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 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.

Neill Hatcher is a financial advisor with Innovative Advisory Partners, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill Lynch, Purshe Kaplan Sterling Investments, and Summit Financial. Outside of his advisory work, he volunteers with the Alabama Golf Association assisting with golf tournaments, scoring, and rules. Innovative Advisory Partners, LLC serves individuals and high-net-worth clients, focusing on business-minded professionals and intergenerational planning. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing model strategies and a held-away asset aggregation platform to provide comprehensive wealth management and client education.

Ashley Stroud is a CFP® and holds a Series 63 license with four years of industry experience. She is currently with Pathview Wealth Advisors, having joined in 2024, and previously worked at Rowling & Associates LLC and Pure Financial Advisors, Inc. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million, focusing on asset allocation and fundamental analysis through discretionary portfolio management and also offers in-house tax preparation supervised by a licensed CPA.

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.

Logan Wingfield is a financial advisor at Innovative Advisory Partners, LLC with Series 63 and Series 65 licenses. He has recently begun his career in financial services and has prior experience working in public broadcasting, community services, and education. Prosperitus Wealth Advisors serves mass-affluent individuals, business owners, executives, and retirees with comprehensive financial planning and portfolio management. The firm employs a combination of behavioral, charting, cyclical, fundamental, and technical analysis to pursue mostly long-term strategies while allowing for shorter-term trading as appropriate.

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 with Patton Albertson Miller Group, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining PAM Group, he worked at Southport Capital for over two decades. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm that serves affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management with individualized investment policies and offers access to alternative investments and comprehensive planning services.

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.

Colter Parker is a Series 65-licensed financial advisor with Patton Albertson Miller Group, LLC, where he has worked for two years. Prior to joining Patton Albertson Miller Group, he spent three years at Chambliss Bahner and Stopel PC and has experience related to Vanderbilt University Law School and Southport Capital. 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 provides comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments for qualified clients.

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 at Guardian Wealth Management, LLC in Chattanooga, TN, holding the PFS™ designation and with four years of industry experience. She has been with Guardian Wealth Management since 2014. Guardian Wealth Management serves individual and high-net-worth clients through discretionary asset management and comprehensive financial planning. The firm employs Modern Portfolio Theory and efficient-frontier concepts to create diversified portfolios primarily composed of mutual funds and ETFs, while also offering planning services that address investment, retirement, estate, charitable, education, and business-related financial needs.

Robert Kozloski II is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and 26 years of industry experience. He has worked with Evergreen Consulting, Inc. and M. Holdings Securities, Inc. since 2002. Outside of his advisory role, he serves as president of his local homeowners association, overseeing property grounds, maintenance, and related matters. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, financial planning, and retirement plan consulting, combining multiple platforms and third-party sub-advisors to support client portfolios.

Ed McManus is a financial advisor with Silver Oak Securities, Inc. who holds the ChFC® designation and Series 63 license. He has 39 years of industry experience and has operated McManus & Associates since 1978, with additional roles at Family Wealth Advisory and Cuttingedge Advisors. Outside of advisory work, he provides accounting, tax, and non-investment financial counseling through his Family Wealth Advisory business. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, trusts, and estates. The firm offers various advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances.

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.