A. Ronald Koplan is a financial advisor with Koplan & Associates in Chattanooga, TN, holding a Series 65 designation and 18 years of industry experience. He has been with Koplan & Associates since 2008 and also provides Certified Public Accounting services through the same practice. Koplan is involved in managing office space rentals through R & A Properties, LLC. Koplan & Associates advises individuals, trusts, and business entities, offering discretionary portfolio management alongside related planning services. The firm integrates accounting services with investment advisory, conducts educational seminars at no cost, and manages client portfolios using various models and third-party managers.

Victor Boltniew is the principal of Solid Rock Investment Advisory LLC in Cleveland, Tennessee, holding a Series 65 license with 18 years of industry experience. He has previously worked at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC, and maintains an ongoing role with Tennessee Valley Retirement Solutions, where he is involved in insurance product sales. Solid Rock Investment Advisory LLC is an independent advisory firm providing discretionary asset management along with financial planning and consultation services. The firm employs a client-driven investment approach combining fundamental analysis and charting, offering tailored portfolio management reviewed at least quarterly.

Richard De Witt is a financial advisor with Rich DeWitt Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before founding his own firm in 2024. Rich DeWitt Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental, technical, quantitative, and qualitative analysis, and offers services that include insurance products alongside broader business-oriented planning and ERISA retirement plan consulting.

Joshua Luff is a CFA® charterholder and principal of CLP Asset Management, LLC with 12 years of industry experience. He worked at Great Lakes Advisors, L.L.C. for five years before founding CLP Asset Management in 2019. Outside of his advisory role, he is involved with WatersEdge Management, LLC and CLP Investments, LLC, serving as a partial owner and managing investment vehicles for select clients. CLP Asset Management provides wealth management services primarily to high-net-worth individuals through discretionary and non-discretionary accounts. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, while also managing private funds and family-office investments.

Alistair Huong is a ChFC® credentialed financial advisor with AdventEdge Financial, LLC, bringing four years of industry experience. He has been with AdventEdge Financial since 2021 and serves as the Executive Director of AudioVerse, a nonprofit organization, a role he has held since 2012. AdventEdge Financial provides investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements alongside traditional advisory services.

Robert Glasgow III is a financial advisor at Providence Squared LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Guardian Wealth Management, Inc. Glasgow also provides personal and business consulting outside of his investment advisory role. Providence Squared LLC offers discretionary investment management and financial planning services to individuals, families, businesses, family offices, trusts, estates, and charitable organizations. The firm’s investment approach centers on a proprietary T Alpha Portfolio that integrates multiple strategies to seek alpha while prioritizing downside mitigation, and it also provides project-based advisory engagements and additional non-investment services.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. in Ooltewah, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders for four years and has operated as a sole proprietor since 2023, engaging in insurance activities as well. Benson Wealth Management provides discretionary asset and portfolio management services primarily to individual clients, managing approximately $125 million across 308 accounts. The firm employs a discretionary investment process that combines technical and charting analysis with traditional asset-allocation strategies.

Barrett Benson is a financial advisor at Benson Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Infinity Financial Services and his own sole proprietorship. Benson Wealth Management, Inc. provides discretionary asset and portfolio management primarily for individual clients. The firm employs a discretionary investment process combining technical and charting analysis with conventional asset allocation and manages approximately $125 million across about 308 accounts.

John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.

Kevin Fuerst is the owner and president of Fuerst Financial Group, Inc. in Chattanooga, TN, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual Securities, Inc., LPL Financial LLC, and National Planning Corporation. He serves on the business advisory board for Lee University and is a board member of a nonprofit that provides musical instruments to inner-city children. Fuerst Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach includes goal-oriented asset allocations using third-party platforms and models, ongoing monitoring, and comprehensive financial and estate planning coordinated with clients’ other advisors.

Steven Fuerst is a financial advisor at Fuerst Financial Group, Inc. in Chattanooga, TN, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, Mutual Securities, LPL Financial, and National Planning Corporation. Fuerst Financial Group provides investment management, financial planning, estate and legacy planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, foundations, and charitable organizations. The firm manages both discretionary and non-discretionary accounts using a mix of fundamental and technical analysis and supports donor-advised fund accounts while coordinating planning with clients’ other advisors.

Ryan Bennett is a financial advisor at RPG Family Wealth Advisory, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Freedom Financial LLC and First Heartland Capital Inc. Outside of his advisory role, he is involved in a hobby business selling trading cards on eBay with his son. RPG Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a blend of individual equities, fixed income, mutual funds, ETFs, and limited partnerships, and incorporates fundamental and technical analysis alongside internal due diligence.

James Place is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Evergreen Advisors, LLC since 2008. In addition to his advisory role, he is an independent insurance agent and co-hosts a daily financial radio show in Chattanooga, TN. Evergreen Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, managing approximately $465 million in client assets. The firm provides portfolio management, financial planning, and consulting services with an emphasis on long-term investment strategies and client-specific asset allocation models.

Donald Vanlandingham Jr. is a PFS™ credentialed advisor with 24 years of industry experience. He has been with Guardian Wealth Management, Inc. since 1997. Outside of advising, he is an investment partner and owner of a commercial office building in Chattanooga, TN. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning, using diversified portfolios generally built with mutual funds and ETFs. The firm applies Modern Portfolio Theory and efficient-frontier concepts while providing tailored advice across investment, retirement, estate, charitable, education, and business-focused planning areas.

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.

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., holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including previous roles at Cuttingedge Advisors and operating Family Wealth Advisory since 2005 as well as McManus & Associates since 1978. Outside of investment advising, he is involved in accounting, tax, and non-investment financial counseling through Family Wealth Advisory and is a licensed insurance agent specializing in life and health insurance. Silver Oak Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs with a primarily discretionary, customized investment approach tailored to client objectives and risk tolerances.

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.

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.

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.