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.

James Satterfield is a financial advisor at StoneX Advisors Inc. in Chattanooga, TN, with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes seven years with Cetera Investment Services LLC and Regions Bank before joining StoneX in 2023. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and in-house teams alongside various model-based and third-party investment solutions.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

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.

Sara Di Ruscio is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Dynamic and has previously worked at Bank of America. Her tenure at Dynamic includes roles with both Dynamic Wealth Advisors and Prioritas Financial Advisors. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and support for other advisers through sub-advisory and technology platforms.

Bradley Church is a Series 66-licensed financial advisor with Advisory Services Network in Chattanooga, TN, where he has worked since 2016. He has 25 years of industry experience. Outside of his advisory role, he is involved in providing and selling non-variable insurance products through Private Ridge Risk Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across a range of investment strategies.

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.

John Maloney is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with six years of industry experience. Prior to joining Mercer in 2024, he worked at Fisher Investments for six years and spent time at Daimler Trucks North America and Willamette University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, alongside educational programming and integrated affiliated service lines.

Heather Rogers is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles with Truist Investment Services, Truist Bank, and SunTrust Bank. Prior to her current position, she worked briefly at Thirty One Gifts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by an Equity Research team that employs AI-enabled tools and oversight from an Investment Advisory Group and CIO.

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.

Christopher Gaither is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Freedom Street Partners. Outside of his advisory role, he is an independent contractor with Covenant Wealth Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.

Zachariah Robertson is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. He also has experience in insurance sales through AmeriLife, where he has worked since 2012. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities, utilizing a range of strategic asset-allocation models and investment strategies.

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.

Virginia Owens is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following roles at BB&T Investments and BB&T Securities. Owens serves as treasurer and volunteer for The Ark of Cleveland, a nonprofit animal shelter. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and utilizing AI-enabled research tools to support investment decisions.

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.

James Gioia is a CFP® with 34 years of experience in the financial services industry. He currently works at Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience with LPL Financial, ProNvest, Bank of England, and Ameriprise Financial Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including financial planning and outsourced CIO solutions, employing an open-architecture model that integrates multiple third-party platforms and managers to provide customized portfolio management.