John Garmany Jr. is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Apex Strategic Wealth since 2020 and previously held roles with Innovative Advisory Partners and LPL Financial. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients, offering portfolio management, written financial plans, and program-based portfolio solutions. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios tailored to documented client objectives and risk profiles.

Stephen Wilkins is a financial advisor with Patton Albertson Miller Group, LLC, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Fidelity Investments, Apple, Inc., and Vail Resorts. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management using model allocations and offers comprehensive services such as estate and tax planning, risk management, trust and fiduciary services, and business succession support.

Raymond Ryan is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Patten and Patten, Inc. since 1999. He is also an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten, Inc. provides discretionary investment management to individuals, families, high-net-worth clients, trusts, and institutional accounts using a top-down/bottom-up, actively managed core equity approach combined with investment-grade fixed-income portfolios. The firm manages approximately $2.06 billion in assets with a focus on long-term holdings and customized strategic asset allocation.

Andrew Cook is a CFP® professional with 14 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2012. He is based in Chattanooga, TN. HHM Wealth Advisors provides fee-based investment advisory services to a range of clients including individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm develops personalized investment strategies managed mostly on a discretionary basis and offers comprehensive financial planning, portfolio management, and retirement plan consulting.

Frederick Supan is a financial advisor at Patton Albertson Miller Group, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Patton Albertson Miller Group since 2015. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis alongside model-based allocations to build diversified portfolios tailored to client objectives.

Travis Hutchinson is a CFP® with 21 years of industry experience, currently serving at HHM Wealth Advisors, LLC since 2009. He also has a long-term affiliation with Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent for various companies. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental analysis with diversified asset allocations and manages over $1.45 billion in discretionary assets.

Cory Colquette is a financial advisor with Optivise Advisory Services LLC, holding the PFS™ designation and Series 65 license, with 18 years of industry experience. He also operates The Colquette Group, offering life insurance consulting, and provides tax preparation and accounting services as a certified public accountant. Optivise Advisory Services delivers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans, using discretionary model portfolios and a co-advisory program for defined contribution plans. The firm offers ongoing account monitoring and a subscription-based co-advisory service for plan participants, along with compliance and operational consulting services to other advisers.

Mark Fleck is a CFA® charterholder with 11 years of industry experience. He has been with Patten and Patten, Inc. since 2008. In addition to his advisory role, Mr. Fleck serves as an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten, Inc. provides discretionary investment management to individuals, families, high-net-worth clients, trusts, and institutional accounts. The firm employs an actively managed “core” equity approach combined with investment-grade fixed-income portfolios and selective use of ETFs and alternatives, focusing on long-term holdings and customized asset allocation based on client objectives.

Jones Krogh is a CFP® professional with 12 years of industry experience, currently serving at HHM Wealth Advisors, LLC in Chattanooga, TN. He has worked at Henderson, Hutcherson & McCullough PLLC since 2012 and at Frazier & Deeter, LLC since 2008. In addition to his advisory role, Krogh is a licensed insurance agent and performs seasonal tax preparation as a tax manager at Henderson, Hutcherson & McCullough PLLC. HHM Wealth Advisors, LLC provides fee-based investment advisory services to a diverse client base including individuals, families, trusts, and business retirement plans. The firm manages over $1.37 billion in discretionary assets, offering tailored investment strategies and comprehensive financial planning with an emphasis on fiduciary IRA rollover guidance and retirement-plan consulting.

Amy Stone is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Acumen Wealth Advisors, LLC since 2016. Outside of her advisory role, she is also an insurance agent with The ASA Group. 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 private real estate funds.

Gene Rice is a financial advisor at Wealth Preservation Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Preservation Advisors since 2014. In addition to his advisory role, Mr. Rice is a licensed insurance agent and occasionally conducts insurance product sales. Wealth Preservation Advisors serves individuals, businesses, trusts, and employer retirement plans by providing portfolio management, retirement plan consulting, and assistance in selecting sub-advisers. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis, with strategies that include the use of options, margin transactions, and alternative investments.

