox Wealth Management LLC and Cox Financial Centers, Inc. since 2013. Outside of his advisory role, he serves as a deacon and financial ministry committee director at Woodland Park Baptist Church and volunteers as a coach for the Chattanooga Southeast Tennessee Home Education Association’s cross-country team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

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.

Dustin Morgan is a financial advisor with Ameriprise in Ooltewah, Tennessee, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliates since 2004. Outside of his advisory role, Morgan serves as president of the London Center Owners Association II and is involved in several business ventures, including practice management services and commercial real estate investment. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.