Christopher Shiflett is a financial advisor at Dalton Wealth Planners with one year of industry experience. He holds a Series 65 designation and has worked previously at North Georgia National Bank and Builtwell Bank. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans through discretionary investment management and financial planning. The firm uses asset-allocation-driven portfolios combining passive and active strategies, with accounts managed primarily on a discretionary basis and reviewed quarterly.

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.

Joshua Voisine is a CFP® professional with 11 years of experience in financial planning and wealth management. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services, Curi Capital, and Ameris Bank Wealth Management. CPC Advisors serves individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with ongoing account monitoring and access to third-party managers and wrap-fee accounts.

Colby Kaluzniak is a financial advisor at Acumen Wealth Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience with firms including Cetera and George Wealth Management. Acumen Wealth Advisors, LLC serves individuals, trusts, estates, charitable organizations, corporations, profit-sharing plans, and private investment funds by providing asset management, financial planning, investment consulting, and retirement plan consulting. The firm manages around $638 million in assets and utilizes model portfolios with tactical adjustments, incorporating a range of investment vehicles and 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 several firms including Principal Street Partners, Bank of America, Merrill, and Nuveen Asset Management. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm manages approximately $638 million in assets, using model portfolios with tactical adjustments and offers both discretionary and non-discretionary management alongside standalone planning and employer plan 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.

David Wolfe is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding a Series 65 credential with three years of industry experience. Prior to joining Acumen Wealth Advisors in 2021, he worked at HHM CPAs for five years. Acumen Wealth Advisors serves individuals—including high-net-worth clients—trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a defined-objective, long-term investment process with diversified model portfolios and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.

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.