Jason Surdyk is a financial advisor at Brogan Financial in Knoxville, TN, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Commonwealth Financial Network and Vector Wealth Strategies, among others. Brogan Financial serves individual clients, high-net-worth individuals, businesses, retirement plans, trusts, estates, and charitable organizations by providing investment advisory, portfolio management, and comprehensive financial planning services. The firm emphasizes fundamental securities analysis and diversified strategies tailored to clients’ objectives and risk profiles.

Tyler Stermetz is a financial advisor at Brogan Financial with a Series 65 designation and one year of industry experience. His prior roles include positions outside the financial industry, such as work at 21st Mortgage Corporation and various local businesses in Knoxville, TN. Brogan Financial serves individual clients, businesses, retirement plans, trusts, estates, and charitable organizations, providing investment advisory, portfolio management, and financial planning services. The firm customizes advice based on client objectives and risk profiles, managing diversified portfolios using fundamental securities analysis and a combination of long- and short-term strategies.

Eric Belew is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Brogan Financial in 2021. Outside of his advisory role, he is involved with Brogan Financial Insurance Planning, focusing on life, long-term care, disability, and fixed annuities. Brogan Financial serves individual clients, including high-net-worth individuals, as well as businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides investment advisory and portfolio management services alongside comprehensive financial planning, using a mix of fundamental securities analysis and diversified strategies tailored to each client’s objectives and risk profile.

Aaron Sams is a CFA® charterholder with 15 years of experience in the financial industry. He has been with PYA Waltman Capital, LLC since 2011, working as part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital provides financial planning, investment supervisory and management services, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with supplemental technical analysis for timing, managing portfolios on an individualized basis.

Melissa Ballard is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has been with PYA Waltman Capital, LLC since 2008. PYA Waltman Capital, LLC provides 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 and manages accounts on an individualized basis with regular reviews.

Lucas Nulsen is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 65 designation and with two years of industry experience. His prior roles include positions at the Tennessee Department of Treasury and Kroger. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a fundamental analysis approach with a long-term strategy supported by diversified portfolios constructed with ETFs, mutual funds, equities, and bonds, integrating tax planning and client values into its portfolio management.

Kevin Painter is a financial advisor at Leconte Wealth Management, LLC in Maryville, TN, with 24 years of industry experience. He has been with Leconte Wealth Management since 2007 and holds Series 63 and Series 66 designations. Outside of advisory services, he serves as a power of attorney for a family member. 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, offering tailored investment strategies alongside tax preparation and planning.

Jonathan Bednar is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 registrations and over 35 years of industry experience. His career includes roles at Paradigm Wealth Partners, LPL Financial, and Independent Advisor Alliance. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options, supported by an institutional platform with discretionary authority and portfolio monitoring.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Apex Insurance, LLC, Farm Bureau Insurance of Tennessee, Greenleaf Industries, and Alumni Hall Stores. 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 and uses a multi-method analytical approach to tailor investment advice.

Jane Maikkula is an advisor at Brogan Financial in Knoxville, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Brogan Financial, she worked in various roles including at Real Hot Yoga Knoxville and the UTK Office of Sorority & Fraternity Life. Brogan Financial serves individual clients, businesses, retirement plans, trusts, estates, and charitable organizations with services including investment advisory, portfolio management, and financial planning. The firm focuses on tailored advice based on clients' objectives and risk profiles, utilizing fundamental securities analysis and a mix of long- and short-term strategies.

Claire Kluth is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PYA Waltman Capital, LLC since 2022. Her prior work includes positions at Liberty University and Ronald Blue Trust. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis and offers individualized portfolio management with performance-based fee arrangements for qualified clients.

Bryan Belew is a financial advisor at Leconte Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and operates his own CPA firm, Bryan M Belew, CPA, PLLC, which provides tax preparation and assistance services. Prior to joining Leconte Wealth Management, he worked at Bill Miles CPA and Blakenship CPA Group. Leconte Wealth Management offers discretionary portfolio management, financial planning, and advisory consulting to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, providing customized portfolios and tax planning as part of its Purpose Built Planning service.

Eric Foster is a CFP® professional with 20 years of industry experience, currently serving at PYA Waltman Capital, LLC since 2005. He also works as an independent insurance agent for various insurance companies. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis with both discretionary and non-discretionary options.

Mark Shreve is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Brogan Financial in 2021. Brogan Financial serves individuals, businesses, and various institutional clients with investment management and comprehensive financial planning services. The firm emphasizes tailored advice based on client objectives and risk profiles, using fundamental securities analysis to implement investment strategies across a broad range of asset types.

Todd Birdwell is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2003 and has been involved with Paradigm Wealth Partners and Independent Advisor Alliance over the past two decades. Birdwell also serves as a trustee of his parents’ charitable trust. CoreVision Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines direct portfolio management with unaffiliated independent managers and employs a largely long-term investment approach supplemented by tactical adjustments, using low-cost mutual funds, ETFs, individual securities, derivatives, and margin within a wrap-fee program.

Austin Koplan is a financial advisor with PYA Waltman Capital, LLC, holding a Series 65 designation and four years of industry experience. He has worked at PYA Waltman Capital since 2020 and previously spent three years at RSM US LLP. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on a personalized basis and offering performance-based fee arrangements to qualified clients.

Aaron Nolan is a CFP® affiliated with PYA Waltman Capital, LLC in Knoxville, TN, with four years of industry experience. His prior work includes multiple roles at PYA Waltman Capital as well as positions at Liberty University and Horizon Financial Solutions. Before entering financial services, he worked for over a decade at Cross Lanes Christian. PYA Waltman Capital provides financial planning, investment supervisory and management services, and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a tactical investment approach combining fundamental-value and technical analysis, managing accounts individually with regular reviews.

Brynn Pierce is a financial advisor at Brogan Financial with a Series 65 designation and experience beginning in 2021. Prior to joining Brogan Financial, Pierce worked at Jordan Flom, LLC and held positions outside the financial industry, including roles at Knoxville Institute of Dermatology and Parkwest Medical Center. Brogan Financial serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning. The firm employs fundamental securities analysis for long- and short-term strategies and manages approximately $533 million in client assets across about 755 relationships.

Jack Waltman Jr. is a CFP®-certified financial advisor with 20 years of industry experience. He has been with PYA Waltman Capital, LLC since 2005, where he is part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis with regular reviews.

Jamie Shelton is a Series 66-licensed financial advisor with six years of industry experience. He has worked at S.E.E.D. Planning Group, LLC since 2021 and previously spent time at Ameriprise and the University of Tennessee Knoxville. S.E.E.D. Planning Group is a multi-advisor team providing wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a values-based, long-term investment approach with fundamental analysis and offers discretionary portfolio management combined with tax and estate planning.