Curtis Duncan is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, Curtis owns a farm house rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Christopher Oliver is a financial advisor at Edward Jones in Chickamauga, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for the WinShape Foundation for nearly a decade. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients across the United States. The firm offers a range of advisory programs and investment solutions, supported by one of the largest networks of financial advisors and branch offices in the industry.

Charles Cordle Jr. is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previous experience at American Portfolios Financial Services, Inc. and Cox Wealth Management, LLC. Outside of his advisory work, he plays guitar and manages sound and audio for his church worship group. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessment, and a variety of investment vehicles to construct portfolios tailored to client needs.

Theodore Boerger is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual Life Insurance Company since 2017 and with MML Investors Services since 1987. In addition to his advisory role, he is also licensed as a life and health insurance agent. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Guadalupe Mendoza is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at various organizations, including multiple roles within Thrivent Financial. In addition to her advisory role, she engages in reselling gently used clothing through online marketplaces. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses without offering portfolio management for institutional clients. The firm’s approach includes comprehensive planning in areas such as retirement, tax, estate, and special needs, delivered through a network of financial advisors.

Heather Edmondson is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, she worked at Keller Williams Commercial for two years. Heather is also the Education Coordinator for the Nooga Exchange BNI group in Hixson, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Crispin is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior experience at Waypoint Financial Partners. Crispin also worked in educational roles at Transylvania University and McCallie School. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering 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 third-party asset managers to deliver a range of advisory and brokerage solutions.

Mariah Barrows is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at First Horizon Bank and First Horizon Advisors beginning in 2015. Barrows has also been involved with Brandon Farrow Insurance Agency, Inc. Outside of her advisory work, she serves as a notary. 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 advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and technologies such as machine learning.

Ronald Farrow is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Outside of advising, he is an insurance agent offering a range of health and life insurance products and owns Willow Tree Wealth Management, LLC, which supports his business operations and offers additional insurance services. OSAIC serves a diverse client base including individual and institutional investors, providing integrated brokerage, advisory, and financial planning services through a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio construction tools and offers access to third-party money managers and managed-account solutions.

Kristie Stevenson is a Series 66-credentialed financial advisor with LPL Financial in Chattanooga, TN, with seven years at LPL and four years of industry experience. She has also been affiliated with Tennessee Valley Federal Credit Union since 2011. Kristie operates a DBA related to her LPL business through Tennessee Valley Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Walters and Associates, LLC, PFS Investments Inc, and Primerica Financial Services. In addition to advisory work, she is involved in sales of loan products and home security referrals through Primerica Mortgage and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

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 at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Edward Jones, Bank of America, and Merrill. His background also includes roles outside of finance at JCS Medical, LLC and the Wiles Law Firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Robert Cabe II is a Certified Financial Planner® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He participates on the finance committee of the Home Builders of Greater Chattanooga and serves on the board of the Soddy Daisy Trojan Fund. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients through a range of advisory programs and affiliated investment options.

Anthony D'andrea Jr. is a CFP®-designated financial advisor with Raymond James Financial, bringing 26 years of industry experience. He has worked with various entities within the Raymond James organization since 2000. Outside of his advisory role, he serves on the finance and investment committee of Grace & Peace Presbyterian Church and is the chair of the board for the National Center For Youth Issues. 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 consulting using analytical tools and supports its clients through a broad advisor network and specialized programs.