James Blevins is a financial advisor at Soar Financial LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Summit Financial, Inc. and B and T Developments LLP. Outside of advising, Blevins is a Certified Public Accountant and owner of Summit Accounting Services, offering accounting and tax services in Knoxville, TN. Soar Financial LLC provides investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with ETFs, equities, bonds, mutual funds, and alternative investments, and offers both discretionary and non-discretionary management while also serving as an ERISA fiduciary for employer plans.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Benjamin DeFoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His background includes multiple roles in investment advisory, tax services, and real estate development, as well as ownership in businesses such as Lead Wizards LLC and Nashville CPA LLC. He is also involved in non-investment-related ventures including business development and real estate partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory, financial planning, and retirement-plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolio management using a range of asset classes and serves as a fiduciary for employer plans, with additional services including tax and payroll assistance through its ownership interest in a local CPA firm.