Daryl Crow is a financial advisor at Haddon Group LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tennessee Valley Authority since 2017 and True North Custom from 2014 to 2017. Haddon Group LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on passive index funds and ETFs combined with fundamental and cyclical analysis to guide asset allocation. The firm offers planning through both project-based engagements and ongoing services, managing approximately $1.4 million in discretionary assets.

Kevin Fuerst is the owner and president of Fuerst Financial Group, Inc. in Chattanooga, TN, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual Securities, Inc., LPL Financial LLC, and National Planning Corporation. He serves on the business advisory board for Lee University and is a board member of a nonprofit that provides musical instruments to inner-city children. Fuerst Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach includes goal-oriented asset allocations using third-party platforms and models, ongoing monitoring, and comprehensive financial and estate planning coordinated with clients’ other advisors.

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 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.

Kyle Kelly is the sole advisor at Tarragon Capital, LLC in Chattanooga, TN, with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Tarragon Capital since 2012. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Tarragon Capital, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, charitable organizations, and employer-sponsored plans. The firm employs an investment approach focused on absolute-return strategies with active risk management, utilizing ETFs, ETNs, individual stocks, and both long- and short-term trading techniques.

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 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.

Jacob Higgins is a financial advisor at Campbell Asset Management, LLC in Chattanooga, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Campbell Asset Management, he worked at MML Investor Services and MassMutual Life Insurance Company. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using fundamental and economic analysis to build customized investment strategies across multiple asset classes.

Barrett Benson is a financial advisor at Benson Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various iterations of Benson Wealth Management since 2012, as well as Infinity Financial Services since 2016. Benson Wealth Management, Inc. provides discretionary asset and portfolio management services primarily to individual clients, focusing on tailored investment strategies that incorporate technical and charting analysis. The firm manages accounts on a discretionary basis with regular oversight, including rebalancing and tax-loss harvesting reviews.

John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.

Erik Boehm is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Stone Bridge Asset Management, LLC since 2011. He is also a partner at Stone Bridge Capital Group, LLC, which acts as the general partner for the Stone Bridge Opportunities Fund. Additionally, Boehm has a non-investment business interest as a 50% owner of B&B Walnut Hill Partnership. Stone Bridge Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and also provides third-party model portfolios and a proprietary volatility-based strategy.

Paul Tyner is the principal advisor at Tyner Capital Management Investment Counsel, Inc. He holds the CFA® designation and has 13 years of industry experience. Tyner has been with Tyner Capital Management since 1993. Tyner Capital Management provides discretionary and non-discretionary portfolio management to individual investors and institutional retirement clients, including pension and 401(k) plans. The firm’s investment approach is based on fundamental research of a defined 1,700-stock universe, with selections focused on value and growth attributes for long-term capital growth.

James Campbell III is a CFP® with 21 years of industry experience and has been with Campbell Asset Management, LLC since 2003. He holds a Series 63 license and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, and pension consulting, utilizing fundamental and economic analysis to create customized portfolios aligned with clients' risk tolerance, tax considerations, and income needs.

David Babb is a financial advisor with Stone Bridge Asset Management, LLC in Chattanooga, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Stone Bridge since 2011 and is also a partner in Stone Bridge Capital Group, LLC, the general partner of the Stone Bridge Opportunities Fund. Outside of advisory work, he has a minority ownership interest in a non-investment entity associated with the firm’s office location. Stone Bridge Asset Management serves individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm uses a range of investment vehicles including mutual funds, ETFs, and alternative investments, and acts as both a fund sponsor and adviser to other advisers.

Thomas Francescon Sr. is a financial advisor with Stone Bridge Asset Management, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Stone Bridge Asset Management since 2015 and is also a partner at Stone Bridge Capital Group, LLC, which serves as the general partner of the Stone Bridge Opportunities Fund. Stone Bridge Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm employs a diverse investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and it provides model portfolios and proprietary strategies to other advisers.

Ashley Heck is a financial advisor at Campbell Asset Management, LLC with 11 years of industry experience. She holds a Series 65 designation and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing/401(k) plans, trusts, estates, and charitable organizations. The firm builds customized portfolios through fundamental and economic analysis, offering ongoing portfolio management and pension consulting services.

Colby Kaluzniak is a financial advisor at Acumen 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 Cetera Investment Advisers LLC, George Wealth Management, and several other firms. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach supported by fundamental and macroeconomic analysis and also acts as a private fund sponsor and manager.

Charles Trew is a Series 65-licensed advisor with Bellwether Investment Group, LLC, where he has worked since 2023. He has two years of industry experience and also manages tax preparation and insurance services through Trew Tax & Insurance LLC, as well as bookkeeping and tax services at Trew Income Tax & Bookkeeping Service. Additionally, he is a partner in C&T Investments Partnership LLC, a real estate management business. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies, including equities, bonds, derivatives, and managed programs, and operates across multiple offices with a team of six advisors.