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.

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.

Ryan Bennett is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Freedom Financial LLC, First Heartland Capital Inc, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he operates a hobby business selling trading cards on eBay with his son. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative investments.

Shane Neal is a CFP® with 27 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He has been associated with StoneX Securities Inc. since 2012. Neal is also the owner and president of Compass Wealth Management LLC, where he manages daily operations and financial planning activities outside of market hours. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple platforms and third-party managers to implement customized investment strategies.

Elliott Peigen is a financial advisor at Infinity Financial Services Advisory with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Infinity Financial Services Advisory since 2020 and at Infinity Financial Services since 2016. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life insurance. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, including long- and short-term trading and options, with an advisory platform integrated with affiliated broker-dealer and insurance activities.

Grant Goldberg is a financial advisor with Kingswood Wealth Advisors, LLC in Dalton, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Kingswood, he worked at Dempsey Lord Smith, LLC and has been involved with Medical Business Concepts, Inc., where he consults with doctors on business, bookkeeping, and tax matters. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering a range of portfolio management and consulting services.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Dempsey Lord Smith, LLC. Land is also the founder and owner of Stern Investments, LLC, where he provides financial advisory services. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

John Maloney is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. Before entering the financial sector, he had roles at Daimler Trucks North America and NorthWestern Mutual, and he was affiliated with Willamette University for seven years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Janai Rider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Transamerica, she worked at Bank of America and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed portfolios and non-discretionary guidance, relying on Morningstar Investment Management’s proprietary software and model allocations in delivering its advisory services.

Jeffrey Flowers is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 22 years of industry experience. His work history includes roles at Gwfs Equities, Inc., FTB Advisors, Inc., and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Joseph Parker is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, The Prudential Insurance Company of America, New York Life Insurance Company, and FedEx Ground. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.

Celeste Friend is a CFP® professional with 24 years of experience in financial advising. She is currently with Voya Financial Advisors, Inc., having previously worked at Agia and Valic Financial Advisors. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a variety of adviser-led programs combining model portfolios and manager-driven sleeves, with a focus on both discretionary and non-discretionary investment management.

Blake Kahn is a CFP® with 14 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual Wealth Management Company. MAI Capital Management provides investment management, wealth management, and related services to individuals, families, family offices, sports professionals, and various institutional clients. The firm employs a multi-strategy investment platform that integrates internally managed portfolios, ETFs, option strategies, private investments, and third-party managers, and offers a range of wealth planning and specialized administrative services.

Christopher Parker is a financial advisor with Edward Jones in Ooltewah, TN, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2018, he spent 24 years at Santek Waste Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a nationwide network of more than 23,000 financial advisors.

James Sparks II is a financial advisor with Edward Jones in Ooltewah, TN, holding a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously spent eight years at Browne Laboratories Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide. The firm offers various managed strategies, separately managed accounts, and affiliated investment products while operating under a fiduciary standard.

Cari Weaver is a financial advisor with Edward Jones in Ringgold, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in dental offices and at Remington College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

John Crowley is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2018, previously with TFS Securities, Inc. He is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.

David Conrad is a Series 66-licensed financial advisor with Ameriprise, based in Ooltewah, Tennessee, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is a co-owner of DSPC Real Estate LLC. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bryan Norman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016. In addition to his advisory work, he is an independent insurance agent and is involved in Medicare supplement sales. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

John Nething II is a financial advisor at Edward Jones in Ooltewah, Tennessee, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by ADT Security Services from 2015 to 2018. Outside of advising, he is involved in managing rental property in Chattanooga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm operates a large national network of advisors and branch offices and provides discretionary and non-discretionary strategies under a fiduciary standard.

Jeffrey Hatton is a financial advisor with LPL Financial in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at SunTrust Advisory Services and TVA Federal Credit Union. Outside of his advisory work, he is a licensed fishing guide. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Corey Madding is a CFP®-designated financial advisor with Edward Jones, based in Ooltewah, TN. He has eight years of industry experience, including nine years at Edward Jones and prior work at AT&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Joshua Barnes is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2016, following two years at Bank of America Merchant Services. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management through multiple program strategies and emphasizes manager selection, tax-efficient solutions, and a connection to Bank of America’s broader banking and capital-markets platform.

Lonnie Jones is a CFP® with 25 years of industry experience who has been with Edward Jones since 2000. He holds a Series 63 designation and is based in Ringgold, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Pamela Rivers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial and Tennessee Valley Federal Credit Union since 2017, with a brief period as a stay-at-home mom prior to that. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Samantha Rotter is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 65 designations and has been with Edward Jones since 2019. Her prior experience includes roles at Navy Federal Brokerage Services. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets under management through a extensive network of more than 23,700 advisors and over 15,000 branch offices.

Steven Jones is a CFP®-credentialed financial advisor with Edward Jones, based in Ooltewah, Tennessee. He has 31 years of industry experience and has been with Edward Jones since 1993. Outside of his advisory role, he is involved with Six Zero Pickleball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Dennis Steele Jr. is a financial advisor at Edward Jones with the Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Southern Adventist University for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Walter is a financial advisor with Ameriprise in Dalton, GA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory work, he owns Walt's Woodworking, a small business focused on creating wooden flags and other woodworking projects. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to provide customized recommendations, with an emphasis on assets held in Ameriprise managed accounts.

James Dees is a financial advisor at Genesis Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Genesis Investment Advisors in 2020. His son, Hunter Dees, is a licensed insurance agent with Genesis Insurance Advisors. Genesis Investments provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, qualitative, and technical analysis to guide investment decisions and offers customized asset-allocation strategies, including biblically responsible screening options.

Martin Conley is a financial advisor at Genesis Investments with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years and Premier Surfaces Inc. for three years. Genesis Investments provides comprehensive portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, qualitative, and technical analysis to guide investment decisions and offers services such as retirement plan consulting and biblically responsible investing through a four-advisor team managing approximately $102.6 million in assets.

Melissa Hill is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for over a decade. Genesis Investments offers portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a combination of fundamental, qualitative, and technical analysis to implement asset-allocation strategies and provides retirement plan consulting to employer plan sponsors.

Michele Sloan is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones and Edward Jones Investments. Outside of her advisory role, she serves as a check signer for Southern Sight and Sound. Genesis Investments manages portfolios for individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, qualitative, and technical analysis to guide asset allocation across various securities and provides retirement plan consulting with an option for biblically responsible screening.