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.

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®-credentialed financial advisor with 42 years of industry experience. He has been with M Holdings Securities, Inc. since 2001 and is also involved with Evergreen Management and Royal Financial. Outside of his advisory roles, he serves as Vice President of Evergreen Consulting, focusing on the sales of variable insurance and securities, and is engaged in outside insurance sales. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual and corporate clients through a nationwide network of financial professionals. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

John Stophel is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Sowell Management Services, where he has worked since 2017, and has also been associated with Purshe Kaplan Sterling Investments since 2012. His other activities include serving as a trustee for Bryan College, participating in committee reviews of the college's finances and oversight of executive functions. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Bobby Futch is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 14 years of industry experience. He has worked previously at Patton Albertson Miller Group, LLC for nine years and joined Foundations Investment Advisors and Guardian Investment Advisors in 2024. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a range of investment products and a network of affiliated service providers.

Ryan Smith is a financial advisor at CoreCap Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has a background in legal and insurance services, including roles at Next Frontier Estate Planning PLLC and National Insurance Service. Smith also serves as president and attorney at Next Frontier Estate Planning PLLC, an estate planning law firm. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management and financial planning. The firm’s approach is relationship-oriented and typically long-term, with investment strategies involving mutual funds, ETFs, equities, bonds, and selective use of options, alongside oversight of third-party asset managers.

Ricky Hughes is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Impact Partnership Wealth, LLC and has previously worked at American Retirement Institute, EP Cloud d/b/a Hughes Retirement Group, Tri State Education Center, and Retirement Wealth Advisors. Outside of his advisory role, Hughes is involved in insurance sales and facilitates estate planning document services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Jamie Peak is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hughes Retirement Group, Brookstone Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a commissioned notary. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary basis within a wrap-fee platform.

Timothy Mc Dermott is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. He has worked at several firms including Guardian Investment Advisors, AE Wealth Management, and Peak Alpha Wealth Management. Outside his advisory roles, he is involved in insurance sales and financial advisory services through Guardian Investment Advisors, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies with portfolio management, financial planning, retirement-plan support, and sub-advisory services delivered by a large network of investment adviser representatives.

Michael Ledford is a financial advisor with On Investment Management Company in Chattanooga, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Ohio National Financial Services and The O. N. Equity Sales Company since 2014. Outside of his advisory role, he owns and operates Ledford Planning Service, an insurance business specializing in life, health, disability, long-term care, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Joel Cochran is a financial advisor with Wedbush Securities Inc. in Chattanooga, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wedbush Securities since 2018 and previously worked at Avondale Partners from 2015 to 2018. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and registered investment advisory services. The firm combines broker-dealer, capital markets, custody, and clearing functions, supporting a range of managed account solutions and commodities-related prime services.

Matthew Mccoy is a CFP®, CFA®, and ChFC® with 21 years of experience in the financial services industry. He currently serves as an advisor at Sowell Management and has prior experience with Purshe Kaplan Sterling Investments and Concert Wealth Management. In addition to his advisory roles, he works as an independent consultant for Gerson Lehrman Group, providing education on industry topics. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, and consulting services with a diversified approach utilizing mutual funds, ETFs, individual securities, and third-party sub-advisors.

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 with StoneX Advisors Inc. in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with StoneX Advisors since 2016 and concurrently with StoneX Securities since 2015. Outside of her advisory role, she is a partner at Lifescope Financial Advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm employs a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers to implement client portfolios.

John Moore is a financial advisor at M Holdings Securities, Inc. with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with M Holdings since 2001. In addition to his advisory role, Moore serves as Executive Vice President on the board 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. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent firms. The firm offers a range of advisory and sub-advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services.

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.

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.