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.

Donald Vanlandingham Jr. is a PFS™ credentialed advisor with 24 years of industry experience. He has been with Guardian Wealth Management, Inc. since 1997. Outside of advising, he is an investment partner and owner of a commercial office building in Chattanooga, TN. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning, using diversified portfolios generally built with mutual funds and ETFs. The firm applies Modern Portfolio Theory and efficient-frontier concepts while providing tailored advice across investment, retirement, estate, charitable, education, and business-focused planning areas.

Frederick Supan is a financial advisor with Patton Albertson Miller Group, LLC in Chattanooga, TN, holding a Series 65 credential and 13 years of industry experience. He has been with the Patton Albertson Miller Group since 2015, following two years at Patton Albertson & Miller LLC. 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 offers discretionary portfolio management with access to alternative investments and comprehensive services including trust and fiduciary services, cash-flow and tax planning, and project-based consulting such as business succession and real estate transaction support.

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, and has 18 years of industry experience. He has worked at several firms including Southbridge Advisors, The Colquette Group, and Integra Wealth. In addition to his advisory role, he operates a sole proprietorship providing life insurance consulting and offers tax preparation and accounting services as a CPA. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, institutions, and retirement plans. The firm delivers investment advice through discretionary model portfolios and offers specialized co-advisory services for employer-sponsored defined contribution plans.

Mark Fleck is a CFA® charterholder with 11 years of industry experience and has been with Patten and Patten, Inc. since 2008. He is based in Chattanooga, TN, and serves as an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten provides discretionary investment management to a diverse client base including individuals, families, retirement plans, trusts, and institutional accounts. The firm follows an active, valuation-driven investment process focused on large- and mid-cap equities and investment-grade fixed income, typically maintaining 30–40 equity positions to limit concentration.

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.

Allen Petway Jr. is a CFP® professional with over 43 years of industry experience. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services and LPL Financial. He also serves on the Finance and Investment Committee of the First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with a focus on long-term holdings.

William Decosimo is a CFA® charterholder with nine years of industry experience. He has worked at Patten and Patten, Inc. since 2011. Patten and Patten provides discretionary investment management to individuals, families, retirement plans, trusts, family partnerships, endowments, foundations, and other institutional accounts. The firm employs an active, valuation-driven investment approach focused on large- and mid-cap equities and investment-grade fixed income, typically managing 30–40 equity positions with low turnover.

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.

Ashlee Patten is a CFA® charterholder with 12 years of industry experience. She has worked at The Patten Group, Inc. since 2014, including time operating the Ashlee Patten Group, LLC. Outside of her advisory role, she serves as a trustee and chairperson on standing committees for the University of Chattanooga Foundation and is involved in agricultural farming and timberland management through family-related business activities. The Patten Group, Inc. provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including high-net-worth individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis with quantitative models to create customized portfolios tailored to client objectives, and it is among few comparable firms offering client borrowing features on separately managed accounts.

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.

Michael O’Donnell is a CFP® with 19 years of industry experience and has been with Evergreen Advisors, LLC since 2008. He holds a Series 65 license and is based in Chattanooga, TN. Evergreen Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm uses risk-based asset allocation, fundamental analysis, and a long-term purchase approach with tactical adjustments to implement client strategies, managing over $520 million in assets with a team of two advisors.

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 with Patton Albertson Miller Group, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 19 years at Southport Capital. 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 such as investment management, financial planning, trust and fiduciary services, and uses model allocations alongside individualized investment policies.

Charles Emanuel is a financial advisor at Apex Strategic Wealth, LLC in Chattanooga, TN, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Innovative Advisory Partners, LLC, Barnett & Co Inc, and Morgan Keegan & Company, LLC. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, using a range of investment strategies including equities, fixed income, options, and alternative investments. The firm structures advice based on client objectives and risk tolerance and participates in multiple LPL advisory and wrap-style programs, offering portfolio management and educational seminars.

Marinus Veltenaar is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with Acumen Wealth Advisors, LLC since 2016. Outside of his advisory role, he serves as an insurance agent with The ASA Group. Acumen Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and private investment funds. The firm uses a disciplined investment process with diversified model portfolios and also acts as a private fund sponsor and manager, offering services that include advisory support for private real estate pooled vehicles.