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John V

Series 65

Knoxville, TN

Blue Ridge Wealth Planners

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.

Retirement income strategy Tax-loss harvesting Concentrated stock management Private / alternative investments Active portfolio management
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Robert E

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Robert Eddins is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with TVAMP, LLC and has held roles at Tennessee Brokerage Agency, LPL Financial, Ftb Advisors, and First Horizon Advisors. In addition to his advisory work, Eddins engages in writing and editing activities. 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 composed of mutual funds and ETFs, and offers additional services such as wrap-fee programs, 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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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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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® professional at Alliance Wealth Management Partners LLC with nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has held roles outside financial services, including positions at The Home Depot and Tennessee Tech University. Bullard also serves as an independent insurance agent. Alliance Wealth Management Partners is a registered investment adviser serving individuals, trusts, estates, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis with a generally long-term investment focus and offers customized portfolio management and retirement-plan consulting.

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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Joshua B

Series 65

Knoxville, TN

Blue Ridge Wealth Planners

Joshua Bigwood is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation and with seven years of industry experience, all of which has been with Blue Ridge Wealth Planners. Prior to his advisory career, he worked at Olive Garden for seven years. He is also a licensed insurance agent offering insurance products and services to clients. 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 for portfolio management. The firm offers integrated wealth management, retirement rollover advice, and ongoing client education through workshops and seminars.

Retirement income strategy Tax-loss harvesting Concentrated stock management Private / alternative investments Active portfolio 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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Jeff M

CFP®, Series 66

Knoxville, TN

Patriot Investment Management Group Inc

Jeff Monson is a CFP® with 15 years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc since 2010. He also manages a real estate business as a managing partner of GCS Partnership, which he has been involved with since 1988. Patriot Investment Management Group advises a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with financial planning and pension consulting, employing fundamental and cyclical analysis to tailor investment strategies.

General retirement planning Retired Founder/Business Owner
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Noah L

Series 65, Series 66

Knoxville, TN

Patriot Investment Management Group Inc

Noah Ledingham is a financial advisor at Patriot Investment Management Group Inc in Knoxville, TN. He holds Series 65 and Series 66 licenses and has one year of experience in the industry. His prior roles include positions at Prospera Financial Services Inc and Edward Jones. Patriot Investment Management Group is a multi-team advisory firm managing approximately $1.9 billion, serving individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis to tailor portfolios and monitor accounts.

General retirement planning Retired Founder/Business Owner
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Richard H

Series 65

Knoxville, TN

Blue Ridge Wealth Planners

Richard Hill is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, with six years of industry experience. He holds a Series 65 credential and has worked at Blue Ridge Wealth Planners since 2019, following roles at Aspect Strategies LLC and Bpv Capital Management. Outside of finance, Hill is involved in the hospitality sector, owning and operating a wine bar and a coffee shop in Knoxville. Blue Ridge Wealth Planners is a seven-advisor SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement advice to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and charting analysis to tailor investment strategies and offers educational materials and events to clients.

Retirement income strategy Tax-loss harvesting Concentrated stock management Private / alternative investments Active portfolio management
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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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Mason M

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Mason Mc Croskey is a financial advisor at TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Bank of America, along with periods dedicated to full-time education. 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 it offers additional services such as written financial plans, 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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Joseph H

CFA®

Knoxville, TN

Blue Ridge Wealth Planners

Joseph Haas is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Blue Ridge Wealth Planners in Knoxville, TN. Prior to joining Blue Ridge Wealth Planners, he worked at Alliance Bernstein from 2021 to 2023 and American Century Investments from 2016 to 2021. Outside of his advisory role, he is an assistant coach for a 3rd grade softball league at the West Nashville Sports League. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning to individual and high-net-worth clients, primarily through a sub-advisory platform. The firm employs proprietary model strategies using diversified mutual funds and ETFs, managing accounts on a discretionary basis with integrated wealth management services and periodic educational workshops.

Retirement income strategy Tax-loss harvesting Concentrated stock management Private / alternative investments Active portfolio management
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Benjamin G

CFP®, Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Benjamin Gleneck is a CFP® professional based in Knoxville, TN, with six years of industry experience. He currently works at TVAMP, LLC and has prior experience with firms including Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and client education through seminars and newsletters.

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

Series 63, Series 65

Knoxville, TN

TVAMP, LLC

Tyler Seymour is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at LPL Financial LLC, The Nalls Sherbakoff Group, Centaurus Financial Inc., and Ingram Financial Group. Outside of finance, he has experience with the Boy Scouts of America. 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 mutual fund and ETF portfolios, and offers additional services such as 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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Brian M

Series 63, Series 66

Oak Ridge, TN

MPWM Advisory Solutions LLC

Brian Mullins is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, LLC since 2014 and previously at Private Advisor Group, LLC. Mullins is also the owner of Mullins Wealth Management, an independent advisory practice. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm uses a predominantly long-term, diversified investment approach incorporating fundamental analysis and modern portfolio theory, managing accounts through a combination of in-house and independent managers across various platforms.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Stephen B

CFP®, Series 65

Knoxville, TN

Patriot Investment Management Group Inc

Stephen Beale is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc in Knoxville, TN. He has been with Patriot since 2014. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis tailored to client suitability.

General retirement planning Retired Founder/Business Owner
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Amanda W

Series 66

Knoxville, TN

TVAMP, LLC

Amanda Wilson is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 credential with nine years of industry experience. She previously worked at Morgan Stanley for 16 years and was affiliated with United Way of Greater Knoxville. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as referral to third-party money managers 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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