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.

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.

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 at Mann Financial Consulting Services in Chattanooga, TN, with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Thrivent Financial. Mann also serves as Secretary of Empowerment Church and is a board member of Covenant Keypers and Indelible Legacy, Inc. Mann Financial Consulting Services serves individual clients, charitable organizations, and business entities, managing approximately $1.14 million across about 132 accounts. The firm provides financial planning, portfolio management, tax preparation, and educational programs, using a primarily non-discretionary investment approach that incorporates multiple analytical methods.

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.

Russell Bigham is the sole advisor at Bigham Wealth Advisory LLC in Chattanooga, TN, holding a Series 66 designation with 17 years of industry experience. His work history includes prior roles at Woodbury Financial Services and Questar Asset Management. Outside of financial advising, he owns MC Salon Services, an LLC focused on coordinating and overseeing sales meetings. Bigham Wealth Advisory LLC is an independent firm that offers discretionary asset management primarily to individuals and high-net-worth clients, along with financial and basic estate planning services. The firm uses a combination of fundamental, technical, charting, and cyclical analysis methods, managing accounts on a discretionary basis with the option for performance-based fees for qualified clients.

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.

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.

Kyle Kelly is the sole advisor at Tarragon Capital, LLC in Chattanooga, TN, with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Tarragon Capital since 2012. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Tarragon Capital, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, trusts, charitable organizations, and employer-sponsored plans. The firm employs an investment approach focused on absolute-return strategies with active risk management, utilizing ETFs, ETNs, individual stocks, and both long- and short-term trading techniques.

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.

David Wattenbarger is a CFP® with 15 years of industry experience and has been with DRW Financial since 2012. He holds Series 65 and Series 66 licenses and operates as the sole advisor at the independent firm based in Hixson, Tennessee. DRW Financial provides discretionary portfolio management and financial planning to individual and high-net-worth clients as well as other advisers. The firm uses an investment approach that includes the active use of derivatives and options-writing, combining charting, fundamental, and cyclical analysis, and offers financial planning services covering retirement, college funding, tax, debt management, and life insurance education.

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.

Bradley Rooks is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Rooks Wealth Advisors, LLC, where he has worked since 2021, following prior experience at Campbell Rooks Wealth Management, LLC. Rooks Wealth Advisors is a fee-only registered investment adviser managing approximately $69 million for about 60 clients, including individuals, trusts, corporations, and pension/401(k) plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, using a broad investable universe and a tiered planning model.

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.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders and has operated as a sole proprietor providing insurance services. Benson Wealth Management, Inc. offers discretionary asset and portfolio management services primarily to individual clients, using technical and charting analysis and employing strategies that may include options and margin. The firm conducts quarterly account oversight and typically recommends Charles Schwab as custodian while allowing clients to set written restrictions.

Jacob Higgins is a financial advisor at Campbell Asset Management, LLC in Chattanooga, TN, holding a Series 66 license with two years of industry experience. His prior roles include positions at MML Investor Services and MassMutual Life Insurance Company. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning, including participant educational workshops and tax-related services, managing approximately $146 million in client assets.