Patrick Clark is a financial advisor at Alliance Wealth Management Partners LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He is also an independent insurance agent for various companies. Alliance Wealth Management Partners LLC is a multi-advisor team serving individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized portfolios using diversified mutual funds and ETFs, applying fundamental and technical analysis with a generally long-term orientation.

Matthew McDaniel is a CFP® professional with nine years of industry experience. He has worked at Compass Ion Advisors, LLC since 2021 and previously at Vision Financial Consulting and JTEKT Corporation. Outside of his advisory role, he provides tax preparation and planning services through McDaniel Tax Advisory LLC. Compass Ion Advisors, LLC serves individuals and families, including high-net-worth clients, as well as various institutions, offering integrated financial planning, investment advisory, and retirement plan consulting through a team-driven model managing approximately $1.59 billion in assets. The firm focuses on strategic asset allocation and long-term holding periods, utilizing a range of investment vehicles and regularly monitoring client portfolios.

Michael Lawson is a financial advisor at Alliance Wealth Management Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and LPL Financial. Lawson is also a licensed independent insurance agent, selling commissionable insurance products. Alliance Wealth Management Partners serves individuals, trusts, estates, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment focus while allowing tactical adjustments, and it offers portfolios constructed with diversified mutual funds and ETFs.

Richard Williamson is a financial advisor at FMSA in Knoxville, TN, holding a Series 65 designation. He began his advisory career in 2025 and previously worked in corporate roles at Vulcan Materials and International Paper for over 30 years. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach with discretionary portfolio management and comprehensive financial planning services.

Dylon Hibbard is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at LPL Financial LLC and Northwestern Mutual in various capacities, as well as serving six years in the Armed Forces. Outside of advisory work, he provides administrative support to Tennessee Valley Asset Management Partners, an independent investment advisor firm. TVAMP serves individual clients—including high-net-worth and non-HNW households—employer-sponsored retirement plans, and other entities, managing approximately $1.185 billion in assets across about 2,500 client relationships. The firm emphasizes fundamental analysis and strategic asset allocation, offering diversified portfolios, ongoing monitoring, and a range of advisory services.

Luke Bowes is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with TVAMP, LLC, where he has worked since 2021. Prior to this, he was employed at Evercore Group LLC and the Fuqua School of Business at Duke University. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities, managing over $1 billion in client assets. The firm emphasizes fundamental analysis and strategic asset allocation, typically constructing diversified portfolios with mutual funds, ETFs, and individual securities, while also providing ongoing monitoring and both discretionary and non-discretionary management services.

Kevin Painter 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. Outside of advisory work, he serves as a power of attorney for a family member. LeConte Wealth Management advises individuals, corporate entities, and charitable organizations through a four-advisor team, managing client accounts on a discretionary basis with firm-developed model portfolios. The firm offers services including asset management, financial and tax planning, advisory consulting, and standalone tax preparation.

Neil Goodson is a CFA® charterholder with eight years of industry experience. He has worked at Proffitt & Goodson Inc. since 2017 and previously at New Century Advisors, Inc. from 2010 to 2017. Outside of his advisory role, he is a partner in a real estate partnership that owns the office building used by Proffitt & Goodson Inc. as its principal location. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, offering discretionary portfolio management, financial and wealth planning, and pension consulting. The firm employs an evidence-based investment framework with model-based, core-satellite allocations and uses automated tools for rebalancing and tax-loss harvesting.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC with a Series 65 designation. He began his career in financial services in 2021 with Apex Insurance, LLC and joined LeConte Wealth Management in 2026. His prior experience includes roles in insurance and retail industries. 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 employs a multi-method analytical investment approach tailored to client objectives.

Scott Fisher is a CFP® professional with 27 years of industry experience. He is affiliated with TVAMP, LLC, where he has been since 2012, and also holds registrations with Tennessee Brokerage Agency and LPL Financial. In addition to his advisory roles, he is involved with TVAMP Tax Planning, LLC, which provides tax preparation and accounting services. TVAMP serves individual clients, including high-net-worth and non-high-net-worth households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in client assets across about 2,500 client relationships and emphasizes fundamental analysis and strategic asset allocation in its investment approach.

InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.

Bryan Belew is a financial advisor at LeConte Wealth Management, LLC in Nashville, TN, holding a Series 65 credential with one year of industry experience. He also operates Bryan M Belew, CPA, PLLC, a CPA firm specializing in tax preparation and assistance since 2018. Prior to his current roles, he worked at Bill Miles CPA and Blakenship CPA Group. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations, offering discretionary asset management, financial and tax planning, and advisory consulting through a four-advisor team. The firm employs multiple investment analysis methods and integrates tax planning with portfolio management.

