Alexander Burroughs is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously at Wells Fargo Advisors from 2011 to 2018. Outside of his advisory role, Burroughs serves as a finance and investment committee member and deacon at Central Church of Christ, where he assists with budgeting and coordinates educational resources. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using risk profiling and modeling tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Steven Mcnally is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 63 designation and 24 years of industry experience. His career includes long-term roles at First Tennessee and First Tennessee Brokerage, as well as FTB Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Adam Seiler is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Seiler operates a personal training business, 1-On-1 Personal Training, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Marcus Alley is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and currently serves as Secretary of the Cleveland Masonic Lodge #134. Additionally, he works as an Emergency and Fire Management Consultant for the University of Tennessee County Technical Advisory Services. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, serving individual, corporate, charitable, and institutional clients.

William Evans is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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 66, 65, and 63 licenses and 28 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 2009 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

James Anderson is a financial advisor at LPL Financial in Chattanooga, TN, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked for FTB Advisors for 10 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and services supported by LPL Research and third-party subadvisors.

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 Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Equitable Advisors and Dillon George, where he assists financial operations and sales. His prior experience includes roles at Edward Jones and AXA Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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 Series 66-credentialed financial advisor with Equitable Advisors, based in Chattanooga, TN, and has 21 years of industry experience. He has been with Equitable Advisors since 2004, including its prior affiliation as Axa Advisors. Outside of his advisory role, he is involved in entrepreneurial activities such as owning and managing DG Technologies, which focuses on research and development, and holds a majority partnership in InShoeTizer LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model that combines advisory and brokerage/insurance channels.

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.

Julie Elsea is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Raymond James entities since 1998. Outside of her primary role, she is the owner of Round Table Advisors, a financial advising and wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supporting its clients through a large advisor network and affiliated advisory firms.

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 with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and previously worked at the Tennessee Valley Authority and Covenant College. Outside of finance, he was involved with the US Soccer Federation from 2017 to 2021. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Ronald Bailey is a financial advisor with LPL Financial in Hixson, TN, holding a Series 66 designation and with 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation for eight years. Outside of his advisory role, he works as a football referee for the Tennessee Secondary School Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.