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 Series 65-licensed financial advisor with 19 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015. Outside of his advisory role, he serves on the Board of Directors of BD Industrial, Inc., a provider of industrial products and services. Patton Albertson Miller Group, LLC is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside model-based allocations to manage discretionary portfolios totaling approximately $1.54 billion in assets.

Christopher Thurman is a CFP® with three years of industry experience, currently serving as a financial advisor at HHM Wealth Advisors, LLC. He also supervises tax return preparation at Henderson, Hutcherson & McCullough, PLLC. Thurman has been with HHM Wealth Advisors since 2022 and has a background that includes work with Henderson, Hutcherson & McCullough since 2018. HHM Wealth Advisors provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm builds individualized investment strategies based on clients’ risk tolerance and goals, managing over $1.37 billion in discretionary assets and offering a broad range of securities alongside retirement-plan consulting and fiduciary IRA rollover guidance.

Jennifer Morrison is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 65 and Series 66 licenses with four years of industry experience. Her work history includes roles at Regions Bank, ProNvest, Edward Jones, and the Tennessee Valley Authority. Acumen Wealth Advisors, LLC provides asset management, investment consulting, financial planning, and retirement plan consulting services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, corporations, and private investment funds. The firm employs a defined investment process with model portfolios and offers discretionary and non-discretionary management alongside specialized planning and employer services.

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® and Series 66-licensed advisor with 14 years of experience in financial advisory roles. He is currently with Apex Strategic Wealth, LLC, where he has worked since 2020, and he previously held positions at Innovative Advisory Partners, LLC and SolomonWood Financial Advisors. Taylor also has experience in non-variable insurance products, including life, disability, long-term care, and health insurance. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management and financial plans tailored to client objectives and risk tolerance. The firm utilizes a combination of fundamental, technical, and cyclical analysis and participates in multiple LPL advisory and wrap-style programs.

Katherine Staten Sneed is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, with six years of industry experience. She holds the Series 65 designation and has previously worked at New York Life Insurance Company and Il Primo. Acumen Wealth Advisors provides asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and private funds. The firm manages approximately $638 million in assets using model portfolios with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside standalone planning and employer plan services.

Michael Madzin is a financial advisor with Laffer Tengler Investments, Inc. in Chattanooga, TN, holding 19 years of industry experience. He has worked with Laffer Tengler Investments since 2020 and was previously with Laffer Investments from 2006 to 2020. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of strategies across multiple asset classes, including an actively managed equity income ETF.

Kent Mann is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Acumen Wealth Advisors, LLC. He previously worked at The Vanguard Group, Inc. for four years and has held roles at The Mann Group and Run For Your Life. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds with comprehensive portfolio management and financial planning. The firm employs a disciplined investment process centered on long-term, diversified model portfolios and also acts as a private fund sponsor and manager through affiliated real estate pooled vehicles.

Adrienne Zingrich is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with The Patten Group, Inc. since 2014 and previously worked at Ashlee Patten Group, LLC. The Patten Group, Inc. provides investment advisory and wealth management services to individuals, families, trusts, retirement plans, and various organizations. The firm’s investment process combines fundamental, technical, and quantitative analysis with a long-term focus, using portfolios constructed from equities, fixed income, mutual funds, ETFs, and independent managers when appropriate.

Chandler Thurmon is a Series 65-licensed financial advisor at The Patten Group, Inc. in Chattanooga, TN, with six years of industry experience. He has been with The Patten Group since 2018 and previously worked at the University of Tennessee at Chattanooga from 2015 to 2019. The Patten Group, Inc. provides investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a long-term investment approach that combines fundamental, technical, and quantitative analysis, offering customizable portfolios and support for client borrowing arrangements.

Patrick O'Connor is a CFP® and holds a Series 66 license with 11 years of industry experience. He joined HHM Wealth Advisors, LLC in 2024 after spending nine years at Duncan Williams Asset Management. Outside of his advisory role, O'Connor has served on the boards of several nonprofit arts organizations, including as president of the Germantown Arts Center and as a director of the Children's Museum of Memphis. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, charitable organizations, corporations, and business retirement plans. The firm offers comprehensive financial planning and portfolio management, typically managing accounts on a discretionary basis, and is notable for its affiliation with an accounting firm and its work with retirement plan sponsors and trustees.

Shawna Mccoy is a financial advisor at Acumen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Acumen Wealth Advisors since 2020, following two years at Wells Fargo Advisors Financial Network. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated real estate pooled vehicles.

Stefanie Crowe is a CFP® professional with 14 years of industry experience, currently with Equita Financial Network, Inc. since 2020. She previously worked at Stone Bridge Asset Management, LLC from 2016 to 2020. Stefanie is co-founder and general partner of The Jump Fund, an angel capital investment fund focused on female-led ventures in the Southeast. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting services. The firm emphasizes market efficiency and strategic asset allocation, building client-specific investment policy statements and offering discretionary management supported by a network model of independent adviser representatives.

Aon Miller is a CFP® professional with 28 years of experience and a co-advisor at AM Investment Strategies, LLC since 2012. He serves as Vice Chairman of the City of Chattanooga General Pension Plan board and holds board positions with several golf associations and nonprofits, including the Tennessee Golf Association, Southern Golf Association, The Honors Course, and the Cleveland State Community College Foundation. Miller is also a licensed insurance agent. AM Investment Strategies, LLC provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm manages approximately $738 million and employs a fundamental, equity-tilted investment approach tailored to client risk tolerance, utilizing a range of securities and alternative investments.

Laura Owsley is a financial advisor at AM Investment Strategies, LLC with 19 years of industry experience. She holds a Series 66 designation and has been with AM Investment Strategies since 2012. Laura is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis. AM Investment Strategies provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $738 million and employs fundamental analysis and proprietary strategies to build customized, equity-tilted portfolios tailored to client risk tolerance and goals.