Scott Clark

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.

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.

Regina Cornelio is a financial advisor at Altitude Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services, focusing on individualized investment approaches aligned with client goals, risk tolerance, and time horizon.

James Motte is a CFP® professional with 12 years of industry experience. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Motte also has experience in the public sector, having worked for the City of Bristol. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and comprehensive financial planning. The firm’s investment approach emphasizes asset-class diversification based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing, supported by institutional platforms such as Schwab Institutional and DFA products.

William Harrison Jr. is a financial advisor with First Advisors National, LLC in Johnson City, TN, holding Series 63, Series 65, and Series 66 licenses and bringing 53 years of industry experience. He previously worked at Oberweis Securities, Inc for 13 years. In addition to his advisory role, he is a licensed insurance agent in Johnson City. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers and incorporates fundamental analysis for supplemental security recommendations.