Joseph Petty is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Benjamin F. Edwards since 2011, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Petty serves as a trustee for McCallie School in Chattanooga, attending quarterly meetings to discuss the school's direction. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

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.

Tammy Vona is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She has worked at Benjamin F. Edwards since 2011 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Tammy holds the Series 63 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and investment management using proprietary and third-party strategies.

James Gioia is a CFP® with 34 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience with LPL Financial, ProNvest, Bank of England, and Ameriprise Financial Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including financial planning and outsourced CIO solutions, employing an open-architecture model that integrates multiple third-party platforms and managers to provide customized portfolio management.

Richard Knudson is a financial advisor with Empower Advisory Group in Chattanooga, TN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life, and Advanced Sterilization Products. He has been with Empower Advisory Group since 2026 following work at Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Michael Ozburn is a CFP® with 27 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Ozburn also acts as a divisional manager for Focus Partners Advisor Solutions, LLC, providing business and investment solutions to Buckingham advisors. Focus Advisor Solutions offers turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and provides discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Clifford Gould is a financial advisor with GWN Securities Inc. in Soddy Daisy, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with GWN Securities since 2016 and has prior experience with Consolidated Retirement Services dating back to 1996. In addition to his advisory work, he is involved in managing fixed annuity and life insurance agencies and participates in business referrals related to cost segregation studies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon for firms of its size.

Judith Harkleroad is a financial advisor at Truist Advisory Services with 30 years of industry experience. She has held positions at Truist Advisory Services since 2016 and has been with Truist Investment Services, Inc. since 1998. Her professional credentials include Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and oversight.

Brendan Hawks is a CFP® professional with seven years of industry experience, currently with Truist Advisory Services. He has been with Truist and its affiliated entities since 2019. In addition to his advisory role, he serves as an adjunct professor at the University of Tennessee at Chattanooga, teaching entry-level personal finance courses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management supported by third-party platforms and uses AI-enabled tools to assist in manager selection and investment oversight.

Melissa Boyd is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and AmeriLife of Tennessee. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and a wrap-fee program.

Herbert Frazier Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Prudential Insurance Company of America. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisors.

Emmett Law is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at UBS Financial Services and Suntrust Robinson Humphrey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Vernon Thornton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Freedom Street Partners and Raymond James Financial Services. He is a board member of the nonprofit Ignite Living. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Kayla Fortanel is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Ameriprise and Freedom Planning Partners. Outside of advising, she serves as treasurer for the Chattanooga Medical Group Management Association and is a board member of The Hope House. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Darius Gallaher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing six years of industry experience. He has worked with Bankers Life Securities since 2020 and has been associated with Bankers Life & Casualty since 2017, where he also serves as a unit field trainer. Gallaher is involved in insurance sales and training activities outside of his advisory role. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients' goals and risk tolerances.

Kyle Hodnett is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kyle also serves as an insurance agent and unit sales manager, where he manages and trains a team of agents and is appointed to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Bobby Futch is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has previously worked at Patton Albertson Miller Group, LLC for nine years and is currently associated with both Foundations Investment Advisors and Guardian Investment Advisors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing, supported by a large network of affiliated offices and a range of investment and advisory services.