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® professional affiliated with CoreVision Financial Group, bringing 16 years of industry experience. He has worked at Paradigm Wealth Partners and Independent Advisor Alliance and maintains a role at LPL Financial. 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 offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach with tactical adjustments, utilizing low-cost mutual funds, ETFs, individual securities, and options, and manages over $1 billion in discretionary assets.

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.

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.

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.

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.