Richard Park Jr. is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and having 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of the Appalachian Carbon Exchange, which develops carbon projects supporting water quality and biodiversity, and is president of the Long Branch Home Owners Association. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services, underwriting, and securities-backed lending.

Mark Brown is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill Lynch, Pierce, Fenner & Smith and Bank of America, N.A. since 2007 and 2011, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Larry Weddle is a financial advisor at Stifel in Chattanooga, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nathaniel Powers is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2017. Prior to that, he was employed at Bank of America and Merrill Lynch for brief periods. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

John Morrison is a CFP® with six years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with National Life Group in a non-variable insurance capacity. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach using portfolios developed by in-house research, third-party strategists, and TAMP sponsors, and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Meredith Bell is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Close is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2005. He has been involved in the start-up of CapitalMark Bank and is the managing member of Close Family Car Collection, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and municipal advisory capabilities.

Jefferson Cronan is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2024, he worked at Service Electric Company for three years and EPB for five years. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

May Gibson is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Joshua Schweiger is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bankerslife and Mississippi College. He holds the Series 66 designation. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Daniel Norton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Chattanooga, TN, holding a Series 66 license and 14 years of industry experience. He has been with Raymond James since 2012 and previously worked at Lawson Winchester Wealth Management. Norton serves as Treasurer and a member of the Advisory Board for the Hunter Museum of American Art. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lacey Atwell is a Series 66 licensed financial advisor with 15 years at Merrill and 2 years of industry experience. She is based in Chattanooga, Tennessee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffery Wiese is a CFP®-certified financial advisor with UBS Financial Services in Chattanooga, TN, where he has worked since 2015. He has 11 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Wiese serves as President of the Chattanooga Chapter of the Exit Planning Institute and has been involved with nonprofit organizations including the Good Shepherd School board and the finance committee of Ronald McDonald House Charities of Greater Chattanooga. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

William Oehmig is a Series 66 registered financial advisor with STIFEL, based in Chattanooga, TN. He has 13 years of industry experience, including 11 years with STIFEL. STIFEL serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities. The firm offers brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

Paul Payne is a financial advisor with Morgan Stanley in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes tenures at Bank of America and Merrill, with over five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he contributes as a freelance writer to Chattanoogan.com and Global Golf Post. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategic modeling techniques.

Stacey Roseman is a financial advisor at UBS Financial Services with three years of industry experience. She has worked at UBS since 2021 and previously held roles at TVFCU and SunTrust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Lynea Yee is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Raymond James & Associates and Summit Funding. Outside of her advisory work, she owns a rental property in Nashville, Tennessee. 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, including financial planning, model portfolio programs, and access to third-party asset management, supported by technology and operational tools for its network of over 22,800 advisors.

Evan Angle is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previous work experience at Waddell and Associates and in the food service industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

David Buntin is a Series 66 licensed financial advisor with 13 years of industry experience, currently affiliated with Raymond James Financial in Chattanooga, TN. His prior experience includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He serves as treasurer for the North Point Ridge Home Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.