Thomas Sherbakoff is a CFP® with 13 years of industry experience, currently serving as an advisor at The Nalls Sherbakoff Group, LLC in Knoxville, TN. He has been with the firm and its predecessor, The Nalls Group, LLC, since 2014. The Nalls Sherbakoff Group provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies using fundamental, technical, and cyclical analysis, and offers discretionary portfolio management, pension consulting, and educational seminars, with a focus on equities, corporate debt, mutual funds, and ETFs.

Joseph Mccameron is a financial advisor at Visionary Horizons, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Insurance Agency, Purshe Kaplan Sterling Investments, and WCH Casualty Insurance. He is also a licensed insurance agent in Knoxville, TN, dedicating part of his time to this role. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and model portfolios informed by fundamental, technical, and cyclical analysis, as well as algorithm-based research.

Michael Simpson is a CFP® with 16 years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2017. Outside of his advisory role, Simpson is involved in several nonprofit organizations, including serving as chairman of the boards for Arab Christian Refugee Assistance, Friends Against Parental Alienation, Knoxville Downtown Sertoma Club, and Knoxville Habitat for Humanity. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs tailored investment plans using a combination of fundamental, technical, cyclical analysis, and option strategies, supplemented by algorithm-based modeling, and offers fiduciary services to employers under ERISA guidelines.

Robin Clark is a financial advisor with Knox Wealth Partners Advisory, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with LPL Financial since 2008 and has been with Knox Wealth Partners Advisory since 2018. Outside of advisory services, he operates an independent insurance agency specializing in fixed insurance products. Knox Wealth Partners Advisory serves primarily high-net-worth individuals and business owners, managing approximately $231 million across a seven-advisor team. The firm employs an open-architecture investment approach that includes a variety of asset classes and strategies, and it offers both discretionary and non-discretionary management alongside financial planning and consulting services.

Macey Smith is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, Smith worked at Gavino's and Saratoga Group and has experience in various roles including at Morehead State University and Milex Logistics. Smith also serves as an insurance agent offering insurance products and services to clients. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement planning. The firm employs a mix of fundamental, technical, and charting analysis to tailor investment strategies and also provides educational materials and events to clients.

Laura Bolton is a financial advisor at Patriot Investment Management Group Inc with 21 years of industry experience. She has been with Patriot since 2001. 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 to guide investment decisions and often operates under discretionary authority.

Scott Branson is a financial advisor with Regal Advisory Services, Inc. in Knoxville, TN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Securities since 2012. Outside of advisory duties, he prepares tax returns through a separate financial services activity. Regal Advisory Services serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities, providing financial planning, portfolio management, and retirement plan advisory services using a combination of fundamental and quantitative research. The firm offers various program structures and manages assets through proprietary offerings and third-party platforms, with many clients retaining final trading authority under non-discretionary arrangements.

Joseph Bedford is a financial advisor at Sovereign Financial Group, Inc. in Knoxville, TN. He holds a Series 65 designation and has experience in tax accounting and advisory services through his roles at Your Back Office Accounting and Strategic Resource Alliance. Prior to his current advisory role, he worked at Intuit Inc. and Pellissippi State Community College. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

Patricia Taylor is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN, holding the PFS™ and Series 65 credentials and bringing 15 years of industry experience. She has been with Insight Strategic Wealth since 2010 and previously worked at Conry Taylor & Morrow CPAs PC for 36 years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, with portfolios managed mostly on a discretionary, buy-and-hold basis.

John Perdue is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Lincoln Financial Securities Corporation. Outside of advising, he holds power of attorney for a family member and serves as a producer for insurance products including variable universal life. 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 uses long-term trading strategies grounded in modern portfolio theory and manages a range of assets including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

David Goodson is a CFA® charterholder with 22 years of industry experience. He has been with Proffitt & Goodson Inc. in Knoxville, TN since 1986. Outside of his advisory role, he is a partner in Dryad Properties Partnership, a real estate partnership that owns the office building used by his firm. 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.

Richard Gardner is a CFP® with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. Prior to joining TVAMP, he worked at Edward Jones for four years and Home Federal Bank for nine years. He is also involved with Tennessee Valley Asset Management Partners, LLC, an independent investment advisory firm he started in 2023. 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 with mutual funds and ETFs, and offers additional services such as third-party money manager referrals, sub-advisory relationships, and retirement-plan advisory engagements.

Wesley Brown is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with CogentBlue Wealth Advisors since 2019, including its prior formation as WEALTHCARE ADVISORY PARTNERS LLC, and previously worked at Rather & Kittrell, Inc. Outside of financial advising, he is a partner in Origin Offroad, LLC, a vehicle upfitting business. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement, utilizing outside managers and sub-advisors as appropriate.

Amy Walker is a CFP® with three years of industry experience and is currently with Patriot Investment Management Group Inc. She has worked at Patriot Investment Management Group since 2019 and previously at Brogan Financial, Inc. from 2013 to 2019. 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 discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager selection, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

James Brogan is a financial advisor with Brogan Financial in Knoxville, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Brogan Financial since 2001. In addition to his advisory role, he is an independent life and health insurance agent operating under Brogan Financial LLC. Brogan Financial serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management and comprehensive financial planning. The firm manages approximately $533 million in assets across 755 client relationships, employing fundamental securities analysis and offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Benjamin Barnett is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes roles at First Tennessee and FTB Advisors, Inc., as well as work with Concourse Financial Group Securities, Inc. In addition to his advisory work, he is involved in selling insurance products through WMG Financial Services. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, and retirement plans with portfolio management, financial planning, and consulting services. The firm emphasizes long-term trading guided by modern portfolio theory and manages discretionary accounts with a focus on mutual funds, ETFs, fixed income, real estate funds, and closed-end funds/BDCs.

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.

Adam Brock is a CFP® and Series 65-licensed advisor with 14 years of industry experience. He has been with Patriot Investment Management Group Inc since 2009. 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 asset manager selection, using fundamental and cyclical analysis to tailor portfolios based on client suitability.

Jacob Nelson is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has one year of experience in advisory services. Prior to joining Blue Ridge Wealth Planners, he worked at 21st Mortgage Corporation and Sam’s Club. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients, utilizing a proprietary model strategy that incorporates diversified mutual funds, ETFs, and select alternative assets. The firm offers integrated wealth management services, including wrap-fee programs, retirement rollover recommendations, and educational workshops.