James Williams III is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Tennessee Brokerage Agency, LPL Financial, and Thrivent Financial. Outside of advisory work, he operated Radiance Washing in 2022. TVAMP, LLC serves individual clients—including both high-net-worth and non-high-net-worth 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, constructing diversified portfolios primarily with mutual funds and ETFs, and offers both discretionary and non-discretionary asset management along with financial planning and retirement plan advisory services.

Kristyn Bullard is a CFP® with eight years of industry experience, currently serving as an advisor at Alliance Wealth Management Partners LLC. She previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of her advisory role, she is an independent insurance agent. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing diversified mutual funds, ETFs, individual securities, and a mix of fundamental and technical analysis.

Michael Bishop is a financial advisor with Alliance Wealth Management Partners LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and LPL Financial, LLC. He serves as treasurer for The Caregiver Superhero Society, a nonprofit organization. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for about 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios with a long-term orientation while employing both fundamental and technical analysis.

Jeffrey Foster is a financial advisor with TVAMP, LLC in Knoxville, TN, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been affiliated with LPL Financial, LLC since 2006. Foster also serves as Chief Compliance Officer and Investment Adviser Representative for Tennessee Valley Asset Management Partners, LLC. 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 client assets. The firm emphasizes fundamental analysis and strategic asset allocation, constructing diversified portfolios with mutual funds, ETFs, and individual securities, while providing ongoing monitoring and discretionary trading.

Joshua Stidham is a financial advisor with TVAMP, LLC based in Knoxville, TN. He holds the CFP® designation and has nine years of industry experience, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He also has a background with Lost Coffee and currently provides investment advisory services through his independent firm, Tennessee Valley Asset Management Partners, LLC. TVAMP serves individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in assets across about 2,500 client relationships, focusing on fundamental analysis and strategic asset allocation with diversified portfolios typically comprising mutual funds, ETFs, and individual securities.

Mason Mc Croskey is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TVAMP, he worked at Dimensional Fund Advisors and Bank of America. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in client assets through a team of 23 advisors, offering services such as discretionary and non-discretionary asset management, financial planning, and retirement plan advisory, with an investment approach centered on fundamental analysis and strategic asset allocation.

Benjamin Gleneck is a CFP® professional with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. His prior experience includes roles at Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC is an SEC-registered multi-advisor firm that offers asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client objectives.

Tyler Seymour is a financial advisor at TVAMP, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, The Nalls Sherbakoff Group, Centaurus Financial Inc., and Ingram Financial Group. Outside of his advisory role, he provides administrative support to TVAMP, LLC. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in assets and focuses on fundamental analysis and strategic asset allocation to construct diversified portfolios using mutual funds, ETFs, and individual securities.

Amanda Wilson is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 designation with nine years of industry experience. She previously worked at Morgan Stanley for 16 years and was associated with United Way of Greater Knoxville. 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 client assets. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation, offering diversified portfolios and a range of advisory services.

James Proffitt Jr. is a financial advisor at Proffitt & Goodson Inc. with 22 years of industry experience. He has spent his entire career with Proffitt & Goodson Inc., which he joined in 1986. 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 uses an evidence-based investment process combined with fundamental analysis and model-based asset allocation, managing accounts primarily on a discretionary basis with automated rebalancing and tax-loss harvesting.

Shane Caldwell is a financial advisor with TVAMP, LLC in Knoxville, TN, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 13 years of industry experience and has previously worked at firms including LPL Financial LLC, Bank of Tennessee, Bank of America, Merrill, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. In addition to his advisory role at TVAMP, Caldwell provides investment advisory services through Tennessee Valley Asset Management Partners, LLC. 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 assets across about 2,500 client relationships and employs a team of 23 advisors, offering services such as discretionary and non-discretionary asset management, financial planning, and retirement plan advisory. Their investment approach focuses on fundamental analysis and strategic asset allocation, utilizing diversified portfolios of mutual funds, ETFs, and individual securities.

Lori Bishop is a CFP® with 36 years of industry experience, currently serving at Alliance Wealth Management Partners LLC since 2021. Her prior experience includes roles at Cambridge Investment Research, Inc. and LPL Financial. Outside of her advisory work, she is involved in life coaching through Emerald Coaching Company and serves as Executive Director on the board of the Caregiver Superhero Society. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for about 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios using diversified mutual funds, ETFs, and other securities with a generally long-term orientation.

Charles Sweat is a CFP® professional with 32 years of experience in financial advisory services. He is affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has worked with related entities including Tennessee Brokerage Agency and LPL Financial. TVAMP serves individual clients, employer-sponsored retirement plans, and other entities, managing approximately $1.185 billion in assets. The firm employs a fundamental analysis and strategic asset allocation approach, constructing diversified portfolios with mutual funds, ETFs, and selected individual securities while providing ongoing monitoring and discretionary trading.

Katie Slate is a Series 66 licensed financial advisor with three years of industry experience. She is currently with TVAMP, LLC and has prior experience at LPL Financial LLC, Woodbury Financial Services Inc., and John Maloney III. Slate also serves as a notary, primarily notarizing documents for clients of her firm. TVAMP, LLC serves individual clients—including high-net-worth and non-HNW 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 relationships, employing a strategy focused on fundamental analysis and strategic asset allocation through diversified portfolios comprising mutual funds, ETFs, and individual securities.

Benjamin Hoffman is a financial advisor with TVAMP, LLC in Knoxville, TN. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining TVAMP, he worked in various roles including outsourcing and delivery services, and has experience in education and nonprofit work. TVAMP, LLC is a multi-advisor firm offering asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client objectives.

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 at LeConte Wealth Management, LLC in Maryville, TN, with 23 years of industry experience. He has been with LeConte Wealth Management since 2007 and holds Series 63 and Series 66 designations. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a four-advisor team, offering discretionary asset management, financial and tax planning, advisory consulting, and standalone tax-preparation services. The firm employs various investment analysis methods and focuses on mutual funds, ETFs, and corporate debt in its portfolio allocations.

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 with eight years of industry experience. He holds a Series 65 designation and has been with LeConte Wealth Management since 2016. Outside of advisory work, he operated a pressure washing business during 2017. 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 offerings and employs a multi-method analytical investment approach tailored to client objectives.

Paul Stout is a Series 65 licensed financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2021 and has been associated with Rand A, Inc. since 1997, where he also serves as an insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies.