Julie Weddle is a financial advisor with Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Wells Fargo Advisors. Acumen Wealth Advisors provides asset management, investment consulting, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and corporations. The firm employs a model portfolio approach with oversight by an investment committee and manages both discretionary and non-discretionary accounts, including private pooled investment vehicles.

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 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.

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® professional at HHM Wealth Advisors, LLC with seven years of industry experience. He has worked at HHM Wealth Advisors since 2019 and has prior experience at Henderson Hutcherson & McCullough, Amazon, Todd Henon Properties, and the University of Tennessee - Chattanooga. In addition to advising, he works seasonally as a tax preparer. HHM Wealth Advisors serves a broad client base including individuals, families, trusts, and business entities, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs tailored investment strategies across diversified asset classes and maintains an ongoing monitoring process 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. in Chattanooga, TN, holding the ChFC® designation and Series 63 license with 39 years of industry experience. He has been associated with Family Wealth Advisory since 2005 and McManus & Associates since 1978. Outside of investment advisory, he operates Family Wealth Advisory focusing on accounting, tax, and non-investment financial counseling, and he is also involved in life and health insurance sales through McManus & Associates. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, and estates with a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and risk tolerances, combining individualized portfolio management with model-based strategies and emphasizing ongoing monitoring and automated investment processes.

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.

Shane Neal is a CFP® with 28 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. His prior roles include positions at StoneX Securities Inc., International Advisory Consultants Inc., and UBS Financial Services. Neal also owns and operates Compass Wealth Management LLC, managing daily operations and financial planning activities from this office. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, annuity allocation, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs various portfolio strategies and platforms while conducting ongoing due diligence on third-party managers and advisory accounts.

Christopher Provo is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at firms such as Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial. Outside of advisory services, he is also a notary and has bookkeeping responsibilities for a charity golf tournament. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance using a combination of charting, fundamental and technical analysis, and employs a range of investment options from mutual funds and ETFs to private equity and advisory annuity products.

Clayton Davis is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation. He has no prior industry experience before joining the firm in 2026. Davis has also worked in construction and real estate, with roles at HomeRX Construction and Nu Vision Realty. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and other registered advisors. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis to manage portfolios actively, and offers specialized services such as family-office and special-needs planning.

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.

Elliott Peigen is a financial advisor with Infinity Financial Services Advisory, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and with Infinity Financial Services since 2016. Outside of advising, he works as an independent insurance agent specializing in fixed annuities and life insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, adviser selection, and pension consulting through a diverse investment approach that includes both long- and short-term strategies and the use of complex products such as options.

James Graham is a CFP® with 43 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2001. He also has long-standing roles at Evergreen Management, dating back to 1991 and 1992. Graham holds vice president positions in Evergreen Consulting and in outside insurance sales. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and a combination of in-house and third-party portfolio management.

John Stophel is a CFP® and Series 66-registered financial advisor with 27 years of industry experience. He has been with Sowell Management Services since 2017 and previously worked at Purshe Kaplan Sterling Investments and CONCERT Wealth Management, Inc. Outside of his advisory roles, Stophel serves as a trustee at Bryan College, where he participates in financial oversight and governance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a large independent-contractor network, employing multiple management styles and a range of investment vehicles including mutual funds, ETFs, and individual securities.

Grant Goldberg is a financial advisor at Kingswood Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC. Outside of his advisory role, he is involved with Medical Business Concepts, Inc, where he consults with doctors on business and tax matters. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, with a focus on integrating insurance-linked accounts and utilizing both affiliated and unaffiliated third-party managers.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Dempsey Lord Smith, LLC. In addition to his advisory role, he is the founder and owner of Stern Investments, LLC, through which he provides financial planning and wealth management services. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.

Michael Ledford is a ChFC®-credentialed financial advisor with 43 years of industry experience. He is affiliated with ON Investment Management Company and has worked with Ohio National Financial Services and The O. N. Equity Sales Company since 2014. In addition to his advisory work, Ledford owns and operates Ledford Planning Service, an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies across a range of third-party investment programs.