Nicholas Hannah is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials and one year of industry experience. His work history includes positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has held roles at Mellow Mushroom and Gravity Parks Co. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements and provides a range of programs including estate-settlement and employer-sponsored planning.

Merrie Crawford is a financial advisor at Primerica Advisors with 29 years of industry experience. She holds Series 65 and Series 63 designations and has been with Primerica since 1996. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services from affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm’s advisory approach includes model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic, tactical, tax-managed, and income-distribution investment models.

Gregory Highwood is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1999 and has experience with Barnes Global Network LLC and Creswell Enterprises LLC. Outside of advising, he is involved with Gold's Gym, where he has been active for over a decade. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Robert Cooper is a financial advisor with OSAIC in Chattanooga, TN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Jhfn Sii, and Royal Alliance Associates, Inc. He serves as a board member for Training Ground Chattanooga, a local nonprofit organization focused on community building and event planning. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through multiple programs, utilizing model-based asset allocation and portfolio optimization, and supports discretionary management, third-party managers, and proprietary investment models.

Ronald Mc Kelvy is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the Board of Directors for Caroosa County Elections. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Chadwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory work, he is involved as a co-signer for the lease of Chattanooga Yarn Co. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, supported by extensive research and multiple portfolio management strategies.

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Kyle Luthy is a financial advisor with Ameriprise in Chattanooga, TN, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliates since 2009. Additionally, he provides client service and administrative support through Mainstay Service Group, LLC. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

John Burke is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities, PJ Robb Variable Corp, and Crump Life Insurance Services. Burke is also involved as a registered assistant with Scenic City Wealth, where he manages client services and provides research support. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Gregory Reabold is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2019 and previously spent three years at Wells Fargo Clearing. Outside of his advisory role, he is involved with the Orange Grove Center in Chattanooga, serving on the board and as chair of the investment committee, with plans to become board chair in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Steven Mcnally is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. His prior work includes long-term roles at First Tennessee and First Tennessee Brokerage. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Julia Harrison is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions, supported by proprietary research and model-based asset allocations.

Justin Koshenina is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at multiple Raymond James entities since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice using analytical tools and supports various advisory programs, including municipal and public-finance services.

Adam Seiler is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020. Outside the financial industry, Seiler is the owner of 1-On-1 Personal Training, Inc., a business he has operated since 2009. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party managers and custodians, overseeing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices.

Michael Greer is a financial advisor with LPL Financial in Chattanooga, TN, holding the Series 63 and Series 66 designations and bringing 18 years of industry experience. His prior experience includes roles at Stone Bridge Asset Management, Robert Half International, and PRUCO Securities. Outside of his advisory work, he is involved in recruiting on a part-time basis. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies ranging from discretionary to non-discretionary approaches across various asset classes.

R Grzesiak is a financial advisor with Raymond James & Associates holding the CFP® designation and Series 63 and 65 licenses, with 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. He is based in Chattanooga, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

William Evans is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at AXA Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

Kellye Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Meredith Trautschold is a financial advisor with UBS Financial Services in Chattanooga, TN, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2010. Outside of her advisory work, she is also a yoga instructor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Janet Schroer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap fee structure with ongoing oversight of its investment models.