Sheila Brooks is a financial advisor at SouthBridge Capital Partners LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at The Leaders Group Inc, Union Financial, Principal Life Insurance Company, Principal Securities Incorporated, and Axa Advisors, LLC. In addition to her advisory role, she maintains activities as an independent insurance agent. SouthBridge Capital Partners provides investment advisory and portfolio management services to individuals, families, estates, trusts, and retirement plans. The firm manages assets primarily on a non-discretionary basis, using diversified allocation strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

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, holding a Series 66 designation and 10 years of industry experience. His career includes roles at firms such as Valic Financial Advisors and Prudential Insurance Company of America. He also operates Hunley Insurance LLC, where he engages in insurance sales and service. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management, financial planning, and ERISA plan services. The firm employs a variety of analytical methods and strategies, uses institutional platforms, and offers both 3(21) and 3(38) ERISA 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.

John Corey is a financial advisor at SouthBridge Capital Partners LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Thurston Springer Financial, Principal Life Insurance Company, and M Holding Securities. In addition to advisory services, he is licensed as an insurance agent focusing on fixed annuities and various insurance products. SouthBridge Capital Partners provides investment advisory and portfolio management services primarily on a non-discretionary basis to individuals, families, estates, trusts, and retirement plans. The firm utilizes diversified allocation strategies and a combination of fundamental, technical, quantitative, and qualitative analyses, serving a small client base with a focus on personalized portfolio recommendations.

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 financial advisor at Guardian Wealth Management, LLC in Chattanooga, TN, holding the PFS™ designation with three years of industry experience. His prior work includes roles at Henderson Hutcherson & McCullough CPAs, 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, applying Modern Portfolio Theory to construct diversified portfolios and offering services that cover investment, retirement, estate, charitable, education, and business-focused planning. The firm is noted for its part-ownership by a CPA firm, use of institutional custodial platforms, and integration of artificial intelligence oversight with business advisory capabilities.

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 at Acumen Wealth Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Cetera and George Wealth Management. Acumen Wealth Advisors provides asset management, financial planning, and retirement consulting services to individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm uses a model portfolio approach with oversight from an investment committee and offers both discretionary and non-discretionary management.

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.

Jacob Barber is a financial advisor with Patton Albertson Miller Group, LLC, holding a Series 65 designation. He joined the firm in 2023 and has prior experience in various roles outside the financial industry, including positions at Whiskey Cowgirl, State of Confusion, El Metate, and Olive Garden. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis along with model-based allocations to construct diversified portfolios tailored to client objectives.

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 65 and Series 63 licenses and has worked previously at Principal Street Partners, Bank of America, Merrill, RW Consulting, Nuveen Asset Management, and Tradewinds Global Investors. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, profit-sharing plans, and private investment funds. The firm manages approximately $638 million in assets and employs a disciplined investment process centered on long-term asset allocation, model portfolios, and quarterly research reviews.

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.