Jeffrey Hatton is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services before joining LPL Financial in 2017. In addition to his advisory role, Hatton works as a licensed fishing guide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

William Roebuck is a financial advisor with Thrivent Investment Management in Cleveland, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thompson, Price, Scott, Adams & Co, PA, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, PLLC, and Mix 104.1 WCLE. Outside of his financial advisory work, he serves as a board member for Foundation House Ministries, a nonprofit aiding women in crisis pregnancies, and as vice president of BNI Southeast TN, focused on business networking and referrals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses and planning without discretionary trading authority.

Alan Darmody is a financial advisor with Primerica Advisors in Ooltewah, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with Cohutta Springs Conference Center. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.

Wayne Stickney is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. His background includes roles in education at multiple schools and ongoing work with PFS Investments Inc. Outside his advisory work, he is involved in selling loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven investment strategies and third-party portfolio management.

Michael Burroughs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and previously spent nine years with Wells Fargo Advisors Financial. Burroughs is also the owner of Burrroughs Keasler Investment Partners, where he serves as Branch Manager. 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 uses advanced analytical tools, supporting implementation primarily through its advisory programs and other providers.

Bradley Burcham is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Mass Mutual Investors Services since 2005. Outside of his advisory role, Burcham is involved in several entrepreneurial ventures, including ownership of a sports card business and roles in various real estate and wholesale container sales companies. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Jody Riggs is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise since 2005. She has been a partner and executive-level decision maker at Mainstay Service Group, LLC, which provides administrative support for her advisory practice. She is also a co-owner of RBF Partners, LLC, managing her Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Corey Madding is a CFP®-designated financial advisor with Edward Jones, based in Ooltewah, TN. He has eight years of industry experience, including nine years at Edward Jones and prior work at AT&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Avery Chandley is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, Chandley worked at Wahby Financial Group and has held various roles at Covenant College and other organizations. Chandley also operated Chandley Communications, an entrepreneurial venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Luane Culpepper is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Her prior experience includes roles at LPL Financial and Davis Financial Advisors. Outside of her advisory work, she is a part-owner of Applegate Partners and serves on the board of directors for Praying Friends, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joy Clemons is a financial advisor with Ameriprise, holding a Series 63 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice, primarily for clients with assets managed within Ameriprise.

Eugene Blair Jr. is a CFP® professional with 45 years of industry experience, currently affiliated with LPL Financial in Chattanooga, TN. He has worked at LPL Financial since 1990 and previously spent nine years at Appliance Credit Union. Outside of his advisory role, he is involved in tax preparation and bookkeeping as well as fixed insurance health and life services through a business named Informed Investments. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting. The firm combines discretionary and non-discretionary management with research-supported model portfolios and technology-driven investment strategies.

Evan Russell is a Series 66 licensed financial advisor with Raymond James Financial in Chattanooga, TN, and has three years of industry experience. He also serves as an associate at Round Table Advisors, a support company affiliated with Raymond James. Prior to this, he held roles with the L.A. Angels and worked in education at the University of Tennessee and Scotts Hill High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized services in municipal advisory and SIMPLE IRA employer consulting.

Damon Riggs is a Series 66-licensed financial advisor with Ameriprise in Chattanooga, TN, bringing 15 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of his advisory role, he manages Mainstay Service Group, LLC, which provides administrative services supporting a related financial practice. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to support its advisory process.

Robert Ludwig is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Edward Jones since 2005. Outside of his advisory role, Ludwig is involved in internet sales through an eBay partnership and owns a vintage toy booth at Dandelion's Mercantile Antique Store. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ramann Nallamala is a CFP® and Series 66-registered advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, he worked at SageSpring Wealth Partners and Deloitte and Touche, among other roles. He is also involved with SageSpring Wealth Partners LLC in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines tailored, non-discretionary planning with advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

David Byrum is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2010, accumulating 15 years of industry experience. He is based in Hixson, Tennessee. Outside of his advisory role, he manages a commercial rental property in Humboldt, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Laura Knight is a CFP® professional with 19 years of industry experience. She has worked at Morgan Stanley for 15 years before joining Edward Jones, where she has been since 2026. Outside of her financial advisory work, she is involved in reselling used clothing as an independent contractor on Poshmark. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nathan Bowman is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities Corporation. Outside of advisory services, he is licensed to sell life and disability insurance products, including annuities and long-term care insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to construct and manage portfolios with multiple asset classes.

Jonathon Ransom is a CFP®-designated financial advisor with 24 years of industry experience, currently with LPL Financial since 2025. He previously worked at First Tennessee and First Tennessee Brokerage Inc from 1999 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, research, and technology-driven tools.