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.

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.

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.

Brandon Akers is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc., and has held roles at Providence Financial and FedEx Ground, where he is involved in human resources. Akers also works as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management, variable annuities, and financial planning. The firm employs asset-class model allocations based on third-party research and offers a range of investment strategies, including Biblical Responsible Investing 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.