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 26 years of industry experience, currently serving at Knox Wealth Partners Advisory. Her career includes roles at LPL Financial, Wells Fargo Clearing, and Merrill. She has been with Knox Wealth Partners Advisory since 2017. Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing approximately $273 million for around 525 clients, mainly high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party portfolio managers, utilizing an open-architecture approach that includes direct security selection, model and manager-based solutions, and a mix of fundamental, technical, cyclical, and charting analyses.

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.

Amanda Howerton is a CFP® professional with 13 years of experience in financial advising. She has been with Rather & Kittrell, Inc. since 2012. Outside of her advisory role, she serves as a board member for two nonprofit organizations focused on affordable housing and community support in Maryville, TN. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

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.

Nathan Woods is a CFP® professional with 15 years of industry experience, currently serving at Rather & Kittrell, Inc. since 2020. He previously worked for The Trust Company of Tennessee for 10 years. Outside of his advisory role, Woods serves on the boards of several nonprofit organizations focused on cancer support and youth development, including the Cancer Support Community East Tennessee and the Boy Scouts of America/Great Smokey Mountain Council. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and serves over 1,100 clients with approximately $1.855 billion in assets under management.

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.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with eight years of industry experience. He has been with LeConte Wealth Management since 2016 in various roles. Outside of advising, he previously operated a pressure washing business. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and providing clients with personalized planning and reporting tools.

Trent Lowe is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining WMG Financial Advisors, he worked at Patten and Patten Investments and held various roles outside the financial industry while completing his education. WMG Financial Advisors is a team-based registered investment adviser serving 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.

Tyler Fedrick is a CFP® professional with eight years of industry experience currently serving at Visionary Horizons, LLC. His background includes roles at LPL Financial, Smartria, and PFS Investments, among others. In addition to his advisory work, he offers interview coaching services independently. Visionary Horizons provides investment advisory and financial planning services to a diverse clientele including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios and third-party research to tailor allocations across various asset classes and incorporates AI tools in its service delivery.

Aaron Hardy is a CFA® charterholder affiliated with S.E.E.D. Planning Group, LLC in Knoxville, TN. He has held prior roles at Belmont Acquisitions and served on the Fujimi City Board of Education. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm that offers investment management, wealth management, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm integrates values-based financial planning with tax and estate coordination, applying fundamental analysis and long-term portfolio strategies to manage approximately $568 million in discretionary assets.