Bradley Rooks is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Rooks Wealth Advisors, LLC, where he has worked since 2021, following prior experience at Campbell Rooks Wealth Management, LLC. Rooks Wealth Advisors is a fee-only registered investment adviser managing approximately $69 million for about 60 clients, including individuals, trusts, corporations, and pension/401(k) plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, using a broad investable universe and a tiered planning model.

William White is a financial advisor at Rooks Wealth Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and non-financial work with DoorDash and Bellhop. Rooks Wealth Advisors is a fee-only registered investment adviser managing approximately $69 million for about 60 clients, including individuals, trusts, corporations, and pension/401(k) plans. The firm offers discretionary investment management and financial planning, tailoring portfolios to clients’ goals and risk tolerance across a broad investable universe.