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Michael S

Series 65

Knoxville, TN

Proffitt & Goodson Inc.

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.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Eric F

CFP®, Series 63

Knoxville, TN

PYA Waltman Capital, LLC

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.

General retirement planning Wealth management
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Connor C

CFP®

Knoxville, TN

Proffitt & Goodson Inc.

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.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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William C

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

William Cochran is a CFP® professional with eight years of industry experience, currently serving at TVAMP, LLC. His prior work includes positions at Raymond James & Associates and Regions Bank. He is based in Knoxville, TN. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers. The firm offers a range of services, including wrap-fee programs, educational seminars, and accounting-liaison support.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Mark S

Series 66

Knoxville, TN

Brogan Financial

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.

Income planning General retirement planning General tax planning Business succession planning
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Melissa M

CFP®, Series 66

Knoxville, TN

TVAMP, LLC

Melissa Mijares is a CFP®-certified financial advisor with 13 years of industry experience. She is currently affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has worked previously with Edward Jones, Bank of Tennessee, and LPL Financial LLC. Mijares serves as Board Secretary for the Widowed Parent Relief Project in Knoxville. 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 approach using diversified portfolios primarily made up of mutual funds and ETFs, and offers a range of services including ERISA retirement-plan advisory and access to third-party money managers.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Michael C

Series 63

Knoxville, TN

TVAMP, LLC

Michael Conaty is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at firms including First Horizon Advisors, Inc. and Ftb Advisors, Inc., and has been with TVAMP and affiliated entities since 2016. Outside of his advisory role, he is involved in Knox Youth Sports. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, emphasizing a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs. The firm offers ongoing asset management, retirement-plan advisory services, and access to third-party money managers through institutional platforms and unique features such as a wrap-fee program and educational workshops.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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James B

Series 65

Knoxville, TN

Marotta Wealth Management, Inc.

James Brynmor is a financial advisor at Marotta Wealth Management, Inc. based in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Leading Edge Financial Planning, Ameriprise Financial, and Capitol Financial Solutions. Marotta Wealth Management provides wealth management and financial planning services to individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified asset allocation and offers fee-only fiduciary advisory services through a multi-advisor team.

General retirement planning Wealth management University Employee Founder/Business Owner Approaching retirement Established Professionals
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Austin K

Series 65

Knoxville, TN

PYA Waltman Capital, LLC

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.

General retirement planning Wealth management
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Robert E

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Robert Eddins is a CFP® with 28 years of experience in the financial services industry. He is affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has also worked with Tennessee Brokerage Agency and LPL Financial, LLC. In addition to his advisory work, he is involved as a writer and editor. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm follows a long-term, asset-allocation strategy using diversified portfolios, model portfolios, and third-party managers, and offers services such as sub-advisory relationships and variable sub-account management.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Charles M

CFP®, Series 66

Knoxville, TN

Leading Edge Financial Planning LLC

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.

Wealth management Early retirement planning Charitable giving & philanthropy Debt management
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Aaron N

CFP®

Knoxville, TN

PYA Waltman Capital, LLC

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.

General retirement planning Wealth management
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Brynn P

Series 65

Knoxville, TN

Brogan Financial

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.

Income planning General retirement planning General tax planning Business succession planning
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James W

Series 66

Knoxville, TN

TVAMP, LLC

James Williams III is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 license and having three years of industry experience. His work history includes roles at Tennessee Brokerage Agency, LPL Financial, and Thrivent Financial. Outside of advisory work, he has experience in transportation and washing services. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios of mutual funds and ETFs, and offers additional services such as sub-advisory relationships, employer-plan management, and educational seminars.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Kristyn B

CFP®, Series 66

Knoxville, TN

Alliance Wealth Management Partners LLC

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.

Active portfolio management Options & derivatives strategies
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Michael B

Series 63, Series 65

Knoxville, TN

Alliance Wealth Management Partners LLC

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.

Active portfolio management Options & derivatives strategies
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Jeffrey F

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Jeffrey Foster is a CFP® with 26 years of industry experience, currently serving at TVAMP, LLC in Knoxville, TN. He has worked with TVAMP since 2012 and has been affiliated with LPL Financial, LLC since 2006. Foster holds Series 63 and Series 65 licenses and has roles involving compliance and advisory responsibilities within his firm. 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 of mutual funds and ETFs, and offers services such as sub-advisory relationships and retirement-plan advisory engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Jack W

CFP®, Series 63, Series 65

Knoxville, TN

PYA Waltman Capital, LLC

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.

General retirement planning Wealth management
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Joshua S

CFP®, Series 63, Series 66

Knoxville, TN

TVAMP, LLC

Joshua Stidham is a financial advisor with TVAMP, LLC, holding the CFP® designation and Series 63 and 66 licenses, with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He is also involved with Tennessee Valley Asset Management Partners, an independent advisory firm through which he provides investment advisory services. TVAMP offers investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios primarily composed of mutual funds and ETFs, and provides additional services such as retirement-plan advisory and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Jason R

CFP®, Series 66

Knoxville, TN

Leading Edge Financial Planning LLC

Jason Reagan is a CFP® and Series 66-registered advisor at Leading Edge Financial Planning LLC with eight years of industry experience. He has worked at Leading Edge since 2019 and previously served nine years with the Arizona Air National Guard. Outside of financial advising, he is a pilot for NetJets Aviation, a role he has held for over 19 years. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets using a long-term, diversified investment approach focused on low-cost mutual funds and ETFs, supported by discretionary portfolio management and regular account reviews.

Wealth management Early retirement planning Charitable giving & philanthropy Debt management
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