Marc Morris is a Series 65-licensed financial advisor with six years of industry experience, currently with Blue Ridge Wealth Planners since 2019. He previously worked at PYA, P.C. and held roles related to investment and finance at the University of Tennessee. Outside of his advisory role, he is the managing member of Lighthouse Financial LLC, an investment club where he oversees bi-annual meetings and investment strategy. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning to individual and high-net-worth clients, utilizing proprietary model strategies and a sub-advisory platform. The firm offers integrated wealth management, retirement rollover recommendations, and educational workshops.

Michael Brown is a financial advisor with Patriot Investment Management Group Inc, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., where he worked from 2015 to 2020. He took a brief retirement from 2020 to 2021 before joining Patriot Investment Management Group. Patriot Investment Management Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis, and often operates under discretionary authority while integrating accounting services as an outside business activity.

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.

Brandon Smith is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Patriot Investment Management Group Inc. since 2019 and previously worked at Thierry V Sommer & Associates and Third Group Properties. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis with ongoing portfolio monitoring, and integrates accounting services as an outside business activity.

Kevin Gormley is a CFP® professional with 15 years of experience, currently serving as an advisor at Leading Edge Financial Planning LLC. He has worked with Leading Edge Financial Planning since 2015 and is also the managing member and owner of Leading Edge Tax Planning, LLC, a tax planning and preparation firm. Prior to this, he spent nine years at Accounting Consultants, Inc. Leading Edge Financial Planning LLC offers wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation, diversification, and long-term investing, utilizing a mix of low-cost mutual funds, ETFs, and other investment vehicles while providing discretionary portfolio management and continuous account reviews.

John Smartt is a financial advisor with Patriot Investment Management Group Inc in Knoxville, TN, holding 21 years of industry experience. He has worked at Patriot since 2019 and has been involved with Financial Counseling & Administration since 1993. Patriot Investment Management Group serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning, employing fundamental and cyclical analysis, and often operates under discretionary authority while integrating accounting services as an outside business activity.

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.

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.

Bryce Hodge is a financial advisor at Blue Ridge Wealth Planners with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, 21st Mortgage, and First Century Bank. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and value-oriented investment strategies and supports clients through both proprietary and third-party model portfolios.

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.

Julia Kaye is a financial advisor with Blue Ridge Wealth Planners in Knoxville, TN. She holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, she worked at Shellpoint Mortgage and 21st Mortgage. Outside of her advisory role, she serves as the Operational Finance and Governance Lead for the Knox County Young Democrats of America. 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 using tailored investment strategies that incorporate fundamental, technical, and value-oriented approaches, alongside offering educational materials and events on retirement and financial planning.

Brandon Alley is a financial advisor at Patriot Investment Management Group Inc with 12 years of industry experience. He holds the Series 65 designation and has worked at Patriot Investment Management Group since 2017, following four years at Brogan Financial Inc. Patriot Investment Management Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party manager selection, using fundamental and cyclical analysis to tailor and monitor client 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.

John Vandergriff is a Series 65-licensed financial advisor with Blue Ridge Wealth Planners in Knoxville, TN, with 13 years of industry experience. He has been with Blue Ridge Wealth Planners and its predecessor entities since 2014 and previously worked at Global Financial Private Capital, LLC. Outside of his advisory role, he is a member and owner of Cogdill One, LLC, a commercial real estate business in Knoxville. Blue Ridge Wealth Planners offers discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm’s investment approach includes using proprietary model strategies with diversified mutual funds, ETFs, and alternative real-asset exposures, often implemented through a sub-advisory platform.

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.

Charles Mattingly is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Leading Edge Financial Planning LLC since 2015. He has a longstanding career as a pilot with Southwest Airlines, beginning in 2007, which he continues alongside his advisory work. Mattingly also owns Leading Edge Tax Planning LLC, a tax and accounting services business. Leading Edge Financial Planning LLC is a team of nine advisors providing wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and a long-term investment approach using mostly low-cost mutual funds and ETFs, alongside discretionary portfolio management and financial consulting.