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.

Bret Robertson is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal of Glean Financial, Inc. in Chattanooga, TN, and has prior experience at firms including Gradient Advisors LLC and Western Asset. In addition to his advisory role, he works as an independent insurance agent. Glean Financial, Inc. provides discretionary and non-discretionary asset management and financial planning services to individual investors and small business owners. The firm combines fundamental analysis with Modern Portfolio Theory, using customized asset allocation and model portfolios, and may employ third-party managers to implement strategies across various investment instruments.

Kevin Laman is the sole advisor at Lattice Wealth Advisors, an independent firm based in Chattanooga, TN. He holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Innovative Advisory Partners, LPL Financial, Franklin Wealth Management, and Solomonwood Financial Advisors. Lattice Wealth Advisors provides individualized portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and small businesses. The firm combines fundamental security analysis with passive, asset-class-based portfolio construction, using index mutual funds and ETFs alongside tailored security selection, and offers discretionary management and ongoing client reporting.

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David Hodges is a CFP® professional with 17 years of industry experience, currently serving at Integra Wealth since 2009. Based in Chattanooga, TN, he works at a firm specializing in discretionary portfolio management and financial planning for individuals, trusts, estates, and employer-sponsored retirement plans. Integra Wealth provides investment management through growth, balanced, or conservative strategies using domestic and international mutual funds and ETFs, guided by modern portfolio theory and multi-factor models. The firm also offers ERISA fiduciary services and manages held-away retirement accounts via a third-party platform, supporting approximately 200 client relationships with institutional custodial and operational services.

Frenise Mann is a financial advisor with Mann Financial Consulting Services in Chattanooga, TN, holding a Series 66 designation and seven years of industry experience. Prior to founding his independent firm in 2022, he worked at Edward Jones and Thrivent Financial. He serves as Secretary of Empowerment Church and holds board positions with Covenant Keypers and Indelible Legacy, Inc. Mann Financial Consulting Services provides advisory services to individuals, charitable organizations, and business entities, offering portfolio management, financial planning, tax preparation, and educational seminars. The firm focuses on non-discretionary portfolio management across various asset classes and integrates multiple analytical methods while routinely providing financial-literacy workshops.

Tague Goodhue is a CFA® charterholder with 10 years of industry experience. He has been with Pantheon Investments, LLC since 1999. Pantheon Investments, LLC provides advisory and consulting services exclusively to accredited investors, focusing on alternative investments such as hedge funds, private equity, and venture capital partnerships. The firm employs a combination of fundamental, technical, cyclical, quantitative, qualitative, and economic analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerances.

Kevin Lao is a financial advisor at Imagine Financial Security LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. Kevin has also operated as a sole proprietor. Imagine Financial Security LLC is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals. The firm provides discretionary asset management and financial planning services, emphasizing client education through public seminars and workshops while tailoring investment strategies to each client’s objectives.

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.

Lydia Burroughs is a financial advisor at Capital Advisors Wealth Management, LLC with 14 years of industry experience and a Series 65 designation. She has been with Capital Advisors since 2011 and has a background that includes work at Intuit, Inc. in the TurboTax division. Capital Advisors Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a comprehensive investment approach combining charting, fundamental, technical, and cyclical analysis, managing client accounts on a discretionary basis with documented risk tolerances.

Jay Brooks is a financial advisor with Brooks, Moore & Associates, Inc. in Chattanooga, TN, holding 21 years of industry experience. He has been with Brooks, Montague & Associates Inc. since 1986. Brooks, Moore & Associates primarily serves individual and high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, charities, and corporations. The firm manages approximately $314.3 million across about 164 client accounts, offering fee-based, discretionary portfolio management and customized investment advice using a range of strategies tailored to client risk profiles and objectives.

George Bryant is a CFP® professional with 18 years of industry experience. He has worked at Apogee Wealth Partners, LLC since 2021 and previously spent seven years at Barnett and Co Inc. Apogee Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, pension consulting, and financial planning services. The firm conducts public educational workshops and applies both fundamental and quantitative analysis within a long-term investment framework.

Christopher Hopkins is a CFA® charterholder with 18 years of experience in the financial industry. He is currently a financial advisor at Apogee Wealth Partners, LLC, where he has worked since 2021, and previously was with Barnett & Co Inc for 17 years. Apogee Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, pension consulting, and financial planning services. The firm offers educational workshops and seminars at no cost and employs both fundamental and quantitative analysis within a long-term trading framework.

Carter Hansard is a CFP® with 12 years of industry experience, currently serving at Barnett & Co Inc since 2019. His prior roles include positions at Cetera Investment Services LLC, Regions Bank, and Synovus Bank. Barnett & Company is a small advisory firm serving individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a fundamental research process to construct portfolios aimed at long-term appreciation or income, managing both customized accounts and standardized model portfolios through its Griffon Strategies program.

Clinton Kilgore is a financial advisor at Ethos Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at March Capital Corp, Bank of America, Merrill, and Gavin de Becker & Associates. Kilgore is also managing partner at Ethos Wealth Management, LLC, where he provides financial planning and portfolio management. Ethos Private Wealth offers discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically with a $1 million minimum. The firm uses third-party macroeconomic research and internal due diligence to create diversified asset allocations and provides services including IRA rollover advice and financial planning.

Jay Brooks Jr. is a financial advisor with Brooks, Moore & Associates, Inc. in Chattanooga, TN, holding a Series 65 designation and eight years of industry experience. He previously worked at Woodlands Enterprises, Inc. from 2016 to 2018 before joining his current firm. Brooks, Moore & Associates serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate accounts. The firm offers fee-based, discretionary portfolio management and customized investment advice across a broad range of securities with an emphasis on tailored asset allocation, ongoing monitoring, and documented investment restrictions.

Stephen Burroughs is a financial advisor with Capital Advisors Wealth Management, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Burroughs has been with Capital Advisors since 1989 and with Capital Advisors Wealth Management since 2011. He is also an independent insurance agent for various companies. Capital Advisors Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages assets directly using a combination of charting, fundamental, technical, and cyclical analysis, and employs active strategies such as short sales, margin, and options writing.

Richard Moore is a financial advisor at Brooks, Moore & Associates, Inc. with 21 years of industry experience. He holds the Series 63 designation and has been with Brooks, Montague & Associates Inc. since 1995. Brooks, Moore & Associates is a registered investment adviser serving individual and high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, charities, and corporations. The firm manages approximately $314 million across about 164 accounts and offers fee-based, discretionary portfolio management with customized investment advice tailored to clients’ risk profiles and objectives.

Robert Berghel III is a financial advisor with Hunley Wealth Management LLC in Chattanooga, TN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Valic Financial Advisors, Pruco Securities, and Prudential Insurance. He also operates Hunley Insurance LLC, where he is involved in insurance sales and service. Hunley Wealth Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm uses a variety of analytical methods and strategies, routinely accesses institutional platforms and model portfolios, and provides both 3(21) and 3(38) fiduciary services.

Warren Barnett is a CFA® charterholder with 19 years of industry experience. He has worked at Barnett & Co Inc since 1983. Barnett & Company is a small advisory firm serving individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm offers discretionary wealth and asset management, written financial planning, and education-only support for employer-sponsored retirement plans, using a fundamental research process to build portfolios for long-term appreciation or income.