Ryan Hoppie is a Planning Consultant at Fidelity Investments, where he supports individuals and families in pursuing their financial goals and working toward financial freedom. He focuses on providing personalized guidance and strategies that align with clients' values and long-term objectives. Prior to his current role, Ryan gained experience as a Portfolio Implementation Specialist at The Vanguard Group, a Financial Literacy Coach at Utah Valley University, and a Client Relationship Manager at Soltis Investment Advisors. He is committed to continuous learning and staying informed about industry trends and regulatory changes. Outside of his professional work, Ryan enjoys biking, camping, family activities, parenthood, and reading.

Michael Seelman is a financial advisor at Proffitt & Goodson Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkwise Wealth - Ameriprise Financial Services, LLC, as well as a background that includes engagements with Soccer Shots and academic institutions. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs an evidence-based investment approach combined with fundamental analysis and model-based asset allocation, managing accounts primarily on a discretionary basis using a core–satellite strategy with ETFs, mutual funds, and individual securities.

Connor Cox is a CFP® professional with one year of industry experience, currently serving at Proffitt & Goodson Inc. He previously worked at Trust Co. of Tennessee and held positions at the University of Tennessee and the Knoxville Police Department. Connor is a board member and treasurer of the Financial Planning Association of East Tennessee. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, using an evidence-based investment framework combined with fundamental and technical analysis. The firm offers discretionary portfolio management, financial and wealth planning, pension consulting, and employs both automated and held-away account technologies to manage client assets.

William Cochran is a CFP® professional with eight years of industry experience, currently practicing at TVAMP, LLC in Knoxville, TN. His prior work includes roles at Raymond James & Associates and Regions Bank. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities, managing approximately $1.185 billion in assets across about 2,500 client relationships with a team of 23 advisors. The firm employs a fundamental analysis and strategic asset allocation investment approach, offering diversified portfolios and a range of advisory services.

Melissa Mijares is a CFP® and Series 66 registered advisor with 13 years of industry experience. She currently serves at TVAMP, LLC and has previously worked with Edward Jones, Bank of Tennessee, and LPL Financial. In addition to her advisory role, she serves as Board Secretary for the Widowed Parent Relief Project in Knoxville, TN. TVAMP is a team-based firm with 23 advisors serving individual clients—including high-net-worth and non-HNW households—as well as employer-sponsored retirement plans. The firm manages approximately $1.185 billion in assets and offers services such as discretionary and non-discretionary asset management, financial planning, and retirement plan advisory, utilizing fundamental analysis and strategic asset allocation to construct diversified portfolios.

Michael Conaty is a financial advisor with TVAMP, LLC, holding a Series 63 designation and 27 years of industry experience. His career includes roles at First Tennessee Brokerage and LPL Financial LLC, and he has been with TVAMP since 2016. Outside of his advisory work, he is involved with Knox Youth Sports in Knoxville, TN. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans. The firm manages approximately $1.185 billion in assets across about 2,500 client relationships, emphasizing fundamental analysis and strategic asset allocation through diversified portfolios featuring mutual funds, ETFs, and individual securities.

James Brynmor is a Series 65-credentialed financial advisor with Marotta Wealth Management, Inc. in Knoxville, TN. He has one year of industry experience and previously held roles at Leading Edge Financial Planning, Ameriprise Financial, and Capitol Financial Solutions. Marotta Wealth Management provides investment management and comprehensive financial planning to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm specializes in clients approaching retirement, university professors, small business owners, generational trusts, and “supersavers,” using a diversified, low-cost investment approach grounded in modern portfolio theory.

Robert Eddins is a CFP® professional with 28 years of experience, currently serving at TVAMP, LLC in Knoxville, TN. His work history includes roles at Tennessee Brokerage Agency, LPL Financial, FTB Advisors, and First Tennessee. Outside of his advisory work, he has acted as a writer and editor since 2018. TVAMP, LLC manages approximately $1.185 billion in assets across 2,500 client relationships, providing services to individual clients—including high-net-worth and non-high-net-worth households—as well as employer-sponsored retirement plans. The firm focuses on fundamental analysis and strategic asset allocation, constructing diversified portfolios typically with mutual funds and ETFs, and offers both discretionary and non-discretionary management along with retirement plan advisory services.