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.

For 20 years, I built a career in banking — 17 of those at Eastman Credit Union in East Tennessee, where I helped families with lending, banking, and their first steps toward investing. In 2018, I discovered Financial Independence, and it changed everything. I restructured our finances, optimized our tax strategy, and built toward FI while still working full time. When we got there, I left banking to build the advisory firm I wish I'd had along the way. I earned my CFP® and became an IRS Enrolled Agent because I wanted to bring financial planning and tax expertise together under one roof. I built OptimalPath Advisors as a fee-only, flat-fee firm because I believe your advisor's cost should reflect the work — not the size of your portfolio. My approach is advice-first and fiduciary. Every client starts with a comprehensive financial plan that includes a Financial Independence Score — a single, clear number (inspired by pension-style funded ratios) that tells you exactly how on track you are. No abstract Monte Carlo probabilities. Just a real number you can act on. From there, you choose the level of ongoing support that fits. Navigator clients get year-round planning, quarterly check-ins, and tax preparation included — while keeping control of their own investments. Summit clients get everything in Navigator plus hands-on investment management, rebalancing, and tax-loss harvesting. Both tiers include tax prep at no extra cost. I work best with FI-minded professionals — DIY investors, early retirees, equity comp recipients, and busy families who want clear direction without product sales, commissions, or percentage-of-assets fees. I live in East Tennessee with my wife, Amanda, and our two dogs, Molly and Peach. We spend as much time as possible outdoors — in the mountains, on trails, and visiting National Parks across the country. Whether you're building toward FI, navigating an early retirement transition, or figuring out what comes next after hitting your number, I'm here to help you move forward — intentionally and in control.

William Fletcher is the sole advisor at Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 66 and Series 63 credentials with 19 years of industry experience. He previously worked at Morgan Stanley and Bethany College, and also coaches high school sports outside of his advisory role. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management through a wrap fee program and employs a combination of charting, fundamental, technical, cyclical, and quantitative analyses across various investment strategies tailored to client needs.

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-registered advisor with WorthWhile Wealth Council, based in Johnson City, TN, and has four years of industry experience. He has been with WorthWhile Wealth Council since 2020 and previously worked at Worthwhile Wealth. Prior to his advisory career, he was employed at East Tennessee State University for six years. WorthWhile Wealth Council serves individual clients, including high-net-worth households, retirement plan sponsors, trusts, and small foundations by providing integrated wealth management, financial planning, and discretionary portfolio management as a fee-only fiduciary. The firm uses a strategic, global multi-asset allocation approach and offers client education, behavioral-finance coaching, and impact-investment screening tools.

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 11 years of industry experience and a partner at Lake Park Advisors in Johnson City, TN. He also co-owns an accounting and tax-preparation firm, Eddy, CPA, and serves as a member of the finance committee at First United Methodist Church. Lake Park Advisors provides discretionary investment management, financial planning, and qualified-plan consulting primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and individualized strategies, and its principals integrate CPA and tax services with investment management.

Richard Halliburton is a financial advisor with Tradition Investment Management, LLC, holding Series 65 and Series 63 certifications and bringing 20 years of industry experience. His background includes roles at Insulet Corporation, SA Stone Wealth Management Inc., and Quest Capital Strategies, Inc., as well as 30 years of service in the US Army Reserves. He is also the owner of an insurance brokerage focused on life insurance and annuities. Tradition Investment Management, LLC provides discretionary and non-discretionary portfolio management and advisory services primarily to individual and high-net-worth clients, using a tailored investment approach that incorporates asset allocation, dollar-cost averaging, and both long- and short-term trading strategies.

Brian Brummett is a Series 65 licensed advisor with Aldebaran Financial Inc., where he has worked since 2016, accumulating eight years of industry experience. He is based in Kingsport, TN, and is one of three advisors at the firm. Aldebaran Financial Inc. provides discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities, managing approximately $222.8 million across about 350 client accounts. The firm’s investment approach emphasizes strategic asset allocation using fundamental and technical research and includes a range of securities such as mutual funds, ETFs, individual stocks, municipal bonds, and options. Additionally, Aldebaran offers tax preparation and limited-scope estate-planning legal document services through an in-house attorney.

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.

Joy Garland is a financial advisor at Roan Capital Partners with 30 years of industry experience. She holds a Series 63 designation and has worked at several firms including LPL Financial and Cetera Advisor Networks. Garland has been with Roan Capital Partners since 2018. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients, employing a mainly passive investment approach focused on low-cost index funds and tax efficiency. The firm also offers business planning, employee benefits optimization, and estate and tax planning as part of its services.

Angela Williams is a Series 66-credentialed financial advisor at Integrity Capital Management with 19 years of industry experience. She has been with the firm 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 using mutual funds and ETFs, with quarterly reviews and weekly monitoring for rebalancing.

Jeffrey Kastner is a financial advisor at Roan Capital Partners with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Regions Bank for nine years. Roan Capital Partners provides investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, supplemented by various analytical methods, and offers comprehensive planning services including business, employee benefits, estate, and tax planning.

Rebekah Taylor Burton is a CFP® professional with two years of experience at Roan Capital Partners. She has a long tenure in the financial industry with prior roles at Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., AmSouth Bank, and Regions Bank. Roan Capital Partners provides investment management and financial planning services primarily to individual and high net-worth clients, offering a range of advisory services including business planning, employee benefits optimization, and estate and tax planning. The firm emphasizes a primarily passive investment approach using low-cost index funds and ETFs, with a combination of analytical methods and client-specific investment policy statements guiding discretionary management.