James Satterfield is a financial advisor at StoneX Advisors Inc. with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions Bank. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

Berkely Arrants is a CFP® with 22 years of industry experience, currently serving as a financial planner and wealth manager at Savvy. His prior experience includes roles at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and Mass Mutual Life Insurance Company. He is also an independent insurance agent. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies and tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by technology and third-party sub-advisers.

Sara Di Ruscio is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Dynamic and has previously worked at Bank of America. Her tenure at Dynamic includes roles with both Dynamic Wealth Advisors and Prioritas Financial Advisors. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and support for other advisers through sub-advisory and technology platforms.

Bradley Church is a Series 66-licensed financial advisor with Advisory Services Network in Chattanooga, TN, where he has worked since 2016. He has 25 years of industry experience. Outside of his advisory role, he is involved in providing and selling non-variable insurance products through Private Ridge Risk Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across a range of investment strategies.

Meghan Roach is a CFP® with 19 years of industry experience, currently serving at Truist Advisory Services. She has worked at BB&T Securities, LLC and multiple SunTrust affiliates since 2016. Outside of her financial advisory role, she is the owner of oil and gas leases, receiving royalties without active management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support investment decisions.

John Maloney is a Series 65 licensed financial advisor with Mercer Global Advisors Inc. in Ooltewah, Tennessee, and has five years of industry experience. Prior to joining Mercer, he worked at Fisher Investments and held positions at Daimler Trucks North America and Willamette University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs a variety of investment vehicles including low-cost ETFs, index funds, and separate account managers.

Heather Rogers is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist in various roles since 2019. Prior to her current position, she was employed at Thirty One Gifts in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Martin Martini is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and third-party platforms to support its investment and fiduciary services.

Caleb Hodnett is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he has worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Hodnett also serves as a Unit Field Trainer, recruiting and training insurance agents in Medicare supplement, life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Joseph Petty is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Outside of his advisory role, he serves as a trustee for McCallie School in Chattanooga, attending quarterly meetings to discuss the school’s direction. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations using a range of model strategies and advisory programs with ongoing portfolio oversight.

Lisa Hunter is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Pinnacle Wealth Partners since 2025 and previously at Shieldmaiden Financial. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, annuities, and other insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutions. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Christopher Gaither is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Freedom Street Partners. Outside of his advisory role, he is an independent contractor with Covenant Wealth Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Zachariah Robertson is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. He also has experience in insurance sales through AmeriLife, where he has worked since 2012. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities, utilizing a range of strategic asset-allocation models and investment strategies.

Angela Jones is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Truist Investment Services since 2000 and has worked at Trust Advisory Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, using third-party platforms and AI-enabled tools to support investment decisions and manager oversight.

Virginia Owens is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Investments and BB&T Securities. Owens serves as treasurer and volunteer for The Ark of Cleveland, a nonprofit animal shelter. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and utilizing AI-enabled research tools to support investment decisions.

Tammy Vona is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. She has been with Benjamin F. Edwards since 2011 and holds a Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs, financial planning, and investment management services.

James Gioia is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Ameriprise Financial Services, Inc. for 30 years, and has held roles at Bank of England, ProNvest, and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians.

Richard Knudson is a financial advisor with Empower Advisory Group in Chattanooga, TN, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Empower Advisory Group, he worked at NYLIFE Securities LLC, New York Life, Advanced Sterilization Products, and Applied Medical Resources. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s administrative platforms.

Harrison Fisher is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Centerra-SRS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.