Hoy Grimm is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, with 23 years of industry experience. He has been with LeConte Wealth Management since 2007 and holds Series 63 and Series 66 designations. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a four-advisor team, offering discretionary asset management, financial and tax planning, advisory consulting, and standalone tax-preparation services. The firm employs various investment analysis methods and focuses on mutual funds, ETFs, and corporate debt in its portfolio allocations.

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 Series 65-licensed financial advisor with six years of industry experience. She is currently with WMG Financial Advisors, LLC and previously worked at Osaic Advisory Services, Triad Hybrid Solutions, Cosey Financial Services, and State Farm Cindy Doyle. Holcomb owns Kaizen Retirement Plan Consultants, LLC, which has been integrated into WMG’s retirement plan services, and she also operates a small agricultural business focused on beekeeping and farm product sales. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, including high-net-worth clients, retirement and profit-sharing plans, corporations, and brokerage customers, employing a long-term investment approach guided by written Investment Policy Statements.

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.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with LeConte Wealth Management since 2016. Outside of advisory work, he operated a pressure washing business during 2017. 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 offerings and employs a multi-method analytical investment approach tailored to client objectives.

Trent Lowe is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, holding a Series 65 license. He has recent experience at Patten and Patten Investments and joined WMG Financial Advisors in 2025. Prior to his advisory roles, he held various positions across several industries. WMG Financial Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement and profit-sharing plans. The firm employs a long-term, modern-portfolio-theory approach with discretionary trading and ongoing portfolio monitoring, and it offers investment consulting and third-party adviser referrals when appropriate.

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.

Benjamin Andrews is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked at 21st Mortgage for four years and attended the University of Tennessee. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients. The seven-advisor team manages approximately $276 million across about 723 accounts, offering discretionary portfolio management and financial planning through proprietary and third-party model portfolios tailored to clients' objectives and risk tolerance.

Elizabeth De Wan is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, holding a Series 66 designation with 13 years of industry experience. Her work history includes positions at Proequities Inc and Lincoln Financial Securities Corporation before joining WMG Financial Advisors. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage customers, offering portfolio management, financial planning, and retirement plan consulting with a long-term, policy-driven investment approach.

Paul Stout is a Series 65 licensed financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2021 and has been associated with Rand A, Inc. since 1997, where he also serves as an insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies.

Vernon Henry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and GWN Securities Inc. Henry is also an independent insurance agent and is involved in multiple insurance-related activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary advisory platform.

Larry Prislovsky is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Silver Oak Securities, Incorporated since 2021 and has held prior roles at Securities America Advisors, SSN Advisory, and L.P. Financial Advisors, among others. Outside of his advisory work, he serves as a power of attorney for his parents’ trust and assists with insurance-related matters through his business, L.P. Financial Advisors Inc. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

Nathan Smith is a financial advisor with Foundations Investment Advisors LLC based in Knoxville, TN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Foundations Investment Advisors in 2026, he worked at firms including Simplicity Wealth, The Leaders Group Inc, Corecap Investments, and USA Financial Securities Corporation. Outside of his advisory role, he is involved in insurance sales and employee group benefits through his ownership of Smiths Financial Solutions. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios, asymmetric rebalancing, and third-party sub-advisers.

Reese Marine is a Series 66 credentialed advisor with New Edge Wealth in Knoxville, TN, currently in the early stages of his financial advisory career. Prior to joining New Edge Wealth, he worked at the Garza Law Firm and was involved with the University of Tennessee Baseball program. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a broad range of advisory services with a focus on asset allocation, investor behavior, and integrating technology tools alongside adviser judgment.

Nina Strickland is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including SFG Capital Management and First American National Investment Advisors. Outside of her advisory role, she assists with administrative duties for two spouse-owned businesses unrelated to investment activities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management alongside financial planning and insurance services.

Christopher Brown is a CFP® with 10 years of industry experience. He has held roles at Root Financial Partners since 2025 and previously worked at Clark Asset Management, Mariner Platform Solutions, and Patriot Investment Management Group. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, with specialized strategies available for clients with complex needs.

Michelle Palmer is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors from 2015 to 2022. Palmer also serves as a Branch Administrator for Wilkes & Griffin, LLC DBA Lightbridge Wealth Management, where she manages operational branch office needs and supervises support staff. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios combined with outside managers to tailor strategies based on client objectives and risk tolerance.

Zachary Benge is a financial advisor with Altitude Capital Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Altitude Capital, he founded Benge Retirement Group, LLC, and gained experience at North American Senior Benefits. His background also includes roles in the hospitality and retail sectors. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team approach to tailor strategies based on client objectives and risk tolerance, utilizing various investment techniques and managing over $100 million in discretionary assets.

Matthew Canter is a financial advisor with Arete Wealth Advisors, LLC in Knoxville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Center Street Securities, Cetera Investment Services, Regions Bank, and EQIS Capital Management. Outside of advisory work, he is involved with LeBlanc Financial Alliance as an agent and salesperson. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates various affiliated financial businesses and product channels in its approach.