Joseph Aloisio is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Kovack Advisors since 2015 and has worked with Security Mutual Life Insurance Co. since 1973. Outside of his advisory role, Aloisio is involved in life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, and also offers financial planning, third-party manager recommendations, and account aggregation services.

Blake Womack is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and has prior experience in various roles across different industries, including healthcare and transportation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored recommendations, primarily for clients with Ameriprise-managed accounts.

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Cari Weaver is a financial advisor with Edward Jones in Ringgold, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in dental offices and at Remington College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Ronald Mc Kelvy is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a board member of the Catoosa County Elections Board. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Aaron Shepard is a financial advisor with Cambridge Investment Research Advisors in Ringgold, GA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work history includes roles at Dempsey Lord Smith, LLC, FEDEX Ground, and Erianger Health Systems. Shepard is also an agent with AMG Insurance and Financial Company, engaging in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, trusts, and estates—providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party models, across multiple custody platforms with discretionary and non-discretionary options.

Christopher Oliver is a financial advisor at Edward Jones in Chickamauga, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for the WinShape Foundation for nearly a decade. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm that serves millions of individual and institutional clients across the United States. The firm offers a range of advisory programs and investment solutions, supported by one of the largest networks of financial advisors and branch offices in the industry.

Guadalupe Mendoza is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at various organizations, including multiple roles within Thrivent Financial. In addition to her advisory role, she engages in reselling gently used clothing through online marketplaces. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses without offering portfolio management for institutional clients. The firm’s approach includes comprehensive planning in areas such as retirement, tax, estate, and special needs, delivered through a network of financial advisors.

Brandon Luedtke is a Series 65-credentialed advisor with Cambridge Investment Research Advisors. He joined the firm in 2026 and has prior work experience in hospital psychiatry from 2018 to 2026. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custodial platforms and a range of discretionary and non-discretionary investment strategies.

Jonathan Vander Hart is a financial advisor with Edward Jones in Lafayette, GA, holding a Series 66 designation and eleven years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Joshua Barnes is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016, following a two-year tenure with Bank of America Merchant Services. Merrill, together 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lonnie Jones is a CFP® with 25 years of industry experience who has been with Edward Jones since 2000. He holds a Series 63 designation and is based in Ringgold, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Ty Willeford is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as president of TRW Properties LLC, which owns two properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.

Calvin Allmon is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is the chief manager of CADA Homes, LLC, a real estate rental business in Lafayette, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm maintains a large national advisor and branch network and offers affiliated investment products and services under a fiduciary standard.

Cynthia Jackson is a financial advisor with Edward Jones in Lafayette, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she operates a vintage and antique store and participates in a local artisans market selling handmade soaps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.