Charles Cordle Jr. is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with OSAIC and has prior experience at American Portfolios Financial Services, Inc., Cox Wealth Management, LLC, and Cox Financial Centers. Outside of his advisory role, he plays guitar and manages sound and audio for his church worship group. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and consolidation activity.

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.

Heather Edmondson is a CFP® professional and Series 66 license holder with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as 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 with a range of advisory programs and investment strategies. The firm is distinguished by its extensive advisor and branch network, affiliated investment capabilities, and fiduciary standard of care.

Mitchell Crispin is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Waypoint Financial Partners and teaching positions at Transylvania University and McCallie School. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to deliver tailored investment solutions.

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 worked previously at Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Farrow also owns Willow Tree Wealth Management, LLC, which offers disability, long-term care, and traditional life insurance. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process with tools for asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Andrew Cole is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked at firms including Principal Securities, Allstate Financial Services, and Precision Asset Management. Cole is also the current president of his local BNI chapter. Mass Mutual Investors Services 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 ongoing planning engagements structured as annual relationships and utilizes firm-approved software to analyze client goals and develop written recommendations.

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 licenses and bringing 11 years of industry experience. She has worked at Walters and Associates, LLC, PFS Investments Inc., and Primerica Financial Services. Walters is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by third-party asset managers. The firm supports advisory services through a large network of advisors and offers a range of models including strategic, tactical, tax-managed, and income-distribution approaches.

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 previously worked at Lincoln Financial Securities Corporation, Bank of Tennessee, and SmartBank. In addition to his advisory role, he works as an insurance agent offering various types of insurance and annuity products. Osaic Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers diverse managed account options and third-party money manager programs.

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 Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Bank of America, Merrill, Fisher Investments, and Edward Jones. Prior to his financial services career, he was associated with JCS Medical, LLC, Wiles Law Firm, and Charleston School of Law. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research supported by a centralized manager solutions team, with an emphasis on model asset allocations and ESG considerations.

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.

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.