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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Robert Fugate is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Blue Ridge Wealth Planners in Knoxville, TN, and has held positions at Madison Avenue Securities and Global Financial Private Capital. Outside of his advisory role, he serves as president and owner of Seven Islands Consulting Group, which supports marketing efforts for Blue Ridge Wealth Planners. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm uses proprietary model strategies to guide investment decisions and offers integrated wealth management with services that include retirement planning and educational workshops.

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.