Zachary Green

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.

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.

Phillip Worley is a CFP® and Series 65 credentialed advisor with WorthWhile Wealth Council, bringing three years of industry experience. He has worked at WorthWhile Wealth since 2026 and has been with WorthWhile Wealth Council since 2020. Prior to his advisory career, he was employed at East Tennessee State University from 2014 to 2020. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, high net worth clients, foundations, and retirement plan sponsors and participants. The firm manages approximately $63.7 million across about 179 client households, offering integrated financial planning, discretionary portfolio management, and advice for held-away accounts with a focus on strategic, globally diversified multi-asset-class allocation.

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.