Arnold Abel Jr.

Larry Grogan is the principal of GROGAN Advisory Services, LLC, an independent advisory firm based in Johnson City, TN. He holds the Series 66 designation and has 26 years of industry experience, including 23 years with his current firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm provides wealth management services with a conservative investment approach, utilizing fundamental analysis and third-party research, and coordinates with specialist managers for alternative investments when appropriate.

Dirk Crandell is the managing member of Crandell Financial Planning, LLC, an independent advisory firm based in Bristol, TN. He holds the CFP® designation and Series 66 registration, with 22 years of industry experience. Prior to founding his firm in 2002, he worked at Light Milling Company, Inc. for 34 years. In addition to his advisory role, he is a licensed independent health and life insurance agent focusing on Medicare supplement insurance, life insurance, and other health and accident products. Crandell Financial Planning, LLC provides personalized financial planning, retirement planning, and investment management services to individuals, small businesses, trusts, and estates. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and a buy-and-hold strategy using low-cost mutual funds and ETFs.

Hunter Turgeon is the sole advisor at Turgeon & Co, an independent investment advisory firm based in Johnson City, TN. He holds a Series 65 designation and has worked at several firms including Morgan Stanley, Arrowmark Partners, and Capital Spring. Outside of advisory work, he is involved in non-advisory consulting with a fintech firm developing AI-based trading tools. Turgeon & Co provides discretionary and non-discretionary portfolio management and financial planning primarily for individuals, families, trusts, and small business owners. The firm emphasizes strategic asset allocation, diversification, and long-term portfolio construction, typically using low-cost ETFs and model portfolios tailored to varying risk tolerances.

Matthew Albritton is a financial advisor at Valor Financial Planning in Johnson City, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Ferguson Wealth Management and American Values Investments. Valor Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients, as well as charitable organizations and businesses. The firm emphasizes long-term, passive portfolio construction with a focus on asset allocation and low-cost mutual funds and ETFs, offering various engagement formats including subscription-style retainers and specialized support for retirement-plan advice and student loan repayment.

Roy Castillo is a CFP® with 32 years of industry experience. He has been with Frontsight Wealth Advisors, LLC since 2014 and also operates RLC Financial Services, providing tax services and insurance sales through his sole proprietorship. Frontsight Wealth Advisors, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $27.9 million across about 52 accounts. The firm creates client-specific investment plans using a combination of fundamental, technical, charting, and quantitative analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

Justin Lester is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Allied Investments in Johnson City, TN. He previously worked for Aldebaran Financial Inc. for 19 years. In addition to his advisory role, Lester provides professional trustee and executor services, managing assets within trusts and estates. Allied Investments offers discretionary investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, retirement plans, and corporations. The firm utilizes a long-term investment approach with a focus on exchange-traded funds and low-cost mutual funds, incorporating options and derivative strategies that are uncommon among peers.