CFP®-certified financial advisors in Chattanooga, TN

Carrie Turcotte is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial since 2021. She previously worked at Wells Fargo Advisors from 2015 to 2021. Turcotte is associated with Crest Financial Strategies, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

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.

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.

David Keith is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Outside of his advisory role, he performs as a musician with the Creative Arts Guild community orchestra twice per year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.