Bryan Norman is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2016, following prior roles at LPL Financial and CUNA Brokerage Services. In addition to his advisory work, he is an independent insurance agent and also involved in Medicare supplement sales. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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.

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 a Series 66 designation and has worked previously at Cox Wealth Management LLC and American Portfolios Financial Services, Inc. Outside of his advisory roles, he serves as a deacon and financial ministry committee director at Woodland Park Baptist Church and volunteers as a cross country coach for a local home education association. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. Its investment approach uses model-based asset allocation and portfolio optimization, with various managed account options and access to third-party money managers.

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 CFP® with 22 years of experience in financial services. He is currently affiliated with Osaic Wealth and has been with the firm since 2023. Prior to that, he worked at Sagepoint Financial, Inc. for 17 years. Creel is also involved in client acquisition and servicing through his ownership of Southern Express Financial Group and his role as Vice President of Creel Financial Services. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and third-party manager options.

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, Tennessee, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at SunTrust Advisory Services, BB&T Investment Services, First Horizon Advisors, and Wells Fargo Clearing. Outside of his financial advisory work, he is also a licensed fishing guide. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, implementing strategies via advisory representatives with access to advanced research and technology tools.

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 with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing five years of industry experience. His previous roles include positions at Morgan Stanley, J.P. Morgan Securities, and Primerica. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles in educational institutions and ongoing service at PFS Investments Inc. and Primerica Financial Services. He also engages in the sale of loan products and home security services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies developed by third-party managers and supported by custodial services from Pershing. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under 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.

Corey Madding is a CFP®-designated financial advisor with Edward Jones, based in Ooltewah, TN. He has eight years of industry experience, including nine years at Edward Jones and prior work at AT&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Avery Chandley is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Thrivent Investment Management and has prior experience at Wahby Financial Group and Covenant College. He also founded Chandley Communications, a business outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing system while maintaining separate services.

Luane Culpepper is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. Her prior experience includes roles at LPL Financial and Davis Financial Advisors. Outside of her advisory work, she is a part-owner of Applegate Partners and serves on the board of directors for Praying Friends, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stuart Vaughn is a financial advisor with OSAIC in Chattanooga, TN, holding a Series 63 designation and 26 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management, among other firms. He is also president of Insight Investments & Insurance, an LLC focused on selling financial products tailored to client needs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed programs and third-party manager options.