Samuel Montgomery is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advising, he serves on the leadership team of the Young Givers Circle, a group of young professionals who pool funds to support local non-profit charities through quarterly grants. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeremy Cline is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he spent 19 years at Verizon. His credentials include the Series 66 designation. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Wealthy Long is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Bryan Norman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Cambridge since 2016. In addition to his advisory role, he is an independent insurance agent and contracts for Medicare supplement sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals, utilizing a range of platforms and strategies tailored to client objectives.

Phillip Fabry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes a role with the Hamilton County Department of Education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and educational seminars.

Lisa Listecki is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 designations and six years of industry experience. She has worked with various affiliates of Raymond James since 2013. Outside of advisory work, she serves as an Operations Manager at Round Table Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ethan Baggett is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked in roles outside of finance, including positions at Parlor Doughnuts and Covenant College. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily serving those with Ameriprise-managed accounts.

Nathan Strait is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 designation and has worked at Cox Wealth Management LLC and Cox Financial Centers, Inc. since 2013. Outside of his advisory role, he serves as a deacon and financial ministry committee director at Woodland Park Baptist Church and volunteers as a coach for the Chattanooga Southeast Tennessee Home Education Association’s cross-country team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Joshua Adams is a financial advisor at Cetera with the Series 66 designation and two years of industry experience. His prior work includes roles at Regions Bank, Covenant Logistics Group, and Shorter University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports discretionary and non-discretionary account management with access to affiliated and third-party managers and oversees more than $256 billion in assets.

John Nething II is a financial advisor at Edward Jones in Ooltewah, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at ADT Security Services from 2015 to 2018. 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 discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Scott Creel is a Certified Financial Planner® with 22 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc. since 2009. Creel is also involved in his own financial firms, Southern Express Financial Group and Creel Financial Services, where he engages in client acquisition and servicing as well as fixed insurance solutions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Dustin Morgan is a financial advisor with Ameriprise in Ooltewah, Tennessee, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliates since 2004. Outside of his advisory role, Morgan serves as president of the London Center Owners Association II and is involved in several business ventures, including practice management services and commercial real estate investment. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Hatton is a financial advisor with LPL Financial in Ooltewah, TN, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services before joining LPL Financial in 2017. In addition to his advisory role, Hatton works as a licensed fishing guide. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

William Roebuck is a financial advisor with Thrivent Investment Management in Cleveland, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thompson, Price, Scott, Adams & Co, PA, Arnett, Kirksey, Kimsey, Sullivan, Lay & Hall, PLLC, and Mix 104.1 WCLE. Outside of his financial advisory work, he serves as a board member for Foundation House Ministries, a nonprofit aiding women in crisis pregnancies, and as vice president of BNI Southeast TN, focused on business networking and referrals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses and planning without discretionary trading authority.

Saul Secundino Portano is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior roles include positions at Morgan Stanley, J.P. Morgan Securities, and Primerica Advisors. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Alan Darmody is a financial advisor with Primerica Advisors in Ooltewah, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with Cohutta Springs Conference Center. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.

Wayne Stickney is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. His background includes roles in education at multiple schools and ongoing work with PFS Investments Inc. Outside his advisory work, he is involved in selling loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven investment strategies and third-party portfolio management.

Michael Burroughs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Raymond James and its affiliated entities since 2018 and previously spent nine years with Wells Fargo Advisors Financial. Burroughs is also the owner of Burrroughs Keasler Investment Partners, where he serves as Branch Manager. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools, supporting implementation primarily through its advisory programs and other providers.

Bradley Burcham is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Mass Mutual Investors Services since 2005. Outside of his advisory role, Burcham is involved in several entrepreneurial ventures, including ownership of a sports card business and roles in various real estate and wholesale container sales companies. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Jody Riggs is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise since 2005. She has been a partner and executive-level decision maker at Mainstay Service Group, LLC, which provides administrative support for her advisory practice. She is also a co-owner of RBF Partners, LLC, managing her Ameriprise business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.