Zachary David Green

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.

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.

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.

David Maurice is a CFP® with 33 years of industry experience, currently serving as an advisor at WorthWhile Wealth Council. He has worked at Wealthwise Inc since 2002 and at 508 Princeton Road since 2022. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, people of high net worth, foundations, and retirement plan sponsors. The firm emphasizes a strategic, globally diversified multi-asset-class investment approach primarily using mutual funds and ETFs, combined with financial planning, discretionary portfolio management, and client education.