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.

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.

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.

Ryan Smith is a financial advisor at CoreCap Advisors with one year of industry experience. He holds the Series 63 and Series 65 licenses. Ryan also serves as President and Attorney at Next Frontier Estate Planning PLLC, an estate planning law firm, and holds leadership roles in insurance services, including Vice President at National Insurance Services. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds, with oversight of sub-advisors and a range of affiliated financial services.

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.

Joel Cochran is a financial advisor with Wedbush Securities Inc. in Chattanooga, TN, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has worked at Wedbush Securities since 2018 and previously spent three years with Avondale Partners. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Matthew Mccoy is a CFP®, CFA®, and ChFC® with 21 years of industry experience. He has been with Sowell Financial Services since 2016 and also has prior experience at Purshe Kaplan Sterling Investments and Concert Wealth Management. Outside of his financial advisory work, he serves as an independent consultant providing education on industry topics through Gerson Lehrman Group. 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, employing multiple management styles and utilizing model portfolios and sub-advisory relationships to serve a diverse client base.

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.

Debra Howard is a financial advisor at StoneX Advisors Inc. with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Advisors and StoneX Securities since 2015, with prior experience at LPL Financial and Morgan Keegan & Company. Outside of advising, she serves as a notary, performing signature notarizations as needed. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a variety of advisory platforms and model solutions, supporting multiple account structures and client-imposed investment restrictions.

John Moore is a financial advisor with M HOLDINGS SECURITIES, Inc. in Chattanooga, TN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with M HOLDINGS SECURITIES, Inc. for 25 years and also serves as Director at Evergreen Consulting, Inc., where he focuses on pension and executive benefits. Outside of his advisory work, Moore serves as Executive Vice President of the Tennessee State Soccer Association and as Senior Vice Commander of the Military Order of The Loyal Legion of the U.S. M HOLDINGS SECURITIES, Inc. 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 comprehensive range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and a mix of in-house and third-party portfolio management.

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.

Roger Davis is a financial advisor at Sound Income Strategies, LLC with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Concourse Financial Group Securities and Lincoln Financial Securities Corporation. Outside of his advisory work, he serves as chairperson of the board for the nonprofit Volunteers in Medicine and is a member of the school board for Silverdale Baptist Academy. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocation to third-party managers.

Rae Haulk Davis is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 designations and over 31 years of industry experience. Her career includes roles at multiple firms and dba entities, including Davis Wealth Partners and Concourse Financial Group Securities. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services such as financial planning, ERISA plan management, and ETF sub-advisory.