Darina Xuan Hoang Nghiem

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.

Benjamin Edwards is a financial advisor at W.B. Edwards & Co. He holds a Series 65 designation and has been with the firm since 2026. Prior to this, he has managed the Tennessee Lawn Company since 2015. W.B. Edwards & Co. is an independent investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm combines fundamental, quantitative, and technical analysis across various investment strategies and also provides corporate advisory, public finance, treasury management, and research/valuation work.

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.

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 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 the sole advisor at Fletcher Wealth Management, Inc. in Kingsport, Tennessee. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Morgan Stanley and Ameriprise. Outside of his advisory work, he serves as a high school coach with Ohio County Schools. 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 across various investment strategies and manages a small client roster with discretionary portfolio management including a wrap fee program.