Daryl Crow is a financial advisor at Haddon Group LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tennessee Valley Authority since 2017 and True North Custom from 2014 to 2017. Haddon Group LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on passive index funds and ETFs combined with fundamental and cyclical analysis to guide asset allocation. The firm offers planning through both project-based engagements and ongoing services, managing approximately $1.4 million in discretionary assets.

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.

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.

Kevin Fuerst is the owner and president of Fuerst Financial Group, Inc. in Chattanooga, TN, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual Securities, Inc., LPL Financial LLC, and National Planning Corporation. He serves on the business advisory board for Lee University and is a board member of a nonprofit that provides musical instruments to inner-city children. Fuerst Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach includes goal-oriented asset allocations using third-party platforms and models, ongoing monitoring, and comprehensive financial and estate planning coordinated with clients’ other advisors.

Victor Boltniew is a financial advisor with Solid Rock Investment Advisory LLC and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Capital Retirement Planning, LLC and Capital Asset Advisory Services, LLC. Boltniew also owns Tennessee Valley Retirement Solutions, an affiliated insurance business where he sells life, health, LTC, annuities, and Medicare supplements. Solid Rock Investment Advisory LLC provides discretionary asset management and financial planning services, primarily serving individuals, high-net-worth individuals, trusts, and estates. The firm employs fundamental analysis and charting in its investment approach, with ongoing portfolio monitoring, rebalancing, and discretionary trading authority under client agreements.

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 with 12 years of industry experience. He has worked at CLP Asset Management, LLC since 2019 and previously spent five years at Great Lakes Advisors, L.L.C. Luff is involved with WatersEdge Management, LLC and CLP Investments, LLC, both of which manage investment vehicles for select clients. CLP Asset Management, LLC is an independent SEC-registered advisory firm serving a concentrated client base of high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on tailored asset-allocation strategies that may include private family-office funds and advanced investment instruments.

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 is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Providence Squared LLC, where he has worked since 2023. Prior to this, he held advisory roles at Guardian Wealth Management, Inc. and HHM Wealth Advisors, LLC. Outside of his advisory work, he provides personal and business consulting under separate agreements. Providence Squared is an independent registered investment adviser serving individuals, families, businesses, trusts, and non-profits with discretionary portfolio management, financial planning, and project-based advisory services. The firm employs a proprietary T Alpha Portfolio strategy within an open‑architecture model, focusing on systematic, repeatable processes designed to reduce downside risk and address behavioral factors affecting investor performance.