Benjamin Samuel Edwards

Larry Grogan is the sole advisor at GROGAN Advisory Services, LLC, an independent firm based in Johnson City, TN. He holds a Series 66 designation and has 27 years of industry experience, including 23 years leading his own advisory firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit organization. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm offers wealth management services tailored to clients' specific circumstances, using a conservative investment approach focused on fundamental security analysis and third-party research.

Matthew Albritton is a financial advisor with Valor Financial Planning in Johnson City, TN. He holds a Series 65 designation and has three years of industry experience. His work history includes roles at American Values Investments and Ferguson Wealth Management, and he also serves as an adjunct instructor at Milligan University. Valor Financial Planning provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a predominantly passive, long-term investment approach using low-cost mutual funds and ETFs, alongside services such as individual tax preparation and limited-scope ERISA fiduciary advice.

Justin Lester is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Allied Investments of Tennessee, LLC. He previously spent 19 years at Aldebaran Financial Inc. In addition to investment advisory, he provides professional trustee and executor services, managing assets within trusts and estates. Allied Investments is an independent advisory firm serving individuals, high-net-worth households, retirement plans, and corporate clients. The firm offers discretionary portfolio management using ETFs, mutual funds, individual securities, and derivatives, alongside financial planning, tax preparation, and trustee-related services.

William Fletcher is a financial advisor with Fletcher Wealth Management, Inc. in Kingsport, TN. He holds Series 66 and Series 63 credentials and has 19 years of industry experience. His work history includes roles at Morgan Stanley and Ameriprise, and he also coaches a high school sports team. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis, offering discretionary portfolio management and access to a variety of investment vehicles including mutual funds, equities, fixed income, ETFs, real estate funds, commodities, annuities, and private placements.

Austin Reppart is a financial advisor at Lake Park Advisors with 10 years of industry experience and holds a Series 65 designation. He also serves as an operations manager and staff accountant at Eddy, CPA, where he provides tax preparation and accounting services. Lake Park Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities, managing approximately $18.7 million across 91 client relationships. The firm’s approach includes tailored investment programs based on clients’ goals and risk tolerance, with an emphasis on fundamental analysis and a range of investment strategies. A notable aspect of the firm is its affiliation with an active CPA and tax-preparation practice, providing clients with integrated tax and investment services or the option to keep them separate.

Phillip Worley is a CFP® and Series 65-registered advisor with WorthWhile Wealth Council, based in Johnson City, TN, and has four years of industry experience. He has been with WorthWhile Wealth Council since 2020 and previously worked at Worthwhile Wealth. Prior to his advisory career, he was employed at East Tennessee State University for six years. WorthWhile Wealth Council serves individual clients, including high-net-worth households, retirement plan sponsors, trusts, and small foundations by providing integrated wealth management, financial planning, and discretionary portfolio management as a fee-only fiduciary. The firm uses a strategic, global multi-asset allocation approach and offers client education, behavioral-finance coaching, and impact-investment screening tools.