Daniel Maupin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2020. Prior to joining Rather & Kittrell, he worked in real estate with Remax for one year. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and offers model portfolios tailored to client risk profiles.

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.

Chase Kerby is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2018. Prior to joining Rather & Kittrell, he worked at Travelers for five years. He is also a board member of the Shangri-La Therapeutic Academy of Riding, a nonprofit that uses horse therapy to assist individuals with disabilities or those at risk. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Douglas Whitten is a financial advisor at LeConte Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at M Holdings Securities, Inc., C&J Wealth Advisors, and Securities America. Whitten is also a licensed insurance agent in Tennessee, providing fixed insurance products. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning for individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform and employs a multi-method analytical approach tailored to client objectives.

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.

Jason Surdyk is a financial advisor at Brogan Financial in Knoxville, TN, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Commonwealth Financial Network and Vector Wealth Strategies, among others. Brogan Financial serves individual clients, high-net-worth individuals, businesses, retirement plans, trusts, estates, and charitable organizations by providing investment advisory, portfolio management, and comprehensive financial planning services. The firm emphasizes fundamental securities analysis and diversified strategies tailored to clients’ objectives and risk profiles.

Tyler Stermetz is a financial advisor at Brogan Financial with a Series 65 designation and one year of industry experience. His prior roles include positions outside the financial industry, such as work at 21st Mortgage Corporation and various local businesses in Knoxville, TN. Brogan Financial serves individual clients, businesses, retirement plans, trusts, estates, and charitable organizations, providing investment advisory, portfolio management, and financial planning services. The firm customizes advice based on client objectives and risk profiles, managing diversified portfolios using fundamental securities analysis and a combination of long- and short-term strategies.

Eric Belew is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with seven years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Brogan Financial in 2021. Outside of his advisory role, he is involved with Brogan Financial Insurance Planning, focusing on life, long-term care, disability, and fixed annuities. Brogan Financial serves individual clients, including high-net-worth individuals, as well as businesses, retirement plans, trusts, estates, and charitable organizations. The firm provides investment advisory and portfolio management services alongside comprehensive financial planning, using a mix of fundamental securities analysis and diversified strategies tailored to each client’s objectives and risk profile.

Samuel Paganelli is a CFP® and CFA® with three years of industry experience, currently serving at Rather & Kittrell, Inc. since 2021. Prior to joining Rather & Kittrell, he worked at the Tennessee Valley Authority and the University of Tennessee. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and implements portfolios primarily with low-cost mutual funds and ETFs.

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.

Jonathan Mills is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at PYA Waltman Capital and the Tennessee Valley Authority, as well as multiple roles at the University of Tennessee. He is also a licensed insurance agent, offering insurance products alongside his advisory services. 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 value-oriented investment strategies tailored to client objectives and risk tolerance, and supports its clients with educational materials and events.

Bradley Fugate is a financial advisor with Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 66 designation and 10 years of industry experience. He has worked at Madison Avenue Securities, LLC since 2017 and has been associated with Blue Ridge Wealth Planners since 2014. Outside of advisory work, he is the founder, singer, and songwriter of a band called O Youth. 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 tailored to client objectives and risk tolerance.

Lytle Rather is a financial advisor at Rather & Kittrell, Inc. in Knoxville, TN, holding CFP® and Series 63 credentials with 37 years of industry experience. He has worked at Rather & Kittrell since 2000 and spent 19 years at Securities Service Network, Inc. Rather serves on the board of the Historic Tennessee Theatre Foundation and is treasurer of the Virtue Cemetery Board. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and offers both discretionary and non-discretionary management.

Charles Loveday is a financial advisor with Visionary Horizons, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Tennessee Valley Asset Management Partners, LLC, LPL Financial, LLC, and Forester Benefits. Visionary Horizons, LLC 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 a combination of fundamental, technical, cyclical analysis, and option strategies supported by third-party research and algorithm-based modeling.

Madison Holbrook is a CFP® with seven years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. Holbrook has held roles at LPL Financial and PKS Investments, among others, and previously worked in education with the Grainger County School System. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, and institutional entities. The firm uses a combination of fundamental, technical, and algorithm-based research to manage tailored investment portfolios and offers plan-level fiduciary services under ERISA.

Charles Farmer is a financial advisor with Knox Wealth Partners Advisory in Knoxville, TN, holding the ChFC® designation and Series 63 license. He has 32 years of industry experience and has been with Knox Wealth Partners Advisory since 2017. Prior to that, he was associated with LPL Financial and has operated his own practice since 2008. Outside of his advisory work, Farmer serves as a minister on the board of the Presbytery of East Tennessee, PCUSA. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, primarily high-net-worth individuals and business owners. The firm employs an open-architecture investment approach, combining firm-directed asset allocation with various strategies including mutual funds, ETFs, fixed income, and specialty investments, and offers both discretionary and non-discretionary asset management alongside financial planning and consulting services.

Jaime Conry is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with Insight Strategic Wealth LLC since 2014, serving in his current role for the past seven 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 through passive mutual funds and ETFs with a buy-and-hold strategy.