George Pettway is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and First Horizon Advisors, among other firms. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Jeffrey Turner is a Certified Financial Planner® with 22 years of industry experience, currently serving at Mass Mutual Investors Services since 2003. He holds additional roles in life, health, group, and voluntary benefits insurance sales, and is a general partner at Monico Planning Partners. He also provides fixed insurance audits and non-securities business consulting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools, while implementation of recommendations involves separate brokerage or insurance arrangements.

Amanda Calvert is a Series 66-credentialed financial advisor with Merrill, based in Chattanooga, TN. She has nine years of experience at Merrill and previously worked at Clarksville Academy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Carl Greene is a financial advisor with Raymond James Financial Services Advisors, Inc. in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Lawson Winchester Wealth Management and active involvement with the City of Chattanooga Office of Multicultural Affairs Advisory Board. Greene serves on the Outreach Grant Committee at St. Paul's Episcopal Church and is a member of the finance and investment committee for The Chattery, a local nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through advisory programs and maintaining specialties such as municipal finance and SIMPLE IRA employer consulting.

Nicholas Hannah is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside the financial sector, he has held roles at Mellow Mushroom and Gravity Parks Co. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing a collaborative, goal-oriented planning approach using firm-approved analytical tools.

Robert Cooper is a financial advisor at OSAIC with 14 years of industry experience. He previously worked at Lincoln Financial Securities, Jhfn Sii, and Royal Alliance Associates, INC. Cooper is a Series 63 and Series 65 license holder and serves as a board member for Training Ground Chattanooga, a nonprofit focused on community engagement and event planning. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a variety of securities and alternative investments.

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.

David Oesch is a financial advisor with Edward Jones in Chattanooga, TN, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in multiple real estate ventures, including property management and development projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services. The firm operates a large network of financial advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment solutions.

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.

John Burke is a financial advisor with OSAIC in Chattanooga, TN, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities, PJ Robb Variable Corp, and Crump Life Insurance Services. He is also involved as a registered assistant with Scenic City Wealth, where he provides client services and investment research. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse investment portfolios on both discretionary and non-discretionary bases.

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.

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.

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.

Chyna Bacchus is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in retirement planning and guiding clients through complex financial decisions with clear, collaborative, and personal strategies. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chyna earned her Bachelor's degree from Vanderbilt University. Her approach centers on understanding clients' goals, values, and concerns to develop wealth management strategies that align with their objectives. Her areas of focus include college education planning, corporate executive services, equity compensation services, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Outside of her professional work, Chyna is involved with the Watson Grove Baptist Church and contributes to community organizations such as the Second Harvest Food Bank and the University School of Milwaukee Alumni Board. Her personal interests include cooking, football, reading, spending time with family, and volleyball.

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.

Rachel Crawford is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at McLemore Resort, Unum, and several educational institutions including the University of Tennessee at Chattanooga and Chattanooga State Community College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using model-based asset allocations and proprietary research to tailor financial plans.

Darrin Wall is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at UBS Financial Services and Edward Jones, each for three years, and spent five years with Acuity Merchant Services. Wall is involved with Scenic City Wealth, where he holds roles related to investment advisory and insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools and access to third-party managers, operating a complex platform with multiple mergers and private equity ownership.