Harrison Fisher

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.

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.

Russell Bigham is the principal advisor at Bigham Wealth Advisory LLC in Chattanooga, TN, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of financial advising, he owns MC Salon Services, an LLC involved in coordinating and overseeing sales meetings. Bigham Wealth Advisory LLC provides discretionary asset management, financial planning, and basic estate-planning services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis, incorporating a range of investment strategies including derivatives and options, and employs third-party platforms for portfolio management and rebalancing.

Aaron Westrate is the principal of Westrate Capital Management, Inc. in Signal Mountain, TN, with 22 years of industry experience. He holds the Series 66 designation and has led his independent firm since 2008. Westrate Capital Management provides discretionary asset management and financial planning to individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm emphasizes diversified, tax-efficient portfolios tailored to clients’ goals and risk tolerance, using low-cost, no-load funds and offering flexible planning and consulting services.