Peter Saganski is a financial advisor at Brogan Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brogan Financial since 2013. In addition to his advisory role, he is licensed to sell life, accident, and health insurance in Tennessee. Brogan Financial serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning. The firm applies fundamental securities analysis to tailor strategies based on clients’ objectives and risk profiles and manages approximately $533 million in client assets.

Peter Komistek is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining WMG Financial Advisors, he was a student for ten years. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm uses long-term trading strategies based on modern portfolio theory and provides customized Investment Policy Statements, portfolio management, and retirement plan consulting.

Caden Mumford is a CFP® professional with experience at PYA Waltman Capital, LLC since 2024 and previously at HSC Wealth Advisors. He worked in education at Liberty University and Cambridge Springs Jr/Sr High School before transitioning full-time to financial advising. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis and offering performance-based fee arrangements for qualified clients.

Shane Caldwell is a CFP® professional with 13 years of industry experience, currently affiliated with TVAMP, LLC. He has held roles at LPL Financial, Bank of Tennessee, Bank of America, Merrill, and other firms. Caldwell also provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent registered investment advisor. TVAMP, LLC serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering asset management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, asset-allocation approach with diversified portfolios primarily using mutual funds and ETFs, and provides additional services including sub-advisory relationships and insurance.

Lori Bishop is a CFP® with 36 years of industry experience, currently serving at Alliance Wealth Management Partners LLC since 2021. Her prior experience includes roles at Cambridge Investment Research, Inc. and LPL Financial. Outside of her advisory work, she is involved in life coaching through Emerald Coaching Company and serves as Executive Director on the board of the Caregiver Superhero Society. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for about 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios using diversified mutual funds, ETFs, and other securities with a generally long-term orientation.

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.

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.

Kristen Tucker is a CFP® with 25 years of industry experience, currently serving at Knox Wealth Partners Advisory since 2017. She also maintains a long-term association with LPL Financial beginning in 2012. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, focusing primarily on high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing an open-architecture investment approach that includes access to LPL-sponsored programs and third-party managers.

Bradley Bower is a CFP® with 21 years of industry experience and is currently with Patriot Investment Management Group Inc in Knoxville, TN. He has been with the firm since 1993, serving in various capacities over three decades. Patriot Investment Management Group advises a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice using fundamental and cyclical analysis, providing both discretionary and non-discretionary portfolio management alongside modular and ongoing financial planning services.

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.

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.

Clinton Biggs is a financial advisor at Visionary Horizons, LLC with five years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research Advisors and LPL Financial. In addition to his advisory role, he owns an insurance and benefits firm, Executive Insurance Group. Visionary Horizons provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm constructs and manages model portfolios using a range of investment vehicles and incorporates AI tools into its service delivery and meeting processes.

Michael Cermak is a CFA® charterholder with 11 years of industry experience currently serving at Proffitt & Goodson Inc. in Knoxville, TN. He has been with Proffitt & Goodson since 2015. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs an evidence-based investment approach combined with fundamental analysis and model-based allocation, managing accounts mostly on a discretionary basis with automated rebalancing and tax-loss harvesting.

Hoy Grimm is a financial advisor with Leconte Wealth Management, LLC in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Leconte Wealth Management since 2007. Leconte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform, offering tax preparation and planning alongside investment management using a multi-method analytical approach.

John Wortham is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Patriot Investment Management Group Inc since 2008. Patriot Investment Management Group serves individual clients across wealth levels, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning, using fundamental and cyclical analysis to guide investment decisions, and frequently operates under discretionary authority.

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.

Rachael Holcomb is a financial advisor at WMG Financial Advisors, LLC with six years of industry experience. She holds a Series 65 credential and has worked at firms including Osaic Advisory Services, Triad Hybrid Solutions, Cosey Financial Services, and State Farm. Outside of her advisory role, Holcomb owns Wild Appalachian Farms, LLC, which focuses on beekeeping and small farm product sales. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles including mutual funds, ETFs, and real estate funds.

Bradley Helms is a financial advisor at PYA Waltman Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Publix Super Markets Inc., Liberty University, and Piedmont Baptist Church. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts with a variety of mutual funds, ETFs, stocks, and bonds.

Barry Bartlett is a financial advisor with Knox Wealth Partners Advisory in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Knox Wealth Partners Advisory since 2020 and has also worked with LPL Financial since 2013. Bartlett is a principal agent for non-variable insurance. Knox Wealth Partners Advisory manages approximately $231 million for about 482 clients, focusing primarily on high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services using an open-architecture approach that includes model portfolios, mutual funds, ETFs, fixed income, and specialty strategies.

Kimberlee Spencer is a CFP®-certified financial advisor at Equita Financial Network, Inc. with 22 years of industry experience. She has previously worked at The Nalls Sherbakoff Group, LLC and currently operates Next Step Financial LLC alongside her role at Equita. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to tailor portfolios according to client objectives and risk tolerance.