Jackson Palmer is a financial advisor at WMG Financial Advisors, LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Concourse Financial Group Securities, Inc. and Strategic Wealth Management. In addition to his advisory role, Palmer operates a tax accounting and business advisory practice as a CPA under Witcher CPA, LLC. WMG Financial Advisors is a team-based firm that offers portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm uses long-term trading strategies focused on modern portfolio theory and manages discretionary accounts across various investment vehicles, including mutual funds, ETFs, and closed-end funds.

Richard Williamson is a financial advisor at FMSA in Knoxville, TN, holding a Series 65 designation. He began his advisory career in 2025 and previously worked in corporate roles at Vulcan Materials and International Paper for over 30 years. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach with discretionary portfolio management and comprehensive financial planning services.

Melissa Ballard is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has been with PYA Waltman Capital, LLC since 2008. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis and manages accounts on an individualized basis with regular reviews.

Paul Hall is a CFP® with 26 years of industry experience, currently serving as an advisor at Rather & Kittrell, Inc. since 2002. His prior work includes roles at Securities Service Network, Inc. and The Todd Greene Agency. He is also an author of a book titled *Beyond the White Coat - Wealth Management for Physicians in Turbulent Times* and serves on the board of the Lift Foundation, a nonprofit organization. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Lucas Belangee is a CFP® affiliated with Rather & Kittrell, Inc. in Knoxville, TN. He has one year of industry experience and has held roles at Rather & Kittrell since 2025 as well as prior positions at Cetera Advisors LLC, Onieal & Associates, and Ball State University. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement-plan advisory services to individuals, plans, corporations, trusts, estates, and charitable organizations. The firm uses a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory, implementing portfolios primarily with low-cost mutual funds and ETFs across models ranging from capital preservation to aggressive growth.

Lucas Nulsen is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 65 designation and with two years of industry experience. His prior roles include positions at the Tennessee Department of Treasury and Kroger. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a fundamental analysis approach with a long-term strategy supported by diversified portfolios constructed with ETFs, mutual funds, equities, and bonds, integrating tax planning and client values into its portfolio management.

Caleb Wanca is a financial advisor at Rather & Kittrell, Inc. in Knoxville, TN, holding a Series 65 credential. He has been with Rather & Kittrell since 2026 and previously worked in various roles including at The University of Alabama National Alumni Association and Chipotle Mexican Grill. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach focuses on globally diversified, multi-asset-class model portfolios guided by Modern Portfolio Theory and risk profiling.

Andrew Ellis is a financial advisor at Patriot Investment Management Group Inc with 10 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations. Prior to joining Patriot in 2017, he worked at The CPA Investing Approach, LLC and has operated Andrew B Ellis, CPA, LLC since 2005, where he provides tax return preparation services. 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, utilizing fundamental and cyclical analysis to tailor investment strategies.

Kevin Painter is a financial advisor with LeConte Wealth Management, LLC in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LeConte Wealth Management since 2007. Outside of advisory work, he serves as a power of attorney for a family member. LeConte Wealth Management advises individuals, corporate entities, and charitable organizations through a four-advisor team, managing client accounts on a discretionary basis with firm-developed model portfolios. The firm offers services including asset management, financial and tax planning, advisory consulting, and standalone tax preparation.

Grant Murphy is a CFP® with three years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc. His prior roles include positions at The Vanguard Group, Inc and Stark Aerospace. Patriot Investment Management Group advises 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 and monitor client portfolios.

Nathan Miller is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at S.E.E.D. Planning Group LLC and Volkswagen Group of America, Inc. Miller’s background also includes roles with the Town of Farragut and the University of Tennessee. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs across various risk-profiled model portfolios.

Wayne Cravens is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has been in the industry since 2023, with prior roles at SmartBank and Relai. Blue Ridge Wealth Planners is an SEC-registered firm with a seven-advisor team managing approximately $276 million across 723 client accounts. The firm provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis alongside strategic and tactical asset allocation.

Jonathan Bednar is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at LPL Financial and Paradigm Wealth Partners, as well as a decade with Independent Advisor Alliance. CoreVision Financial Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach combined with tactical adjustments and integrates traditional discretionary management with third-party platforms and independent managers.

Nathan Burks is a financial advisor at API Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quility Inc. and Appreciation Financial. Outside of his advisory role, Burks is the owner of Empowered to Retire, through which he sells life insurance and annuities. API Financial Advisors, LLC serves individual and high-net-worth clients by offering financial planning, discretionary portfolio management, and participant account management. The firm employs model portfolios managed by a sub-adviser and a third-party manager, delivering tailored investment advice supplemented by fundamental and technical analysis.

Stephen High is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN. He holds the PFS™ designation and has 22 years of industry experience, including 24 years at Kraft Asset Management, LLC prior to joining Insight Strategic Wealth in 2025. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified asset-class allocations primarily through passively managed mutual funds and ETFs, with a buy-and-hold strategy.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC with a Series 65 designation. He began his career in financial services in 2021 with Apex Insurance, LLC and joined LeConte Wealth Management in 2026. His prior experience includes roles in insurance and retail industries. 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 advisory platform and employs a multi-method analytical investment approach tailored to client objectives.

Marc Morris is a Series 65-licensed financial advisor with six years of industry experience, currently with Blue Ridge Wealth Planners since 2019. He previously worked at PYA, P.C. and held roles related to investment and finance at the University of Tennessee. Outside of his advisory role, he is the managing member of Lighthouse Financial LLC, an investment club where he oversees bi-annual meetings and investment strategy. 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. The firm offers integrated wealth management, retirement rollover recommendations, and educational workshops.

Michael Brown is a financial advisor with Patriot Investment Management Group Inc, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., where he worked from 2015 to 2020. He took a brief retirement from 2020 to 2021 before joining Patriot Investment Management Group. Patriot Investment Management Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis, and often operates under discretionary authority while integrating accounting services as an outside business activity.

Brandon Smith is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Patriot Investment Management Group Inc. since 2019 and previously worked at Thierry V Sommer & Associates and Third Group Properties. 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 personalized portfolio management and financial planning services, employing fundamental and cyclical analysis with ongoing portfolio monitoring, and integrates accounting services as an outside business activity.

Deana Hyde is a financial advisor at Insight Strategic Wealth LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Kraft Asset Management, JPMorgan Chase Bank, and Wells Fargo Private Bank. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm uses a Modern Portfolio Theory approach with diversified asset-class allocations primarily implemented through passively managed mutual funds and ETFs, focusing on a buy-and-hold strategy.