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.

Martin Summitt is a financial advisor with Bellwether Investment Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Bellwether since 2008. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies, including equities, ETFs, bonds, independent managers, and managed programs, with tailored monitoring and rebalancing to meet client objectives.

John Lindsey is a financial advisor at Bellwether Investment Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bellwether since 2008. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and willingness to use leverage and structured strategies where appropriate.

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 with Patton Albertson Miller Group, LLC in Chattanooga, TN, holding a Series 65 license and 19 years of industry experience. He has been with the firm and its predecessor entity since 2006. Outside of his advisory role, he serves on the Board of Directors for BD Industrial, Inc., an industrial products and services provider. 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 discretionary portfolio management with client-specific restrictions and access to alternative investments for appropriate 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.

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.

Charles Nicholson is a financial advisor at Innovative Advisory Partners, LLC in Hixson, TN, holding a Series 65 designation. He has recently begun his career in the industry and has worked previously in various roles including positions at Franklin Wealth Management, Southern Automotive Marketing, and First Horizon Bank. Nicholson has also been involved with the University of Tennessee at Chattanooga and Chattanooga NJTL. Innovative Advisory Partners provides comprehensive financial planning and portfolio management services to mass-affluent individuals, business owners, executives, families, and retirees. The firm employs a combination of behavioral, charting, cyclical, fundamental, and technical analysis, focusing primarily on long-term strategies while allowing for shorter-term trading when appropriate.

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.

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.

James Place is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Evergreen Advisors, LLC since 2008. In addition to his advisory role, he is an independent insurance agent and co-hosts a daily financial radio show in Chattanooga, TN. Evergreen Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, managing approximately $465 million in client assets. The firm provides portfolio management, financial planning, and consulting services with an emphasis on long-term investment strategies and client-specific asset allocation models.