Sara Marshall Di Ruscio

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.

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.

Victor Boltniew is the principal of Solid Rock Investment Advisory LLC in Cleveland, Tennessee, holding a Series 65 license with 18 years of industry experience. He has previously worked at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC, and maintains an ongoing role with Tennessee Valley Retirement Solutions, where he is involved in insurance product sales. Solid Rock Investment Advisory LLC is an independent advisory firm providing discretionary asset management along with financial planning and consultation services. The firm employs a client-driven investment approach combining fundamental analysis and charting, offering tailored portfolio management reviewed at least quarterly.

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.

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.

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.