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.

Joshua Stidham is a financial advisor with TVAMP, LLC, holding the CFP® designation and Series 63 and 66 licenses, with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He is also involved with Tennessee Valley Asset Management Partners, an independent advisory firm through which he provides investment advisory services. TVAMP offers investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios primarily composed of mutual funds and ETFs, and provides additional services such as retirement-plan advisory and sub-advisory relationships.

Jamie Shelton is a financial advisor with S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining S.E.E.D. Planning Group, Shelton worked at Ameriprise and spent four years at the University of Tennessee Knoxville. S.E.E.D. Planning Group provides wealth management, investment advisory, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a primarily long-term investment strategy, integrating tax and estate planning while managing diversified portfolios through its investment division, Sift Investment Management.

Collin Ironside is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rather & Kittrell, he worked at Virginia Military Institute and spent five years in secondary education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Thomas Beahn III is a CFP® professional with six years of industry experience. He currently serves as an advisor at Rather & Kittrell, Inc., where he has worked since 2024. Prior to this, he spent four years at Sycamore Financial Planning and four years at Clemson University. In addition to his advisory work, he is licensed as an insurance agent operating a sole proprietorship focused on insurance sales. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach using low-cost mutual funds and ETFs, with client portfolios assigned through a documented risk-profiling process.

Jeff Monson is a CFP® with 15 years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc since 2010. He also manages a real estate business as a managing partner of GCS Partnership, which he has been involved with since 1988. Patriot Investment Management Group advises a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with financial planning and pension consulting, employing fundamental and cyclical analysis to tailor investment strategies.

Noah Ledingham is a financial advisor at Patriot Investment Management Group Inc in Knoxville, TN. He holds Series 65 and Series 66 licenses and has one year of experience in the industry. His prior roles include positions at Prospera Financial Services Inc and Edward Jones. Patriot Investment Management Group is a multi-team advisory firm managing approximately $1.9 billion, serving individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis to tailor portfolios and monitor accounts.

Richard Hill is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, with six years of industry experience. He holds a Series 65 credential and has worked at Blue Ridge Wealth Planners since 2019, following roles at Aspect Strategies LLC and Bpv Capital Management. Outside of finance, Hill is involved in the hospitality sector, owning and operating a wine bar and a coffee shop in Knoxville. Blue Ridge Wealth Planners is a seven-advisor SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement advice to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and charting analysis to tailor investment strategies and offers educational materials and events to clients.

Jason Reagan is a CFP® and Series 66-registered advisor at Leading Edge Financial Planning LLC with eight years of industry experience. He has worked at Leading Edge since 2019 and previously served nine years with the Arizona Air National Guard. Outside of financial advising, he is a pilot for NetJets Aviation, a role he has held for over 19 years. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets using a long-term, diversified investment approach focused on low-cost mutual funds and ETFs, supported by discretionary portfolio management and regular account reviews.

Douglas Yoakley is a financial advisor at PYA Waltman Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at PYA Waltman Capital since 2014, concurrently maintaining roles in tax planning and as a director and treasurer for several local organizations, including a professional hockey team and medical research entities. Additionally, he serves as a director on the board of Mountain Commerce Bankshares. PYA Waltman Capital provides financial planning, investment management, and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with technical analysis for timing and manages accounts individually across a range of securities, including mutual funds, ETFs, stocks, and bonds.

Mason Mc Croskey is a financial advisor at TVAMP, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Dimensional Fund Advisors and Bank of America. 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 strategy using diversified portfolios of mutual funds and ETFs, and offers services such as wrap-fee programs, educational seminars, and accounts management through institutional platforms.

Joseph Haas is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Blue Ridge Wealth Planners in Knoxville, TN. Prior to joining Blue Ridge Wealth Planners, he worked at Alliance Bernstein from 2021 to 2023 and American Century Investments from 2016 to 2021. Outside of his advisory role, he is an assistant coach for a 3rd grade softball league at the West Nashville Sports League. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning to individual and high-net-worth clients, primarily through a sub-advisory platform. The firm employs proprietary model strategies using diversified mutual funds and ETFs, managing accounts on a discretionary basis with integrated wealth management services and periodic educational workshops.

William Alexander is a CFP® with 25 years of industry experience, currently serving as an advisor at Knox Wealth Partners Advisory in Knoxville, TN. He has been with Knox Wealth Partners Advisory since 2017 and has prior experience at LPL Financial dating back to 2007. Outside of his advisory role, he sells fixed insurance products, including life insurance and annuities. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients through a seven-advisor team, primarily serving 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 approach that includes model portfolios, mutual funds, ETFs, and specialty strategies, with regular account reviews and rebalancing.

Benjamin Gleneck is a CFP® professional based in Knoxville, TN, with six years of industry experience. He currently works at TVAMP, LLC and has prior experience with firms including Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and client education through seminars and newsletters.

Kristie Kughler is a financial advisor at Knox Wealth Partners Advisory with 19 years of industry experience. She holds the ChFC® designation and Series 66 registration. Her work history includes roles at Ameriprise Financial Services, New York Life, and LPL Financial. Outside of advising, she owns a non-investment related business in Knoxville, TN. Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing approximately $273 million for about 525 clients, primarily high-net-worth individuals and business owners. The firm offers a range of portfolio management and financial planning services using an open-architecture approach with fundamental, technical, cyclical, and charting analyses.

Tyler Seymour is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial LLC, The Nalls Sherbakoff Group, LLC, Centaurus Financial Inc., and Ingram Financial Group. He also provided administrative support to TVAMP, LLC in an investment-related capacity. TVAMP, LLC offers 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 strategy using diversified portfolios primarily composed of mutual funds and ETFs, and supports its clients through ongoing asset management, written financial plans, and retirement-plan advisory services.

Brian Mullins is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, LLC since 2014 and previously at Private Advisor Group, LLC. Mullins is also the owner of Mullins Wealth Management, an independent advisory practice. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm uses a predominantly long-term, diversified investment approach incorporating fundamental analysis and modern portfolio theory, managing accounts through a combination of in-house and independent managers across various platforms.

Stephen Beale is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc in Knoxville, TN. He has been with Patriot since 2014. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis tailored to client suitability.

Luann Jarnagin is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corp and Concourse Financial Group Securities Inc. Outside of her investment advisory work, she provides human resources consulting and training services. WMG Financial Advisors is a team-based registered investment adviser offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plans. The firm emphasizes long-term trading strategies grounded in modern portfolio theory and manages a range of investment vehicles, including mutual funds, ETFs, and real estate funds.

Amanda Wilson is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 credential with nine years of industry experience. She previously worked at Morgan Stanley for 16 years and was affiliated with United Way of Greater Knoxville. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as referral to third-party money managers and sub-advisory relationships.