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 with Mann Financial Consulting Services in Chattanooga, TN, holding a Series 66 designation and seven years of industry experience. Prior to founding his independent firm in 2022, he worked at Edward Jones and Thrivent Financial. He serves as Secretary of Empowerment Church and holds board positions with Covenant Keypers and Indelible Legacy, Inc. Mann Financial Consulting Services provides advisory services to individuals, charitable organizations, and business entities, offering portfolio management, financial planning, tax preparation, and educational seminars. The firm focuses on non-discretionary portfolio management across various asset classes and integrates multiple analytical methods while routinely providing financial-literacy workshops.

Russell Bigham is a financial advisor with Bigham Wealth Advisory LLC in Chattanooga, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he owns and operates MC Salon Services, an LLC focused on coordinating sales meetings. Bigham Wealth Advisory LLC is an independent firm serving primarily individuals and high-net-worth clients with discretionary asset management, financial planning, and estate-planning services. The firm uses a variety of analysis methods and investment strategies tailored to client objectives, and it offers a performance-based fee option for qualified clients.

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.

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.

Kyle Kelly is a financial advisor with Tarragon Capital, LLC, where he has worked for 14 years. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Tarragon Capital provides portfolio management, financial planning, pension consulting, and retirement plan services for individuals, high net worth investors, and institutional clients. The firm emphasizes absolute-return strategies with active risk management and employs a range of investment techniques, including ETFs, ETNs, individual stocks, and various analytical methods.

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.

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.

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.

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.

Jay Brooks is a financial advisor with Brooks, Moore & Associates, Inc. in Chattanooga, TN, holding 21 years of industry experience. He has been with Brooks, Montague & Associates Inc. since 1986. Brooks, Moore & Associates primarily serves individual and high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, charities, and corporations. The firm manages approximately $314.3 million across about 164 client accounts, offering fee-based, discretionary portfolio management and customized investment advice using a range of strategies tailored to client risk profiles and objectives.

Jacob Higgins is a financial advisor at Campbell Asset Management, LLC in Chattanooga, TN, holding a Series 66 license with two years of industry experience. His prior roles include positions 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 offers customized portfolio management and financial planning, including participant educational workshops and tax-related services, managing approximately $146 million in client assets.

George Bryant is a CFP® professional with 18 years of industry experience. He has worked at Apogee Wealth Partners, LLC since 2021 and previously spent seven years at Barnett and Co Inc. Apogee Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, pension consulting, and financial planning services. The firm conducts public educational workshops and applies both fundamental and quantitative analysis within a long-term investment framework.

Christopher Hopkins is a CFA® charterholder with 18 years of experience in the financial industry. He is currently a financial advisor at Apogee Wealth Partners, LLC, where he has worked since 2021, and previously was with Barnett & Co Inc for 17 years. Apogee Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, pension consulting, and financial planning services. The firm offers educational workshops and seminars at no cost and employs both fundamental and quantitative analysis within a long-term trading framework.

Carter Hansard is a CFP® with 12 years of industry experience, currently serving at Barnett & Co Inc since 2019. His prior roles include positions at Cetera Investment Services LLC, Regions Bank, and Synovus Bank. Barnett & Company is a small advisory firm serving individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a fundamental research process to construct portfolios aimed at long-term appreciation or income, managing both customized accounts and standardized model portfolios through its Griffon Strategies program.