William Kevin Wilson

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.

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 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.

William Fletcher is the principal advisor at Fletcher Wealth Management, Inc. in Kingsport, TN, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Ameriprise, as well as running his own firm since 2009. Outside of his advisory work, he is involved in coaching high school sports. 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 fundamental, technical, cyclical, and quantitative analysis with strategies that include long-term investing, short-term trading, and options, managing a small roster of clients through a discretionary wrap fee program.