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Richard G

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

Richard Gardner is a CFP® with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. Prior to joining TVAMP, he worked at Edward Jones for four years and Home Federal Bank for nine years. He is also involved with Tennessee Valley Asset Management Partners, LLC, an independent investment advisory firm he started in 2023. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as third-party money manager referrals, sub-advisory relationships, and retirement-plan advisory engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Russell T

Series 63, Series 65

Atlanta, GA

TVAMP, LLC

Russell Thornton is a financial advisor at TVAMP, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealthcare Capital Management, Thornton Wealth Management, and Merrill. He serves on the board of trustees of the Georgia Eye Bank and acts as Treasurer of its finance committee. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to employer-sponsored retirement plans. The firm employs a long-term, asset-allocation investment approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and offers various advisory and sub-advisory services along with educational seminars and a wrap-fee program.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Jill B

CFP®, Series 66

Haymarket, VA

TVAMP, LLC

Jill Bertke is a CFP® and holds a Series 66 license, with 23 years of industry experience. She has worked at LPL Financial since 2004 and has been with TVAMP, LLC since 2019. She previously worked at Wealthcare Advisory Partners LLC and Equitable Advisors. Bertke serves as successor trustee for family trusts. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and offers services such as written financial plans, retirement-plan advisory, and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Dylon H

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Dylon Hibbard is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at LPL Financial LLC and Northwestern Mutual. Prior to his financial career, he served six years in the Armed Forces. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset allocation strategy using diversified portfolios with mutual funds and ETFs, and offers a range of services including sub-advisory relationships and variable sub-account management.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Luke B

CFA®, Series 66

Knoxville, TN

TVAMP, LLC

Luke Bowes is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC, having previously been employed at Evercore Group LLC and Duke University’s Fuqua School of Business. In addition to his advisory role, Bowes provides administrative support to Tennessee Valley Asset Management Partners, LLC. TVAMP, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily made up of mutual funds and ETFs, and offers wrap-fee programs, educational seminars, and accounting-liaison services.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Scott F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Scott Fisher is a CFP®-credentialed financial advisor with 27 years of industry experience. He is affiliated with TVAMP, LLC and has worked at related firms including Tennessee Brokerage Agency and LPL Financial. Fisher is involved in TVAMP Tax Planning, LLC, a tax preparation and accounting business. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios with mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and educational seminars.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Kelli P

Series 66

Le Mars, IA

TVAMP, LLC

Kelli Palmer is a financial advisor with TVAMP, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial LLC, Finra, and U.S. Bancorp Investments, Inc. She is based in Le Mars, Iowa. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm typically uses a long-term, asset-allocation strategy focused on diversified portfolios constructed with mutual funds and ETFs, and offers a range of services including wrap-fee programs, educational seminars, and accounting-liaison support.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Thomas C

CFP®, EA

Knoxville, TN

TVAMP, LLC

InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.

General retirement planning Retirement income strategy General tax planning General estate planning guidance Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Ryan H

CFP®, ChFC®, Series 66

Knoxville, TN

TVAMP, LLC

Ryan Hoppie is a Planning Consultant at Fidelity Investments, where he supports individuals and families in pursuing their financial goals and working toward financial freedom. He focuses on providing personalized guidance and strategies that align with clients' values and long-term objectives. Prior to his current role, Ryan gained experience as a Portfolio Implementation Specialist at The Vanguard Group, a Financial Literacy Coach at Utah Valley University, and a Client Relationship Manager at Soltis Investment Advisors. He is committed to continuous learning and staying informed about industry trends and regulatory changes. Outside of his professional work, Ryan enjoys biking, camping, family activities, parenthood, and reading.

Wealth management Cash flow / budgeting Founder/Business Owner Retired Parents
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William C

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

William Cochran is a CFP® professional with eight years of industry experience, currently serving at TVAMP, LLC. His prior work includes positions at Raymond James & Associates and Regions Bank. He is based in Knoxville, TN. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers. The firm offers a range of services, including wrap-fee programs, educational seminars, and accounting-liaison support.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Melissa M

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

Melissa Mijares is a CFP®-certified financial advisor with 13 years of industry experience. She is currently affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has worked previously with Edward Jones, Bank of Tennessee, and LPL Financial LLC. Mijares serves as Board Secretary for the Widowed Parent Relief Project in Knoxville. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios primarily made up of mutual funds and ETFs, and offers a range of services including ERISA retirement-plan advisory and access to third-party money managers.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Michael C

Series 63

Knoxville, TN

TVAMP, LLC

Michael Conaty is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at firms including First Horizon Advisors, Inc. and Ftb Advisors, Inc., and has been with TVAMP and affiliated entities since 2016. Outside of his advisory role, he is involved in Knox Youth Sports. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, emphasizing a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs. The firm offers ongoing asset management, retirement-plan advisory services, and access to third-party money managers through institutional platforms and unique features such as a wrap-fee program and educational workshops.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Robert E

