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Joseph M
Series 63, Series 65
Knoxville, TN
Visionary Horizons, LLC
Joseph Mccameron is a financial advisor at Visionary Horizons, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Insurance Agency, Purshe Kaplan Sterling Investments, and WCH Casualty Insurance. He is also a licensed insurance agent in Knoxville, TN, dedicating part of his time to this role. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and model portfolios informed by fundamental, technical, and cyclical analysis, as well as algorithm-based research.
Michael S
CFP®, Series 66
Knoxville, TN
Visionary Horizons, LLC
Michael Simpson is a CFP® with 16 years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2017. Outside of his advisory role, Simpson is involved in several nonprofit organizations, including serving as chairman of the boards for Arab Christian Refugee Assistance, Friends Against Parental Alienation, Knoxville Downtown Sertoma Club, and Knoxville Habitat for Humanity. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs tailored investment plans using a combination of fundamental, technical, cyclical analysis, and option strategies, supplemented by algorithm-based modeling, and offers fiduciary services to employers under ERISA guidelines.
Charles L
Series 63, Series 65
Knoxville, TN
Visionary Horizons, LLC
Charles Loveday is a financial advisor with Visionary Horizons, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Tennessee Valley Asset Management Partners, LLC, LPL Financial, LLC, and Forester Benefits. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and a combination of fundamental, technical, cyclical analysis, and option strategies supported by third-party research and algorithm-based modeling.
Madison H
CFP®, Series 63, Series 65
Knoxville, TN
Visionary Horizons, LLC
Madison Holbrook is a CFP® with seven years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. Holbrook has held roles at LPL Financial and PKS Investments, among others, and previously worked in education with the Grainger County School System. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, and institutional entities. The firm uses a combination of fundamental, technical, and algorithm-based research to manage tailored investment portfolios and offers plan-level fiduciary services under ERISA.
Roger K
CFP®, Series 63, Series 66
Knoxville, TN
Visionary Horizons, LLC
Roger Kiger is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with Visionary Horizons, LLC and has previously worked with Purshe Kaplan Sterling Investments and LPL Financial, LLC. Outside of his advisory role, he owns businesses including Smart-RIA and Marina Management LLC, which are not related to investment advisory services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and combines fundamental, technical, and algorithm-based research to manage portfolios, offering both direct management and oversight of sub-advisers.
Tyler M
CFP®, Series 66
Knoxville, TN
Visionary Horizons, LLC
Tyler Morrow is a CFP® professional with eight years of industry experience, currently serving at Visionary Horizons, LLC since 2018. His prior experience includes roles at B K Reynolds, PC, Securities America, Inc., Foothill Securities, Inc., and Quality Financial Concepts. Visionary Horizons, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and incorporates AI tools in its service delivery, providing a range of portfolio management and financial planning solutions tailored to client goals.
James K
Series 63, Series 65
Knoxville, TN
Visionary Horizons, LLC
James Kraeske is a financial advisor at Visionary Horizons, LLC with 17 years of industry experience. He previously worked at Brogan Financial, LLC for 15 years. Outside of his advisory role, he is co-owner and president of DecorateWithEase.com LLC, an internet home decorating sales business he founded in 2003. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans supported by fundamental, technical, and quantitative analysis, and offers model portfolios managed internally or through selected sub-advisers.
Jeremy L
Series 65, Series 63
Knoxville, TN
Visionary Horizons, LLC
Jeremy Long is a financial advisor at Visionary Horizons, LLC in Knoxville, TN, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and multiple SunTrust affiliated firms. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm manages discretionary and non-discretionary portfolios, offers comprehensive financial planning and ERISA-qualified retirement plan advisory, and utilizes model portfolios informed by third-party research, incorporating equities, fixed income, ETFs, mutual funds, options, and alternatives.
Nicholas H
CFP®, Series 66
Knoxville, TN
Visionary Horizons, LLC
Nicholas Hughes is a CFP® with 17 years of industry experience, currently serving as an advisor at Visionary Horizons, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Innovative Advisory Partners, LLC, Franklin Wealth Management, LLC, and LPL Financial. He is a board member and Director of Programs for the Financial Planning Association of East Tennessee. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and a combination of fundamental, technical, and algorithm-based research to manage client portfolios.
Clinton B
Series 66
Knoxville, TN
Visionary Horizons, LLC
Clinton Biggs is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds the Series 66 designation and has prior experience with firms including Cambridge Investment Research Advisors and LPL Financial. Outside of advisory work, he owns Executive Insurance Group, which operates in the insurance, benefits, and human resources sector. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities across a range of wealth levels. The firm employs model portfolios informed by third-party research and uses a variety of investment vehicles, offering continuous account monitoring and customization options including direct indexing strategies.
Katherine S
CFP®, Series 66
Knoxville, TN
Visionary Horizons, LLC
Katherine Stellflue is a CFP® with 17 years of industry experience, currently serving at Visionary Horizons, LLC. Her prior roles include positions at Culpepper Wealth Management, LPL Financial, Kestra Investment Services, Goldstein Advisors, Securities America, Arbor Point Advisors, Ameriprise Financial Services, and Pence Wealth Management Corporation. Visionary Horizons, LLC provides investment advisory and financial planning services to a broad client base including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios tailored to client goals and utilizes AI tools in service delivery, offering both discretionary and non-discretionary portfolio management with a range of investment strategies.
Tyler F
CFP®, Series 63, Series 65
Knoxville, TN
Visionary Horizons, LLC
Tyler Fedrick is a CFP® professional with seven years of industry experience, currently serving at Visionary Horizons, LLC. His background includes roles at LPL Financial LLC, Smartria, and PFS Investments Inc. Outside of his advisory work, he provides interview coaching to individuals seeking to improve their job interview skills. Visionary Horizons offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios based on third-party research and uses a range of investment vehicles, continuously monitoring and rebalancing accounts while incorporating AI tools and direct indexing strategies.
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