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 Series 66-licensed financial advisor with two years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Wahby Financial Group and Covenant College. He also founded Chandley Communications, a business outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing system while maintaining separate services.

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®-designated financial advisor with LPL Financial, based in Chattanooga, TN, and has 45 years of industry experience. He has been with LPL Financial since 1990 and previously worked at Appliance Credit Union for nine years. Outside of his advisory role, he is involved in fixed insurance and tax preparation through Informed Investments. 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 financial planning and investment services, utilizing both proprietary and third-party strategies across various asset classes.

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 Series 66-registered financial advisor with OSAIC, based in Chattanooga, TN, and has two years of industry experience. Prior to joining OSAIC in 2025, he was with Lincoln Financial Securities Corporation for one year. Outside of his advisory role, Bowman is also licensed to sell life insurance and annuity products, including disability, long-term care, and traditional life insurance policies. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm offers a variety of brokerage and advisory services utilizing a multi-advisor platform and employs a model-based investment process focused on asset allocation and portfolio optimization.

Jonathon Ransom is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at LPL Financial since 2025. He previously worked at First Tennessee and First Tennessee Brokerage Inc from 1999 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Erica Archer is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, she worked at First Baptist Cleveland and the Cincinnati Symphony Orchestra. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Giovanni Attardo is a financial advisor with Edward Jones in Chattanooga, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Verizon Wireless for eleven years. Outside of advising, he co-owns a hair salon with his wife and serves as an elder at Life Gate Church, where he assists with daily operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Daniela Mabry is a Financial Advisor at Merrill Lynch Wealth Management. She works collaboratively with clients to provide guidance on various financial matters including retirement planning, estate organization, and managing new wealth. Daniela focuses on tailoring strategies to align with clients' individual goals, risk preferences, and financial situations. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. Daniela holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniela earned her high school diploma from Highland High School and an associate's degree from South Suburban College. She is bilingual in English and Spanish. Outside of her professional role, Daniela spends time volunteering by teaching crochet lessons at senior homes and community centers, and she is involved in animal rescue initiatives. Her personal interests include boating, fishing, gardening, knitting and crocheting, music, painting, reading, spending time with family, traveling, and watching movies.

Gabriel Gamble is a Series 66–licensed financial advisor with Equitable Advisors, based in Cleveland, TN, where he has worked since 2002. He has 23 years of industry experience and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he serves as a notary public. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm employs a variety of advisory models and programs, including referrals to third-party asset managers, focusing on matching clients to appropriate investment solutions based on their risk tolerance and needs.

Jordan Pence is a financial advisor with LPL Financial in Cleveland, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill Lynch, and Golden 1 Credit Union. He was previously owner of Solid Ground Real Estate Solutions, LLC, a real estate wholesale acquisition and disposition business that he is in the process of dissolving. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios and third-party management, supported by proprietary research and advisor tools.