Joseph Donnovin Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining Benjamin F. Edwards in 2011, he worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary and third-party strategies.

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.

Charles Beech Jr. is a financial advisor at SPC with 24 years of industry experience. He holds the Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006, following a year at Morgan Stanley DW Inc. His primary location is Chattanooga, TN. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Amber Gardner is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services and SunTrust Bank. Gardner serves as an executive board member of Signal Centers, a nonprofit focused on literacy, special needs, and early childhood education in Chattanooga, TN. 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 offers asset allocation and investment policy analysis, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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 Carson Wealth with five years of industry experience. She holds a Series 66 designation and has worked at firms including Family Wealth Management Group, WCG Wealth Advisors, and LPL Financial. Outside of her advisory work, she serves as the non-employee treasurer and finance committee member for the Unitarian Universalist Church of Chattanooga. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, utilizing both fundamental and technical inputs to construct and monitor model portfolios.

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 Brannon III is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2009 and has prior experience at firms including Ameriprise and Mass Mutual Investors Services. 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 both proprietary and third-party strategies supported by advanced operational 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.

Stanley Russell is a CFP® with over 30 years of experience in the financial industry. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a large national network of financial advisors and branch offices.

Brandon Graves 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, following a 17-year career at State Farm Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Stacy Seeger is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Chattanooga, TN, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has worked with Raymond James and Pinnacle Financial Partners over her career. Outside of advisory roles, she has owned a Medicare insurance business and serves as Vice President at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to align recommendations with client goals while supporting various advisory programs and institutional consulting.

William Beard is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, Consumer Direct Services, and SunTrust Bank. Outside of his advisory role, Beard is involved with Consumer Direct Care, assisting individuals with physical, mental, learning, and emotional disabilities in his community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

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 in Chattanooga, TN, holding a Series 66 designation with 15 years of industry experience. She worked at UBS Financial Services for 13 years before joining OSAIC in 2024. Outside of her advisory role, she is associated with Scenic City Wealth, LLC, which involves sales and marketing of securities and investment advisory services. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various multi-advisor programs and third-party money manager options.

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.

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.

John Morrison is a CFP® with six years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with National Life Group in a non-variable insurance capacity. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach using portfolios developed by in-house research, third-party strategists, and TAMP sponsors, and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.