Mariah Barrows is a financial advisor with LPL Financial based in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She has previously worked with First Horizon Bank and First Horizon Advisors, where she spent a total of over seven years. Barrows is also a notary connected to First Horizon Bank and Advisors. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Ronald Farrow is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Farrow is also involved in insurance-related activities, including offering various types of health and life insurance through his firm, Willow Tree Wealth Management, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing brokerage, investment advisory, and financial planning services. The firm uses advanced portfolio construction tools and offers access to multiple third-party money managers and managed-account solutions.

Kristie Stevenson is a Series 66 licensed financial advisor with LPL Financial, based in Chattanooga, TN, with four years of industry experience. She has been with LPL Financial since 2019 and concurrently works with Tennessee Valley Federal Credit Union since 2011. Stevenson operates a DBA for her LPL business under Tennessee Valley Investment Advisors. 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, employing multiple investment strategies and platforms supported by advanced operational tools.

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 with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Primerica Financial Services since 1998 and currently operates Walters and Associates, LLC. Her activities include sales of investment-related products and part-time referrals for home security and automation services affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.

Geoffrey Waite is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America, Merrill, Fisher Investments, and Edward Jones. Prior to his advisory career, he was associated with Charleston School of Law and worked at a law firm and a medical services company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

Alvin Partridge is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 1991. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, with a focus on Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

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.

Phillip Fabry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes a role with the Hamilton County Department of Education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and educational seminars.

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 with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Cox Wealth Management LLC and American Portfolios Financial Services, Inc. In addition to his advisory roles, he serves as a deacon and financial ministry committee director at Woodland Park Baptist Church and volunteers as a cross country team coach with the Chattanooga Southeast Tennessee Home Education Association. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

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.