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.

Dirk Crandell is the managing member of Crandell Financial Planning, LLC, an independent advisory firm based in Bristol, TN. He holds the CFP® designation and Series 66 registration, with 22 years of industry experience. Prior to founding his firm in 2002, he worked at Light Milling Company, Inc. for 34 years. In addition to his advisory role, he is a licensed independent health and life insurance agent focusing on Medicare supplement insurance, life insurance, and other health and accident products. Crandell Financial Planning, LLC provides personalized financial planning, retirement planning, and investment management services to individuals, small businesses, trusts, and estates. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and a buy-and-hold strategy using low-cost mutual funds and ETFs.

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.

Roy Castillo is a CFP® with 32 years of industry experience. He has been with Frontsight Wealth Advisors, LLC since 2014 and also operates RLC Financial Services, providing tax services and insurance sales through his sole proprietorship. Frontsight Wealth Advisors, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $27.9 million across about 52 accounts. The firm creates client-specific investment plans using a combination of fundamental, technical, charting, and quantitative analysis, with strategies ranging from long-term buy-and-hold to short-term trading.

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.

William Fletcher is a financial advisor with Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Morgan Stanley and previously founded Fletcher Wealth Management, where he currently operates as the sole advisor. Outside of his advisory role, Fletcher coaches high school sports for Ohio County Schools. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with strategies ranging from long-term investing to short-term trading and options, managing a small client roster through a discretionary wrap fee program.

George Parks is a CFP® and holds a Series 65 license with 24 years of industry experience. He is the principal of Parks Investment Management, LLC, which he founded in 2022 after 21 years at American Values Investment, Inc. Since 2001, he has also been a passive minority owner of American Values Investment, a firm that provides model investment strategies to other advisors. Parks Investment Management, LLC offers discretionary investment management and financial consulting to individuals, high-net-worth clients, trustees, and other advisory firms. The firm uses a values-inclusive investment process focused on companies aligned with traditional American values and employs fundamental analysis and strategic asset allocation to build diversified portfolios.

Michael Davis is a financial advisor at AdviPartner, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera Advisor Networks, Cwm, GAAM Wealth Advisors, LPL Financial, and Gilbert Advanced Asset Management. AdviPartner, LLC provides discretionary investment management to individuals, high-net-worth clients, and small businesses, managing approximately $50 million across about 100 accounts. The firm employs a primarily passive investment approach, using asset-class-weighted portfolios with index mutual funds and ETFs, while incorporating fundamental and technical analyses to tailor allocations based on client needs.

Pamela Rehart is a financial advisor with Integrity Capital Management in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Integrity Capital Management since 2007. Outside of her advisory role, she is the owner of BRAC Properties, a non-investment-related business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach across global, multi-asset-class portfolios, primarily using mutual funds and ETFs, with regular portfolio reviews and a documented due-diligence process.

Joseph Bailey is a CFP® professional with 21 years of industry experience. He has been with Integrity Capital Management since 2006. Outside of his advisory role, he owns B-Squared Consulting LLC, a technology and compliance consulting business. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a strategic asset-allocation approach across global, multi-asset portfolios primarily composed of mutual funds and ETFs.

Austin Reppart is a financial advisor at Lake Park Advisors with 10 years of industry experience and holds a Series 65 designation. He also serves as an operations manager and staff accountant at Eddy, CPA, where he provides tax preparation and accounting services. Lake Park Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities, managing approximately $18.7 million across 91 client relationships. The firm’s approach includes tailored investment programs based on clients’ goals and risk tolerance, with an emphasis on fundamental analysis and a range of investment strategies. A notable aspect of the firm is its affiliation with an active CPA and tax-preparation practice, providing clients with integrated tax and investment services or the option to keep them separate.

John Atkins is a CFP® with 21 years of industry experience, currently serving at Integrity Capital Management since 2007. He is a member of the boards of a social services nonprofit and a Presbyterian church, where he oversees management and budgeting responsibilities. Integrity Capital Management serves individual investors, high-net-worth households, trusts, and foundations with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, conducting regular portfolio reviews and maintaining individualized account management.

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.

Kaylee Feathers is a financial advisor at Aldebaran Financial Inc. with a Series 65 designation and two years of industry experience. Prior to joining Aldebaran Financial in 2023, she worked at Eastman Credit Union and Ashford Advisors. Aldebaran Financial Inc. provides discretionary portfolio management and consulting to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a strategic asset-allocation approach with global diversification, combining passive and active funds, individual securities, and options, and offers additional services including limited-scope estate-planning legal support and tax preparation.

Peter Raber is a financial advisor at Aldebaran Financial Inc. with 16 years of industry experience. He holds a Series 65 designation and has been with Aldebaran Financial since 1995. Aldebaran Financial Inc. provides discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a strategic asset-allocation approach with global diversification, utilizing both passive and active mutual funds and ETFs, individual stocks, municipal bonds, and options, and offers additional services including limited-scope estate-planning legal support and simple tax return preparation.

Richard Eddy is a CFP® with 10 years of industry experience and is a partner at Eddy, CPA, an accounting and tax preparation firm. He operates under Richard E. Eddy, CFP®, LLC dba Financial Leadership and serves clients through Lake Park Advisors in Johnson City, TN. He is also a member of the finance committee at First United Methodist Church. Lake Park Advisors provides discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities. The firm manages approximately $18.7 million for around 91 clients, employing a methodology that incorporates fundamental analysis and tailored investment strategies aligned with each client’s goals and risk tolerance.

Richard Halliburton is a financial advisor with Tradition Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His background includes roles at Insulet Corporation, SA Stone Wealth Management Inc., Quest Capital Strategies, Inc., and a 30-year tenure in the US Army Reserves. In addition to his advisory work, he owns and operates an insurance brokerage specializing in life insurance and annuities. Tradition Investment Management serves individual and high-net-worth clients through managed accounts and financial planning, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm focuses on preserving purchasing power over the long term and considers tax implications in its tailored advice.

Brian Brummett is a financial advisor at Aldebaran Financial Inc. with eight years of industry experience. He holds the Series 65 designation and has been with Aldebaran Financial since 2016. Prior to that, he worked at E-Z Rentals for two years. Aldebaran Financial Inc. provides discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a strategic asset-allocation approach with global diversification, utilizing both passive and active funds, individual securities, and options, while also offering limited-scope estate-planning legal services and tax-preparation support.

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.