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Robert Eddins is a CFP® with 28 years of experience in the financial services industry. He is affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has also worked with Tennessee Brokerage Agency and LPL Financial, LLC. In addition to his advisory work, he is involved as a writer and editor. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm follows a long-term, asset-allocation strategy using diversified portfolios, model portfolios, and third-party managers, and offers services such as sub-advisory relationships and variable sub-account management.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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James W

Series 66

Knoxville, TN

TVAMP, LLC

James Williams III is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 license and having three years of industry experience. His work history includes roles at Tennessee Brokerage Agency, LPL Financial, and Thrivent Financial. Outside of advisory work, he has experience in transportation and washing services. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios of mutual funds and ETFs, and offers additional services such as sub-advisory relationships, employer-plan management, and educational seminars.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Jeffrey F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Jeffrey Foster is a CFP® with 26 years of industry experience, currently serving at TVAMP, LLC in Knoxville, TN. He has worked with TVAMP since 2012 and has been affiliated with LPL Financial, LLC since 2006. Foster holds Series 63 and Series 65 licenses and has roles involving compliance and advisory responsibilities within his firm. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios of mutual funds and ETFs, and offers services such as sub-advisory relationships and retirement-plan advisory engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Joshua S

CFP®, Series 63, Series 66

Knoxville, TN

TVAMP, LLC

Joshua Stidham is a financial advisor with TVAMP, LLC, holding the CFP® designation and Series 63 and 66 licenses, with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He is also involved with Tennessee Valley Asset Management Partners, an independent advisory firm through which he provides investment advisory services. TVAMP offers investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios primarily composed of mutual funds and ETFs, and provides additional services such as retirement-plan advisory and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Mason M

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Mason Mc Croskey is a financial advisor at TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Bank of America, along with periods dedicated to full-time education. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios of mutual funds and ETFs, and it offers additional services such as written financial plans, retirement-plan advisory, and access to third-party money managers.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Benjamin G

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Benjamin Gleneck is a CFP® professional based in Knoxville, TN, with six years of industry experience. He currently works at TVAMP, LLC and has prior experience with firms including Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and client education through seminars and newsletters.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Tyler S

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Tyler Seymour is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial LLC, The Nalls Sherbakoff Group, LLC, Centaurus Financial Inc., and Ingram Financial Group. He also provided administrative support to TVAMP, LLC in an investment-related capacity. TVAMP, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and supports its clients through ongoing asset management, written financial plans, and retirement-plan advisory services.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Amanda W

Series 66

Knoxville, TN

TVAMP, LLC

Amanda Wilson is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 credential with nine years of industry experience. She previously worked at Morgan Stanley for 16 years and was affiliated with United Way of Greater Knoxville. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as referral to third-party money managers and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Shane C

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Shane Caldwell is a CFP® professional with 13 years of experience in the financial services industry. He is currently with TVAMP, LLC, where he has worked since 2023, and has held positions at firms including LPL Financial LLC, Bank of America, Merrill, and Ronald Blue & Co. Outside of his advisory roles, he provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent registered investment advisor. TVAMP, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios, model portfolios, and third-party managers, and provides services such as retirement-plan advisory and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Charles S

CFP®, Series 63, Series 66

Knoxville, TN

TVAMP, LLC

Charles Sweat is a CFP® with 32 years of industry experience, currently affiliated with TVAMP, LLC in Knoxville, TN. He has held roles at TVAMP since 2012 and also works with Tennessee Brokerage Agency and LPL Financial. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm uses a long-term, asset-allocation approach with diversified portfolios primarily consisting of mutual funds and ETFs and offers additional services such as sub-advisory relationships and retirement-plan advisory.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Katie S

Series 66

Knoxville, TN

TVAMP, LLC

Katie Slate is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 designation with four years of industry experience. Her prior employment includes roles at LPL Financial LLC, Woodbury Financial Services Inc., and John Maloney III. She is also a notary, providing document notarization services for clients. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and it offers a range of services including ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Benjamin H

Series 65

Knoxville, TN

TVAMP, LLC

Benjamin Hoffman is a financial advisor at TVAMP, LLC with one year of industry experience and holds a Series 65 designation. His prior work includes roles at Spire Outsourcing, JLA Delivery, and Smith Steelworks, among others. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach, constructing diversified portfolios primarily using mutual funds and ETFs, and offers additional services such as sub-advisory relationships and retirement-plan advisory engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Perry C

CFP®, Series 63, Series 65

Atlanta, GA

TVAMP, LLC

Perry Chesney Jr. is a CFP® with 43 years of industry experience, currently serving at TVAMP, LLC. His prior roles include positions at Merrill, Truist Investment Services, and HC Advisors LLC. He also devotes part of his time to Perry L Chesney Consulting, an advisory practice focused on coaching and educational workshops for organizations and professional advisors. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy and offers services such as ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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