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.

Julie Weddle is a financial advisor with Acumen Wealth Advisors, LLC in Chattanooga, TN. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting for a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and corporations. The firm employs a disciplined investment process with model portfolios overseen by an investment committee and offers management of private pooled vehicles alongside traditional portfolio services.

Robert Pragnell V is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Innovative Advisory Partners, LLC and LPL Financial. Outside of finance, he is also a musician involved with the McGee Pragnell Band. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individuals and institutional clients, offering portfolio management, financial plans, and program-based management primarily through LPL programs. The firm tailors advice to client objectives and risk tolerance using fundamental, technical, and cyclical analysis and participates in multiple LPL advisory and wrap-style programs.

Colter Parker is a financial advisor at Patton Albertson Miller Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Chambliss Bahner and Stopel PC. Patton Albertson Miller Group, LLC is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and offers portfolio management, financial planning, fiduciary services, and limited tax-preparation engagements using a blend of fundamental and technical analysis alongside model-based allocations.

Noah Wood is a financial advisor with Apex Strategic Wealth, LLC in Chattanooga, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Solomonwood LLC and LPL Financial LLC. 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, with investment approaches that incorporate fundamental, technical, and cyclical analysis. The firm participates in multiple LPL advisory programs and offers educational seminars and plan sponsor consulting.

Josiah Mc Daniel is a financial advisor with Apex Strategic Wealth, LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, SolomonWood LLC, Innovative Advisory Partners, and Covenant College. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients. The firm uses a structured investment approach based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis to manage diversified portfolios and offers participation in multiple LPL advisory and wrap-style programs.

John Dunham is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has worked at HHM Wealth Advisors, LLC since 2019 and previously was employed at Amazon and the University of Tennessee - Chattanooga. In addition to his advisory role, he works seasonally as a tax preparer. HHM Wealth Advisors serves individuals, families, trusts, charitable organizations, and businesses, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm tailors investment strategies using fundamental analysis and diversified allocations, operating with a fiduciary approach and maintaining ongoing portfolio monitoring through a weekly investment committee.

Laura Reid is a financial advisor with Guardian Wealth Management, LLC in Chattanooga, TN. She holds the PFS™ designation and has three years of industry experience. Laura has been with Guardian Wealth Management, Inc. for 12 years. Guardian Wealth Management serves individual and high-net-worth clients through discretionary asset management and financial planning, utilizing mutual funds and ETFs in diversified portfolios. The firm applies Modern Portfolio Theory with continuous supervision and periodic rebalancing, and it operates with an integrated advisory model that includes oversight of third-party AI-driven service providers.

Kristin Bell is a CFA® charterholder with seven years of industry experience. She has worked at Simon Quick Advisors, LLC since 2018 and was previously with Southeastern Trust Company from 2015 to 2018. Bell serves on the board and finance committee of the Children’s Advocacy Center of Hamilton County, where she has helped establish an endowment. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a multi-manager investment approach including proprietary private funds and provides integrated tax and back-office solutions.

Christopher Provo is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial LLC before joining The Patriot Financial Group. Outside of advisory work, he serves as a notary and manages bookkeeping for an annual golf tournament. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, offers discretionary management and consulting, and manages approximately $2.4 billion across 37 advisors.

Tyson Asay is a CFP® with 17 years of industry experience, currently with Sound Income Strategies, LLC. His previous roles include positions at Raymond James & Associates, Lincoln Investment, and TD Ameritrade. He is involved with Retirement Income Solutions, LLC, where he participates in fixed insurance sales and client acquisition. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension plans, and other advisors. The firm focuses on fixed-income and income-oriented strategies combined with active portfolio management and also provides insurance planning and educational workshops through affiliated entities.

John Stophel is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Sowell Management Services, where he has worked since 2017, and has also been associated with Purshe Kaplan Sterling Investments since 2012. His other activities include serving as a trustee for Bryan College, participating in committee reviews of the college's finances and oversight of executive functions. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Michael Ledford is a financial advisor with On Investment Management Company in Chattanooga, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Ohio National Financial Services and The O. N. Equity Sales Company since 2014. Outside of his advisory role, he owns and operates Ledford Planning Service, an insurance business specializing in life, health, disability, long-term care, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Joel Cochran is a financial advisor with Wedbush Securities Inc. in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wedbush Securities since 2018 and previously worked at Avondale Partners from 2015 to 2018. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and registered investment advisory services. The firm combines broker-dealer, capital markets, custody, and clearing functions, supporting a range of managed account solutions and commodities-related prime services.

Matthew Mccoy is a CFP®, CFA®, and ChFC® with 21 years of experience in the financial services industry. He currently serves as an advisor at Sowell Management and has prior experience with Purshe Kaplan Sterling Investments and Concert Wealth Management. In addition to his advisory roles, he works as an independent consultant for Gerson Lehrman Group, providing education on industry topics. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, and consulting services with a diversified approach utilizing mutual funds, ETFs, individual securities, and third-party sub-advisors.

Michael Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Covenant Wealth Partners, Integrity Alliance, Lion Street Financial, and FSC Securities Corporation. Webb serves as chairman of the board at Memorial Hospital and is a member of the Rotary Club of Chattanooga and the Better Business Bureau of Southeast Tennessee and Northwest Georgia. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting through a network of independent advisors, employing a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology.

Colton Berger is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has a varied work history across multiple firms including Vario Fund and Qualtrics, with experience spanning different industries over several years. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes third-party money manager selection and oversight, employing both tactical and strategic asset allocation approaches.

Rosemary Myers is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Merrill Lynch from 2010 to 2021, followed by positions at Csenge Advisory Group and Lion Street Financial since 2021, and most recently Integrity Alliance, LLC. She serves as a board member of McCoy Farm and Gardens, assisting with volunteer coordination for this public community space. Csenge Advisory Group provides asset management, financial planning, and retirement plan consulting services to charitable organizations, corporations, business entities, and high-net-worth individuals. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily using mutual funds and ETFs to tailor portfolios according to client goals.

John Mcgirk is a financial advisor with Momentum Independent Network Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with SWS Financial Services since 2008. Outside of his advisory role, he sells insurance products. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through both advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, leveraging third-party managers and affiliated strategies in its platform model.

Berkely Arrants is a CFP® with 22 years of industry experience, currently serving as a financial planner and wealth manager at Savvy. His prior experience includes roles at Horizon Advisory Group, Commonwealth Financial Network, MML Investors Services, and Mass Mutual Life Insurance Company. He is also an independent insurance agent. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies and tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by technology and third-party sub-advisers.