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® professional with 23 years of experience in the financial services industry. He is currently affiliated with Savvy and Horizon Advisory Group, LLC, and has held previous roles at firms including Commonwealth Financial Network, MML Investors Services, and Merrill. Arrants also maintains an independent insurance agent business in Chattanooga, TN. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans with a primarily index-based, long-term approach, supplemented by active equity portfolios, tax-aware direct indexing, and use of third-party sub-advisers and technology platforms.

Meghan Roach is a CFP® with 19 years of industry experience, currently serving at Truist Advisory Services. She has worked at BB&T Securities, LLC and multiple SunTrust affiliates since 2016. Outside of her financial advisory role, she is the owner of oil and gas leases, receiving royalties without active management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support investment decisions.

Martin Martini is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Truist Advisory Services and its predecessor entities since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and third-party platforms to support its investment and fiduciary services.

Caleb Hodnett is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he has worked at affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Joseph Petty is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Benjamin F. Edwards since 2011, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Petty serves as a trustee for McCallie School in Chattanooga, attending quarterly meetings to discuss the school's direction. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary and third-party strategies.

Lisa Hunter is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Pinnacle Wealth Partners since 2025 and previously at Shieldmaiden Financial. Outside of her advisory role, she is involved in the sales and service of fixed life insurance, annuities, and other insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutions. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Angela Jones is a financial advisor with Truist Advisory Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Truist Investment Services since 2000 and has worked at Trust Advisory Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, using third-party platforms and AI-enabled tools to support investment decisions and manager oversight.

Tammy Vona is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She has worked at Benjamin F. Edwards since 2011 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Tammy holds the Series 63 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and investment management using proprietary and third-party strategies.

Richard Knudson is a financial advisor with Empower Advisory Group in Chattanooga, TN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life, and Advanced Sterilization Products. He has been with Empower Advisory Group since 2026 following work at Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Michael Ozburn is a CFP® with 27 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Ozburn also acts as a divisional manager for Focus Partners Advisor Solutions, LLC, providing business and investment solutions to Buckingham advisors. Focus Advisor Solutions offers turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and provides discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Brendan Hawks is a CFP® professional with seven years of industry experience, currently with Truist Advisory Services. He has been with Truist and its affiliated entities since 2019. In addition to his advisory role, he serves as an adjunct professor at the University of Tennessee at Chattanooga, teaching entry-level personal finance courses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management supported by third-party platforms and uses AI-enabled tools to assist in manager selection and investment oversight.

Herbert Frazier Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and Prudential Insurance Company of America. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisors.

Emmett Law is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at UBS Financial Services and Suntrust Robinson Humphrey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Kayla Fortanel is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Ameriprise and Freedom Planning Partners. Outside of advising, she serves as treasurer for the Chattanooga Medical Group Management Association and is a board member of The Hope House. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Darius Gallaher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing six years of industry experience. He has worked with Bankers Life Securities since 2020 and has been associated with Bankers Life & Casualty since 2017, where he also serves as a unit field trainer. Gallaher is involved in insurance sales and training activities outside of his advisory role. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients' goals and risk tolerances.

Kyle Hodnett is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Kyle also serves as an insurance agent and unit sales manager, where he manages and trains a team of agents and is appointed to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.