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.

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 credentials with five years of industry experience. He has been with Citigroup since 2016. 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 across about 330 client relationships, using a blend of fundamental and technical investment approaches, including derivatives and alternative investments, and offers actively monitored and customized portfolios.

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.

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.

William Wood is a CFP® with 29 years of industry experience, currently serving at Apex Strategic Wealth, LLC since 2020. His prior roles include positions at Innovative Advisory Partners, LPL Financial, Franklin Wealth Management, and Solomonwood, LLC. Outside of his advisory work, he serves as a Navy Reserve Officer and is involved in managing a rally sport business. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management on both discretionary and non-discretionary bases. The firm structures advice around client objectives and risk tolerance, utilizing various investment analyses and participating in multiple LPL advisory and wrap-style programs.

Kayla Coyle is a financial advisor at The Patten Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. before joining The Patten Group in 2023. Prior to her financial career, she was employed at Gold's Gym for six years. The Patten Group, Inc. provides investment advisory and wealth management services to a broad range of clients including individuals, high-net-worth families, trusts, and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis with a primarily long-term focus while incorporating tactical trading when appropriate.

Jeffrey Connor is a financial advisor with QM Advisors LLC in Chattanooga, TN, holding a Series 65 designation and six years of industry experience. He has worked at QM Advisors since 2019 and has prior experience with Unum, Aflac, and the City of Chattanooga. In addition to his advisory role, Mr. Connor is a licensed attorney and occasionally provides legal advice to clients. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm provides discretionary and non-discretionary portfolio management using a variety of analytic methods and serves as adviser and general partner to a private hedge fund.

Joshua Cropp is a CFP® professional with 11 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2017. Prior to joining HHM, he worked at UBS from 2014 to 2017. In addition to his advisory role, he works seasonally as a tax preparer with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors provides fee-based investment advisory services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm manages over $1.37 billion in discretionary assets and offers comprehensive financial planning, portfolio management, and retirement plan consulting, supported by an affiliation with an accounting firm.

James Patton is a financial advisor at Patton Albertson Miller Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with the firm since 2006 across its predecessor and current entities. Outside of advising, he serves on the Board of Directors for BD Industrial, Inc., a provider of industrial products and services. 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, employing discretionary portfolio management supported by third-party tools and access to alternative investments for qualified clients.

Christopher Thurman is a CFP® and Series 65-registered advisor with HHM Wealth Advisors, LLC, bringing four years of industry experience. He also serves as a supervisor focused on tax return preparation at Henderson, Hutcherson & McCullough, PLLC, where he has worked for eight years. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm integrates fundamental analysis and diversified investment strategies tailored to client goals and risk tolerance, and maintains ongoing oversight through a weekly investment committee.

Ryan Bennett is a financial advisor at RPG Family Wealth Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Freedom Financial LLC and First Heartland Capital Inc. Outside of his advisory role, he is involved in a hobby business selling trading cards on eBay with his son. RPG Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a blend of individual equities, fixed income, mutual funds, ETFs, and limited partnerships, and incorporates fundamental and technical analysis alongside internal due diligence.

Salvatore Geraci is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with HHM Wealth Advisors, LLC since 2006. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm manages over $1.37 billion in discretionary assets and offers portfolio management, comprehensive financial planning, and retirement plan consulting, with a broad investment approach that includes stocks, bonds, mutual funds, ETFs, options, REITs, and alternative investments.

Christopher Taylor is a CFP® professional with 15 years of industry experience. He is currently with Apex Strategic Wealth, LLC and has previously worked at Innovative Advisory Partners, LLC, SolomonWood Financial Advisors, LPL Financial, and Osaic FA, Inc. Taylor also serves as an agent for fixed insurance products including life, disability, long-term care, and health insurance. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients. The firm uses a disciplined investment approach based on client objectives, risk tolerance, and liquidity needs, offering portfolio management and financial planning alongside participation in multiple LPL advisory and wrap-style programs.

Asa Owens is a CFP® currently with HHM Wealth Advisors, LLC in Chattanooga, TN, where he has worked since 2026. He has prior experience at CAPTrust and Homrich Berg, as well as roles in education at Berry College and Boyd Buchanan High School. HHM Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and other business entities by providing portfolio management, comprehensive financial planning, and employee benefit retirement plan consulting. The firm tailors investment strategies to client goals and risk tolerance, employs a variety of asset classes, and maintains ongoing portfolio oversight through a weekly investment committee.