George Bryant is a CFP® with 18 years of industry experience. He has worked at Apogee Wealth Partners, LLC since 2021 and spent seven years at Barnett and Co Inc prior to that. George holds a Series 63 license and is based in Chattanooga, TN. Apogee Wealth Partners is a small advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a client-specific investment process combining fundamental and quantitative analysis with a long-term trading approach and offers educational workshops and seminars for clients and prospects.

Christopher Hopkins is a CFA® charterholder with 18 years of industry experience. He has been with Apogee Wealth Partners, LLC since 2021, including a prior 17-year tenure at Barnett & Co Inc. Hopkins holds Series 63 and Series 65 licenses. Apogee Wealth Partners is a small advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a client-specific investment process blending fundamental and quantitative analysis with a long-term trading approach, offering educational workshops and seminars alongside portfolio management, financial planning, and pension consulting.

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.

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.

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.

Clinton Kilgore is a financial advisor at Ethos Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at March Capital Corp, Bank of America, Merrill, and Gavin de Becker & Associates. Kilgore is also managing partner at Ethos Wealth Management, LLC, where he provides financial planning and portfolio management. Ethos Private Wealth offers discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically with a $1 million minimum. The firm uses third-party macroeconomic research and internal due diligence to create diversified asset allocations and provides services including IRA rollover advice and financial planning.

Kevin Fuerst is the owner and president of Fuerst Financial Group, Inc. in Chattanooga, TN, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual Securities, Inc., LPL Financial LLC, and National Planning Corporation. He serves on the business advisory board for Lee University and is a board member of a nonprofit that provides musical instruments to inner-city children. Fuerst Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach includes goal-oriented asset allocations using third-party platforms and models, ongoing monitoring, and comprehensive financial and estate planning coordinated with clients’ other advisors.

Erik Boehm is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Stone Bridge Asset Management, LLC since 2011. He is also a partner at Stone Bridge Capital Group, LLC, which acts as the general partner for the Stone Bridge Opportunities Fund. Additionally, Boehm has a non-investment business interest as a 50% owner of B&B Walnut Hill Partnership. 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 diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and also provides third-party model portfolios and a proprietary volatility-based strategy.

Stephen Burroughs is a financial advisor with Capital Advisors Wealth Management, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Burroughs has been with Capital Advisors since 1989 and with Capital Advisors Wealth Management since 2011. He is also an independent insurance agent for various companies. 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 manages assets directly using a combination of charting, fundamental, technical, and cyclical analysis, and employs active strategies such as short sales, margin, and options writing.

William White is a financial advisor at Rooks Wealth Advisors, LLC in Chattanooga, TN, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Rooks Wealth Advisors, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has experience working with Door Dash and at the Chattanooga Golf and Country Club. Rooks Wealth Advisors is a fee-only registered investment adviser managing approximately $69 million for around 60 clients, including individuals, trusts, corporations, and pension/401(k) plans. The firm provides discretionary investment management, financial planning, and retirement plan advisory services, developing portfolios tailored to clients’ goals and risk tolerance across a broad investable universe.

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.

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.

Steven Fuerst is a financial advisor at Fuerst Financial Group, Inc. in Chattanooga, TN, holding Series 63 and Series 66 registrations with 13 years of industry experience. His prior work includes roles at Bank of America, Merrill, Mutual Securities, LPL Financial, and National Planning Corporation. Fuerst Financial Group provides investment management, financial planning, estate and legacy planning, and retirement plan consulting for individuals, high-net-worth clients, employee-sponsored plans, trusts, foundations, and charitable organizations. The firm manages both discretionary and non-discretionary accounts using third-party platforms and models, coordinates with clients’ other advisors, and conducts educational seminars and workshops.

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.