Erica Archer is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, she worked at First Baptist Cleveland and the Cincinnati Symphony Orchestra. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Giovanni Attardo is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Verizon Wireless. Outside of his advisory role, he co-owns a hair salon with his wife, serves as an elder at Life Gate Church in Lafayette, GA, and volunteers with the Tri Community Volunteer Fire Department in Ooltewah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates under a fiduciary standard, offering discretionary and non-discretionary strategies as well as affiliated mutual funds and other financial services.

Daniela Mabry is a Financial Advisor at Merrill Lynch Wealth Management. She works collaboratively with clients to provide guidance on various financial matters including retirement planning, estate organization, and managing new wealth. Daniela focuses on tailoring strategies to align with clients' individual goals, risk preferences, and financial situations. Her areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. Daniela holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniela earned her high school diploma from Highland High School and an associate's degree from South Suburban College. She is bilingual in English and Spanish. Outside of her professional role, Daniela spends time volunteering by teaching crochet lessons at senior homes and community centers, and she is involved in animal rescue initiatives. Her personal interests include boating, fishing, gardening, knitting and crocheting, music, painting, reading, spending time with family, traveling, and watching movies.

David Parish is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2026. He previously worked at Arlington Investment Corp for 16 years and spent one year at Pactolus Private Wealth Management. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Gabriel Gamble is a financial advisor with Equitable Advisors in Cleveland, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a notary public and acts as successor executor and power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizons.

Dennis Wolfe is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial in Chattanooga, TN. His career includes over two decades at Raymond James & Assoc., Inc. and its related entities since 2000. Outside of his advisory role, he is involved with Scenic Land Investing, LLC, a personal investment business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary consulting using risk profiling and analytical modeling, supports municipal and public-finance work, and provides specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jordan Pence is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Merrill Lynch, and in real estate through his ownership of Solid Ground Real Estate Solutions, LLC, a wholesale real estate acquisition and disposition business that he is in the process of dissolving. He is also a Notary Public in Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options and utilizes model portfolios and research from multiple sources.

Austin Cone is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Raymond James Financial. He has been affiliated with various Raymond James entities since 2014 and is also involved with Round Table Advisors in Chattanooga, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to support its broad client base and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

John Griggs is a Series 66-registered financial advisor with Ameriprise in Chattanooga, TN, bringing 10 years of industry experience. He has been with Riggs & Associates since 2014. Outside of his advisory role, he serves on the Board of Directors for the National Center for Youth Issues and participates on the finance committee at Chattanooga Christian School, advising on the management of the school’s investment assets. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering comprehensive, non-discretionary recommendations that integrate research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrew Burnett is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current roles, he worked at Raymond James & Associates, Inc. from 2016 to 2021. Burnett serves as a Finance and Investment Committee member for Girls Inc. of Chattanooga. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jordan Heath is a financial advisor with Cetera, holding a Series 66 designation and beginning his career in 2025. Prior to joining Cetera, he worked at Regions Bank and has experience in educational roles at the University of Georgia, Chattanooga State Community College, and Dade County High School. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Michael Vereen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 27 years of industry experience. Prior to joining Cambridge in 2020, he worked with MML Investor Services Inc. and MassMutual Life Insurance Company for 11 years. He is active in several nonprofit and ministry boards, including Marketlife Ministries and New Orleans Baptist Theological Seminary. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers customized investment strategies across multiple platforms with both proprietary and third-party model options.

Kyle Cooper is a financial advisor with Raymond James & Associates in Cleveland, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Cooper serves as a member of the Bradley County Board of Zoning Appeals, reviewing local zoning appeals and variances. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supplemented by firm research and model manager options.

Gage Baker is a Series 66-licensed advisor at LPL Financial with four years of industry experience. He has worked at EPB Employees Credit Union since 2022 and has prior experience with the University of Tennessee at Chattanooga and Cleveland Boat Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Jordan Camp is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked at First Horizon Advisors and Unum Group, as well as having experience in education and banking. Based in Chattanooga, TN, he has a background that includes both financial services and teaching. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Douglas Couch is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for assets held in Ameriprise Managed Accounts.

Ruth Fant is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked in various roles since 2015, including owning Colours By Design, a business focused on bookkeeping and administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Gossett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He was previously with Dempsey Lord Smith, LLC for 14 years before joining Cambridge. Outside of finance, Gossett raises and sells cattle and hay. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, nonprofits, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides various investment implementation options and maintains proprietary and third-party model strategies tailored to client objectives.

William Hamilton III is a financial advisor with Ameriprise, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at the University of Alabama-Huntsville. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a large client base through a combination of advisory, brokerage, and insurance solutions.

J Raschke is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including four years with AXA Advisors, LLC. Outside of his advisory role, he is involved in property management. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.