HHM Wealth Advisors, LLC

Bailey Howard is a CFP® with three years of industry experience, currently serving at HHM Wealth Advisors, LLC since 2022. Prior to joining HHM, he worked at The Peach Brothers and The Peach Truck. He is also an independent licensed insurance agent and performs seasonal tax preparation with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan consulting, managing over $1.37 billion in discretionary assets as of December 2024.

Robert Mclean is a financial advisor at HHM Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at the University of Tennessee Chattanooga and Clemson University. Outside of advising, he serves as a part-time football and basketball official for NCAA, GHSA, and TSSAA events. HHM Wealth Advisors provides fee-based investment advisory services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages portfolios based on clients’ risk tolerance and goals, offering comprehensive financial planning and retirement plan consulting, with discretionary management of over $1.37 billion in assets.

Jacob Brown is a CFP® professional with six years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2019. His prior work includes roles at Gulchetto Enterprises LLC and Lee University. Outside of his advisory duties, he is a licensed insurance agent and works seasonally as a tax preparer with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm develops individualized investment strategies based on client risk tolerance and goals, managing over $1.37 billion in discretionary assets as of December 2024, and offers comprehensive financial planning along with employee benefit retirement plan consulting.

Joshua Cropp is a CFP® professional with 11 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2017. Prior to joining HHM, he worked at UBS from 2014 to 2017. In addition to his advisory role, he works seasonally as a tax preparer with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors provides fee-based investment advisory services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm manages over $1.37 billion in discretionary assets and offers comprehensive financial planning, portfolio management, and retirement plan consulting, supported by an affiliation with an accounting firm.

Christopher Thurman is a CFP® with three years of industry experience, currently serving as a financial advisor at HHM Wealth Advisors, LLC. He also supervises tax return preparation at Henderson, Hutcherson & McCullough, PLLC. Thurman has been with HHM Wealth Advisors since 2022 and has a background that includes work with Henderson, Hutcherson & McCullough since 2018. HHM Wealth Advisors provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm builds individualized investment strategies based on clients’ risk tolerance and goals, managing over $1.37 billion in discretionary assets and offering a broad range of securities alongside retirement-plan consulting and fiduciary IRA rollover guidance.

Salvatore Geraci is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with HHM Wealth Advisors, LLC since 2006. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm manages over $1.37 billion in discretionary assets and offers portfolio management, comprehensive financial planning, and retirement plan consulting, with a broad investment approach that includes stocks, bonds, mutual funds, ETFs, options, REITs, and alternative investments.

Patrick O'Connor is a CFP® and holds a Series 66 license with 11 years of industry experience. He joined HHM Wealth Advisors, LLC in 2024 after spending nine years at Duncan Williams Asset Management. Outside of his advisory role, O'Connor has served on the boards of several nonprofit arts organizations, including as president of the Germantown Arts Center and as a director of the Children's Museum of Memphis. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, charitable organizations, corporations, and business retirement plans. The firm offers comprehensive financial planning and portfolio management, typically managing accounts on a discretionary basis, and is notable for its affiliation with an accounting firm and its work with retirement plan sponsors and trustees.

Andrew Cook is a CFP® professional with 14 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2012. He is based in Chattanooga, TN. HHM Wealth Advisors provides fee-based investment advisory services to a range of clients including individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm develops personalized investment strategies managed mostly on a discretionary basis and offers comprehensive financial planning, portfolio management, and retirement plan consulting.

Travis Hutchinson is a CFP® professional with 20 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2009. He has prior experience with Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan consulting, managing over $1.37 billion in discretionary assets and maintaining a collaborative relationship with an affiliated accounting firm.

Jones Krogh is a CFP® professional with 12 years of industry experience, currently serving at HHM Wealth Advisors, LLC in Chattanooga, TN. He has worked at Henderson, Hutcherson & McCullough PLLC since 2012 and at Frazier & Deeter, LLC since 2008. In addition to his advisory role, Krogh is a licensed insurance agent and performs seasonal tax preparation as a tax manager at Henderson, Hutcherson & McCullough PLLC. HHM Wealth Advisors, LLC provides fee-based investment advisory services to a diverse client base including individuals, families, trusts, and business retirement plans. The firm manages over $1.37 billion in discretionary assets, offering tailored investment strategies and comprehensive financial planning with an emphasis on fiduciary IRA rollover guidance and retirement-plan consulting.

Evan Seagle is a Series 65 licensed financial advisor with five years of industry experience. He currently works at HHM Wealth Advisors, LLC and previously held roles at BNG Financial Services, LLC, DigiPro Media, LLC, and Indian Bayou Golf Club. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan consulting, managing over $1.37 billion in discretionary assets with a broad range of investment options and a close affiliation with an accounting firm.

John Dunham is a CFP® professional with six years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2019. His prior work includes roles at Henderson Hutcherson & McCullough, PLLC, Amazon, and the University of Tennessee - Chattanooga. He also performs seasonal tax preparation and holds a life insurance license in Tennessee. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan consulting, managing over $1.37 billion in discretionary assets as of year-end 2024, and maintains a notable affiliation with an accounting firm to deliver integrated tax and investment services.