William Decosimo is a CFA® charterholder with eight years of industry experience. He has been with Patten and Patten, Inc. since 2011. Patten and Patten, Inc. provides discretionary investment management to individuals, families, high-net-worth clients, trusts, and institutional accounts, including pension and profit-sharing plans. The firm employs a top-down/bottom-up, actively managed core equity approach combined with investment-grade fixed income and selective use of ETFs, mutual funds, and liquid alternatives.

Grant Allen is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at The Patten Group, Inc. since 2025 and previously held roles at Acumen Wealth Advisors, LLC, ACA Compliance Group, Blue Cross Blue Shield of Tennessee, Tennessee Valley Federal Credit Union, and Dillards. The Patten Group, Inc. provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and various organizations. The firm uses a combination of fundamental and technical analysis with quantitative models to build customized portfolios tailored to each client’s risk tolerance and objectives.

Jonathan Bednar II is a CFP®-certified financial advisor with 16 years of industry experience, currently with coreVISION Financial Group. He has worked with Paradigm Wealth Partners and Independent Advisor Alliance, and has been associated with LPL Financial since 2009. Bednar is also the author of a forthcoming book titled *What The Wealth?! A Guide to Financial Clarity for Professionals and Families.* coreVISION Financial Group provides discretionary investment management and financial planning for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment approach, integrating fundamental, technical, and cyclical analysis with tactical adjustments, and offers a combination of traditional management and third-party implementation options.

Ashlee Patten is a CFA® charterholder with 11 years of industry experience, currently serving at The Patten Group, Inc. She has been associated with the firm since 2014 and leads the Ashlee Patten Group, LLC. Outside of financial advising, she is involved in agricultural farming as a goat herd caretaker and serves as a trustee and chairperson on standing committees at the University of Chattanooga Foundation. The Patten Group, Inc. provides investment advisory and wealth management services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and quantitative analysis, with portfolios typically composed of equities, fixed income, mutual funds, and ETFs.

Michael Albertson is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding a Series 65 designation with one year of experience at the firm. His prior work includes roles at Xpress Valet, Bluegrass Institute, Atlanta Consulting Group, Bellwether Hospitality, and West Jessamine High School. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a defined-objective, long-term investment approach with diversified model portfolios and also acts as a private fund sponsor and manager, offering advisory services for affiliated private real estate funds.

Nina Strozak is a financial advisor at Wealth Preservation Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealth Preservation Advisors since 2014. Strozak is also a licensed insurance agent and occasionally offers insurance products. Wealth Preservation Advisors provides portfolio management, retirement plan consulting, and sub-adviser selection for individuals, businesses, trusts, and employer retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to implement diversified portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Jerome You is a financial advisor at Acumen Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Saveday, DSQ Technology, and WorkHound. Jerome has been associated with Acumen Wealth Advisors in two separate periods totaling six years. Acumen Wealth Advisors, LLC 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 regulatory assets and uses a defined investment process that includes discretionary and non-discretionary portfolio management, model portfolios, and household-level tax optimization.

James Parker is a financial advisor at Patton Albertson Miller Group, LLC in Chattanooga, TN, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Southport Capital since 2002. Patton Albertson Miller Group 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, employing a blend of fundamental and technical analysis along with model-based allocations to construct diversified portfolios tailored to clients’ objectives and risk tolerance.

Charles Emanuel is a financial advisor at Apex Strategic Wealth, LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Innovative Advisory Partners, LLC for six years before joining Apex Strategic Wealth in 2020. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individuals, including both non-high-net-worth and high-net-worth clients, as well as institutional and organizational clients. The firm uses fundamental, technical, and cyclical analysis to construct diversified portfolios and participates in multiple LPL advisory and wrap-style programs while offering educational seminars and client workshops.