Lesley Livingston

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.

Victor Boltniew is a financial advisor with Solid Rock Investment Advisory LLC and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC. Boltniew also owns Tennessee Valley Retirement Solutions, an affiliated insurance business where he sells life, health, LTC, annuities, and Medicare supplements. Solid Rock Investment Advisory LLC provides discretionary asset management and financial planning services, primarily serving individuals, high-net-worth individuals, trusts, and estates. The firm employs fundamental analysis and charting in its investment approach, with ongoing portfolio monitoring, rebalancing, and discretionary trading authority under client agreements.

Joshua Luff is a CFA® charterholder with 12 years of industry experience. He has worked at CLP Asset Management, LLC since 2019 and previously spent five years at Great Lakes Advisors, L.L.C. Luff is involved with WatersEdge Management, LLC and CLP Investments, LLC, both of which manage investment vehicles for select clients. CLP Asset Management, LLC is an independent SEC-registered advisory firm serving a concentrated client base of high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on tailored asset-allocation strategies that may include private family-office funds and advanced investment instruments.

Alistair Huong is a ChFC® credentialed financial advisor with AdventEdge Financial, LLC, bringing four years of industry experience. He has been with AdventEdge Financial since 2021 and serves as the Executive Director of AudioVerse, a nonprofit organization, a role he has held since 2012. AdventEdge Financial provides investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements alongside traditional advisory services.

Robert Glasgow is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Providence Squared LLC, where he has worked since 2023. Prior to this, he held advisory roles at Guardian Wealth Management, Inc. and HHM Wealth Advisors, LLC. Outside of his advisory work, he provides personal and business consulting under separate agreements. Providence Squared is an independent registered investment adviser serving individuals, families, businesses, trusts, and non-profits with discretionary portfolio management, financial planning, and project-based advisory services. The firm employs a proprietary T Alpha Portfolio strategy within an open‑architecture model, focusing on systematic, repeatable processes designed to reduce downside risk and address behavioral factors affecting investor performance.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders and has operated as a sole proprietor providing insurance services. Benson Wealth Management, Inc. offers discretionary asset and portfolio management services primarily to individual clients, using technical and charting analysis and employing strategies that may include options and margin. The firm conducts quarterly account oversight and typically recommends Charles Schwab as custodian while allowing clients to set written restrictions.