Top values-based investing 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.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.