Lee Hermon Prichard

Richard De Witt is a financial advisor with Rich DeWitt Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before founding his own firm in 2024. Rich DeWitt Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental, technical, quantitative, and qualitative analysis, and offers services that include insurance products alongside broader business-oriented planning and ERISA retirement plan consulting.

Aaron Westrate is the principal of Westrate Capital Management, Inc. in Signal Mountain, TN, with 22 years of industry experience. He holds the Series 66 designation and has led his independent firm since 2008. Westrate Capital Management provides discretionary asset management and financial planning to individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm emphasizes diversified, tax-efficient portfolios tailored to clients’ goals and risk tolerance, using low-cost, no-load funds and offering flexible planning and consulting services.

Joshua Luff is a CFA® charterholder and principal of CLP Asset Management, LLC with 12 years of industry experience. He worked at Great Lakes Advisors, L.L.C. for five years before founding CLP Asset Management in 2019. Outside of his advisory role, he is involved with WatersEdge Management, LLC and CLP Investments, LLC, serving as a partial owner and managing investment vehicles for select clients. CLP Asset Management provides wealth management services primarily to high-net-worth individuals through discretionary and non-discretionary accounts. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, while also managing private funds and family-office investments.

Kyle Kelly is a financial advisor with Tarragon Capital, LLC, where he has worked for 14 years. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Tarragon Capital provides portfolio management, financial planning, pension consulting, and retirement plan services for individuals, high net worth investors, and institutional clients. The firm emphasizes absolute-return strategies with active risk management and employs a range of investment techniques, including ETFs, ETNs, individual stocks, and various analytical methods.

David Wattenbarger is a CFP® with 15 years of industry experience and has been with DRW Financial since 2012. He holds Series 65 and Series 66 licenses and operates as the sole advisor at the independent firm based in Hixson, Tennessee. DRW Financial provides discretionary portfolio management and financial planning to individual and high-net-worth clients as well as other advisers. The firm uses an investment approach that includes the active use of derivatives and options-writing, combining charting, fundamental, and cyclical analysis, and offers financial planning services covering retirement, college funding, tax, debt management, and life insurance education.

Robert Glasgow III is a financial advisor at Providence Squared LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Guardian Wealth Management, Inc. Glasgow also provides personal and business consulting outside of his investment advisory role. Providence Squared LLC offers discretionary investment management and financial planning services to individuals, families, businesses, family offices, trusts, estates, and charitable organizations. The firm’s investment approach centers on a proprietary T Alpha Portfolio that integrates multiple strategies to seek alpha while prioritizing downside mitigation, and it also provides project-based advisory engagements and additional non-investment services.