Aaron Shepard

A. Ronald Koplan is a financial advisor with Koplan & Associates in Chattanooga, TN, holding a Series 65 designation and 18 years of industry experience. He has been with Koplan & Associates since 2008 and also provides Certified Public Accounting services through the same practice. Koplan is involved in managing office space rentals through R & A Properties, LLC. Koplan & Associates advises individuals, trusts, and business entities, offering discretionary portfolio management alongside related planning services. The firm integrates accounting services with investment advisory, conducts educational seminars at no cost, and manages client portfolios using various models and third-party managers.

Bret Robertson is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal of Glean Financial, Inc. in Chattanooga, TN, and has prior experience at firms including Gradient Advisors LLC and Western Asset. In addition to his advisory role, he works as an independent insurance agent. Glean Financial, Inc. provides discretionary and non-discretionary asset management and financial planning services to individual investors and small business owners. The firm combines fundamental analysis with Modern Portfolio Theory, using customized asset allocation and model portfolios, and may employ third-party managers to implement strategies across various investment instruments.

Kevin Laman is the sole advisor at Lattice Wealth Advisors, an independent firm based in Chattanooga, TN. He holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Innovative Advisory Partners, LPL Financial, Franklin Wealth Management, and Solomonwood Financial Advisors. Lattice Wealth Advisors provides individualized portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and small businesses. The firm combines fundamental security analysis with passive, asset-class-based portfolio construction, using index mutual funds and ETFs alongside tailored security selection, and offers discretionary management and ongoing client reporting.

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.

David Hodges is a CFP® professional with 17 years of industry experience, currently serving at Integra Wealth since 2009. Based in Chattanooga, TN, he works at a firm specializing in discretionary portfolio management and financial planning for individuals, trusts, estates, and employer-sponsored retirement plans. Integra Wealth provides investment management through growth, balanced, or conservative strategies using domestic and international mutual funds and ETFs, guided by modern portfolio theory and multi-factor models. The firm also offers ERISA fiduciary services and manages held-away retirement accounts via a third-party platform, supporting approximately 200 client relationships with institutional custodial and operational services.

Frenise Mann is a financial advisor at Mann Financial Consulting Services in Chattanooga, TN, with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Thrivent Financial. Mann also serves as Secretary of Empowerment Church and is a board member of Covenant Keypers and Indelible Legacy, Inc. Mann Financial Consulting Services serves individual clients, charitable organizations, and business entities, managing approximately $1.14 million across about 132 accounts. The firm provides financial planning, portfolio management, tax preparation, and educational programs, using a primarily non-discretionary investment approach that incorporates multiple analytical methods.