James Longest is a financial advisor at Longest & Young, LLC based in Knoxville, TN, with 16 years of industry experience. He holds a Series 66 credential and has operated his own CPA firm, James Longest CPA, PC, since 2012. Longest & Young, LLC serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans and nonprofit organizations. The firm uses a fundamental, goals-based investment approach with customized asset allocation and manages accounts through an institutional custodial platform.

Patrick Young is a financial advisor at Longest & Young, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles including with Empower Advisory Group and for Mattress Firm as a sales representative. Longest & Young, LLC serves individual investors, pension and profit-sharing plans, and nonprofit organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a goals-based, long-term investment approach with customized asset allocation, and it is affiliated with an in-house CPA practice offering tax preparation services to some clients.