Keith Ware

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.

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 with Mann Financial Consulting Services in Chattanooga, TN, holding a Series 66 designation and seven years of industry experience. Prior to founding his independent firm in 2022, he worked at Edward Jones and Thrivent Financial. He serves as Secretary of Empowerment Church and holds board positions with Covenant Keypers and Indelible Legacy, Inc. Mann Financial Consulting Services provides advisory services to individuals, charitable organizations, and business entities, offering portfolio management, financial planning, tax preparation, and educational seminars. The firm focuses on non-discretionary portfolio management across various asset classes and integrates multiple analytical methods while routinely providing financial-literacy workshops.

Tague Goodhue is a CFA® charterholder with 10 years of industry experience. He has been with Pantheon Investments, LLC since 1999. Pantheon Investments, LLC provides advisory and consulting services exclusively to accredited investors, focusing on alternative investments such as hedge funds, private equity, and venture capital partnerships. The firm employs a combination of fundamental, technical, cyclical, quantitative, qualitative, and economic analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerances.

John Corey is a financial advisor at Southbridge Capital Partners LLC with 43 years of industry experience. He holds a Series 63 designation and has held roles at several firms, including Principal Life Insurance Company, M Holding Securities, and Morgan Keegan & Company. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed annuities and various insurance products. Southbridge Capital Partners LLC provides investment management and advisory services primarily on a non-discretionary basis to individuals, families, estates, trusts, and retirement plan sponsors. The firm focuses on separately managed accounts and uses a combination of strategic, dynamic, and tactical asset allocation techniques, integrating multiple forms of analysis across a broad range of investment types.