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 at Patton Albertson Miller Group, LLC in Chattanooga, TN, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Southport Capital since 2002. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets, employing a blend of fundamental and technical analysis along with model-based allocations to construct diversified portfolios tailored to clients’ objectives and risk tolerance.

Charles Emanuel is a financial advisor at Apex Strategic Wealth, LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Innovative Advisory Partners, LLC for six years before joining Apex Strategic Wealth in 2020. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individuals, including both non-high-net-worth and high-net-worth clients, as well as institutional and organizational clients. The firm uses fundamental, technical, and cyclical analysis to construct diversified portfolios and participates in multiple LPL advisory and wrap-style programs while offering educational seminars and client workshops.

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.

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 been affiliated with Evergreen Consulting, Inc. and M Holdings Securities since 2002. Outside of his advisory role, he serves as president of the Executive Oaks Homeowners Association, overseeing property grounds and maintenance. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory.

Ed McManus is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked at Cuttingedge Advisors since 2008 and operates Family Wealth Advisory and McManus & Associates, where he provides accounting, tax, non-investment financial counseling, and insurance services. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and integrated financial planning, combining internal and third-party strategies to tailor investment solutions 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.

Shane Neal is a CFP® with 27 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He has been associated with StoneX Securities Inc. since 2012. Neal is also the owner and president of Compass Wealth Management LLC, where he manages daily operations and financial planning activities outside of market hours. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple platforms and third-party managers to implement customized investment strategies.

Rick Hughes is a Series 65-credentialed financial advisor with 10 years of industry experience, currently with Impact Partnership Wealth, LLC. His prior roles include positions at American Retirement Institute, Retirement Wealth Advisors, and Hughes & Associates, LLC. Hughes is president of Hughes Retirement Group, where he sells Medicare and other insurance products, and he facilitates access to estate planning document services. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 89 advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad affiliated-entity ecosystem and a mix of firm-managed, third-party, and advisor-managed models.

Destiny Couter is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth, Couter held roles at Money Mavens, CLN Worldwide, Landrace Bioscience, Steam Logistics, Moccasin Bend Wastewater Treatment Plant, Bluff View Art District, and the University of Tennessee at Chattanooga. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs, with a focus on discretionary account management using proprietary models and third-party managers. The firm offers a range of investment options including ETFs, mutual funds, individual equity managers, and private investments, serving a variety of client types including high-net-worth individuals.

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.