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.

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.

James Campbell III is a CFP® with 22 years of industry experience, serving as an advisor at 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 that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized portfolio management and complementary services such as pension consulting, written financial plans, and subadvisory support, emphasizing diversified investment strategies and participant educational workshops.

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.

Robert Berghel III is a financial advisor with Hunley Wealth Management LLC in Chattanooga, TN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Valic Financial Advisors, Pruco Securities, and Prudential Insurance. He also operates Hunley Insurance LLC, where he is involved in insurance sales and service. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm uses a variety of analytical methods and strategies, routinely accesses institutional platforms and model portfolios, and provides both 3(21) and 3(38) fiduciary services.

Warren Barnett is a CFA® charterholder with 19 years of industry experience. He has worked at Barnett & Co Inc since 1983. Barnett & Company is a small advisory firm serving individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm offers discretionary wealth and asset management, written financial planning, and education-only support for employer-sponsored retirement plans, using a fundamental research process to build portfolios for long-term appreciation or income.

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 serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management, financial planning, pension consulting, and subadvisory services, incorporating diversified investment strategies and participant educational workshops.

Christian Johnson is a Series 65-licensed financial advisor at The Patten Group, Inc. in Chattanooga, TN, with two years of industry experience. He previously worked at Acumen Wealth Advisors and Patten and Patten before joining The Patten Group. The Patten Group, Inc. provides investment advisory and wealth management services to individuals, families, trusts, retirement plans, and various organizations. The firm employs a long-term investment approach combining fundamental, technical, and quantitative analysis, with portfolios typically including equities, fixed income, mutual funds, and ETFs.

James Raper is a PFS™ credentialed advisor with Guardian Wealth Management, LLC in Chattanooga, TN, and has four years of industry experience. Prior to joining Guardian Wealth Management, he worked at Henderson Hutcherson & McCullough CPAs and held roles at Belhaven University, BlueCross BlueShield of Tennessee, and the YMCA of Chattanooga. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning, using portfolios generally composed of mutual funds and exchange-traded funds. The firm applies Modern Portfolio Theory in constructing diversified allocations and offers a combination of advisory services with formal custodial and institutional relationships.

Bailey Howard is a CFP® with four years of industry experience, currently serving at HHM Wealth Advisors, LLC since 2022. Prior to joining HHM, Bailey worked at The Peach Brothers for two years and The Peach Truck for four years. Outside of investment advising, Bailey is an independent licensed insurance agent and performs seasonal tax preparation work with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and other business entities, providing portfolio management, comprehensive financial planning, and employee benefit retirement plan consulting. The firm uses tailored investment strategies based on clients’ risk tolerance and goals and conducts ongoing portfolio monitoring through a weekly investment committee.

John Jones is a CFA® charterholder with two years of industry experience, currently serving as an advisor at The Patten Group, Inc. in Chattanooga, TN. His work history includes roles at Happy Feet International, Veritas International, and the Electric Power Board of Chattanooga. The Patten Group, Inc. provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative models to build customized portfolios tailored to clients’ risk tolerance and objectives, and manages approximately $725 million in assets.

Colby Kaluzniak is a financial advisor with Acumen Wealth Advisors, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Cetera, George Wealth Management, and several other firms. Acumen Wealth Advisors serves individuals, trusts, estates, charitable organizations, corporations, and private investment funds, managing approximately $638 million in regulatory assets. The firm employs a model portfolio approach overseen by an investment committee and offers both discretionary and non-discretionary management, including access to alternative and private investments as well as tax optimization strategies.

Eduardo Palacios III is a CFP® professional with Guardian Wealth Management, LLC in Chattanooga, TN. He has been with the firm since 2016 and has 10 years of industry experience. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning, focusing on diversified portfolios built with mutual funds and ETFs and comprehensive planning services including investment, retirement, estate, charitable, education, and business-related areas. The firm employs Modern Portfolio Theory and emphasizes continuous supervision with periodic portfolio reviews and rebalancing.

Patrick Peters is a financial advisor at Wealth Preservation Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 licenses with 4 years of industry experience. He has been with Citigroup since 2016, totaling 10 years in the financial sector. Wealth Preservation Advisors provides portfolio management, retirement plan consulting, and sub-adviser selection services to individuals, businesses, trusts, estates, and employer retirement plans. The firm manages approximately $591.6 million with a small advisory team and employs a mix of fundamental and technical investment approaches, including the use of derivatives, options strategies, and alternative investments.

Jacob Barber is a financial advisor at Patton Albertson Miller Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at the firm since 2023. His prior work includes roles at Whiskey Cowgirl, State of Confusion, El Metate, and Olive Garden. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, utilizing model allocations and individualized investment policies with access to alternative investments for qualified clients.

Daryl Crow is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Guardian Wealth Management since 2026 and previously spent six years at Haddon Group LLC. His background also includes roles at Tennessee Valley Authority and True North Custom. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning, focusing on diversified portfolios constructed using Modern Portfolio Theory. The firm integrates formal relationships with custodial and institutional providers and employs a distinctive custody model involving client-authorized access to held-away accounts.

Robert Mclean is a Series 65-licensed financial advisor at HHM Wealth Advisors, LLC in Chattanooga, TN, with four years of industry experience. Prior to joining HHM Wealth Advisors in 2022, he worked for six years at the University of Tennessee Chattanooga. He is also a part-time football and basketball official for NCAA, GHSA, and TSSAA. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs fundamental analysis and diversified investment strategies, managing over $1.45 billion in discretionary assets with integrated tax and advisory services.

Reed Walters is a financial advisor at Acumen Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, Nuveen Asset Management, and UBS Financial Services. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and private investment funds. The firm employs a model portfolio approach overseen by an investment committee, offering portfolios that include equities, fixed income, alternative investments, and private securities.

Jacob Brown is a CFP® professional with seven years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2019. Prior to his advisory role, he worked at Lee University for three years. Outside of his advisory work, he is a licensed insurance agent and prepares taxes seasonally at Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and businesses, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs fundamental analysis and diversified portfolios tailored to clients' risk tolerance and goals, managing over $1.45 billion in discretionary assets through a multi-advisor team.