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.

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.

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.

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 at Mann Financial Consulting Services in Chattanooga, TN, with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Thrivent Financial. Mann also serves as Secretary of Empowerment Church and is a board member of Covenant Keypers and Indelible Legacy, Inc. Mann Financial Consulting Services serves individual clients, charitable organizations, and business entities, managing approximately $1.14 million across about 132 accounts. The firm provides financial planning, portfolio management, tax preparation, and educational programs, using a primarily non-discretionary investment approach that incorporates multiple analytical methods.

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.

Kevin Lao is a financial advisor at Imagine Financial Security LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. Kevin has also operated as a sole proprietor. Imagine Financial Security LLC is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals. The firm provides discretionary asset management and financial planning services, emphasizing client education through public seminars and workshops while tailoring investment strategies to each client’s objectives.

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.

Lydia Burroughs is a financial advisor at Capital Advisors Wealth Management, LLC with 14 years of industry experience and a Series 65 designation. She has been with Capital Advisors since 2011 and has a background that includes work at Intuit, Inc. in the TurboTax division. Capital Advisors Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a comprehensive investment approach combining charting, fundamental, technical, and cyclical analysis, managing client accounts on a discretionary basis with documented risk tolerances.

George Bryant is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is currently with Apogee Wealth Partners, LLC, where he has worked since 2020, and has also been associated with Barnett and Co Inc since 2014. Apogee Wealth Partners is an SEC-registered adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $86 million in client assets and emphasizes tailored portfolios based on clients’ goals, risk tolerances, and time horizons, using fundamental and quantitative analysis within a long-term trading framework.

Christopher Hopkins is a CFA® charterholder with 17 years of industry experience. He has worked at Barnett & Co Inc from 2004 to 2021 and has been with Apogee Wealth Partners, LLC since 2021. Apogee Wealth Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $86 million in client assets, providing portfolio management, pension consulting, and fee-based financial planning tailored to client objectives, risk tolerances, and time horizons.

Carter Hansard is a CFP® with 11 years of industry experience, currently serving at Barnett & Co Inc since 2021. His prior roles include positions at Cetera Investment Advisers LLC, Synovus Securities, and FTB Advisors, Inc. Barnett & Company provides discretionary portfolio management, financial planning, and consulting primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a fundamental, value-oriented investment process focused on long-term appreciation and offers specialized education-only retirement plan support and participant financial-wellness programs.

Clinton Kilgore is a financial advisor with Ethos Private Wealth in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at March Capital Corp, Bank of America, Merrill Lynch, and Gavin de Becker & Associates. Kilgore is also a managing partner and financial advisor at Ethos Wealth Management, LLC, where he provides financial planning and portfolio management. Ethos Private Wealth is a boutique advisory firm serving individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm offers personalized portfolio management and employs a diversified investment approach using equities, fixed income, options, and alternative investments, incorporating third-party research and managers to support asset allocation and risk management.

Jay Brooks is a financial advisor at Brooks, Moore & Associates, Inc. in Chattanooga, TN, holding a Series 65 designation with seven years of industry experience. He has worked at Brooks, Moore & Associates since 2018, following prior roles at Woodlands Enterprises, Inc. and Tar Heel Hardwoods LLC. Brooks, Moore & Associates serves primarily individual and high-net-worth clients, as well as pension plans, trusts, estates, charities, and corporations. The firm manages approximately $314 million across about 164 client accounts, offering fee-based, discretionary portfolio management and customized investment advice using a range of strategies tailored to clients’ risk profiles and investment objectives.

James Crumbliss is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Barnett & Co Inc. His prior experience includes roles at Guggenheim Securities, Credit Suisse Securities, and ICR Capital. Outside of his financial advisory work, he is involved in operating a custom closet design business and a K-12 tutoring and exam preparation company. Barnett & Company provides discretionary portfolio management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach focused on long-term appreciation and offers specialized education-only retirement plan support and participant financial wellness programs.

Stephen Burroughs is a financial advisor with Capital Advisors Wealth Management, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Burroughs has been with Capital Advisors since 1989 and with Capital Advisors Wealth Management since 2011. He is also an independent insurance agent for various companies. Capital Advisors Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages assets directly using a combination of charting, fundamental, technical, and cyclical analysis, and employs active strategies such as short sales, margin, and options writing.

Richard Moore is a financial advisor at Brooks, Moore & Associates, Inc. with 21 years of industry experience. He holds the Series 63 designation and has been with Brooks, Montague & Associates Inc. since 1995. Brooks, Moore & Associates is a registered investment adviser serving individual and high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, charities, and corporations. The firm manages approximately $314 million across about 164 accounts and offers fee-based, discretionary portfolio management with customized investment advice tailored to clients’ risk profiles and objectives.

Robert Berghel III is a financial advisor at Hunley Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Pruco Securities LLC, and The Prudential Insurance Company of America. He is also involved with Hunley Insurance LLC, where he works as an insurance agent. Hunley Wealth Management serves individual and high-net-worth clients as well as retirement plans under ERISA, providing discretionary asset management, financial planning, and consulting. The firm employs a mix of fundamental and technical analysis, Monte Carlo planning, and may use option strategies and tax-aware rebalancing, while also managing third-party advisors on behalf of clients.

Warren Barnett is a CFA® charterholder with 18 years of industry experience. He has been with Barnett & Co Inc since 1983. Barnett & Company provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach and offers distinctive education-only retirement plan support and proxy-related services.