Patricia Taylor is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN, holding the PFS™ and Series 65 credentials and bringing 15 years of industry experience. She has been with Insight Strategic Wealth since 2010 and previously worked at Conry Taylor & Morrow CPAs PC for 36 years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, with portfolios managed mostly on a discretionary, buy-and-hold basis.

Jaime Conry is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with Insight Strategic Wealth LLC since 2014, serving in his current role for the past seven years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily through passive mutual funds and ETFs with a buy-and-hold strategy.

Stephen High is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN. He holds the PFS™ designation and has 22 years of industry experience, including 24 years at Kraft Asset Management, LLC prior to joining Insight Strategic Wealth in 2025. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified asset-class allocations primarily through passively managed mutual funds and ETFs, with a buy-and-hold strategy.

Deana Hyde is a financial advisor at Insight Strategic Wealth LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Kraft Asset Management, JPMorgan Chase Bank, and Wells Fargo Private Bank. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm uses a Modern Portfolio Theory approach with diversified asset-class allocations primarily implemented through passively managed mutual funds and ETFs, focusing on a buy-and-hold strategy.

Mahogany Jenkins is a financial advisor at Insight Strategic Wealth LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Insight Strategic Wealth, she worked at Brock Shipe Klenk PLC for five years and Gentry Tipton & McLemore, PC for seven years. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm employs a Modern Portfolio Theory approach with diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, and incorporates financial planning tools such as Monte Carlo simulation.