Douglas Yoakley is a financial advisor at PYA Waltman Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at PYA Waltman Capital since 2014, concurrently maintaining roles in tax planning and as a director and treasurer for several local organizations, including a professional hockey team and medical research entities. Additionally, he serves as a director on the board of Mountain Commerce Bankshares. PYA Waltman Capital provides financial planning, investment management, and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with technical analysis for timing and manages accounts individually across a range of securities, including mutual funds, ETFs, stocks, and bonds.

Mason Mc Croskey is a financial advisor at TVAMP, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Dimensional Fund Advisors and Bank 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 strategy using diversified portfolios of mutual funds and ETFs, and offers services such as wrap-fee programs, educational seminars, and accounts management through institutional platforms.

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.

Tyler Seymour is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial LLC, The Nalls Sherbakoff Group, LLC, Centaurus Financial Inc., and Ingram Financial Group. He also provided administrative support to TVAMP, LLC in an investment-related capacity. TVAMP, LLC offers 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 primarily composed of mutual funds and ETFs, and supports its clients through ongoing asset management, written financial plans, and retirement-plan advisory services.

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.

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.

Matthew Sunderland is a financial advisor at Brogan Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Bankers Life Advisory Services and Bankers Life Securities. Outside of advisory work, Sunderland was involved in the operations of Full Throttle Adrenaline Park for three years. 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, portfolio management, and comprehensive financial planning services, typically managing accounts on a discretionary basis with a focus on fundamental securities analysis and diversified asset allocations.

Peter Saganski is a financial advisor at Brogan Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brogan Financial since 2013. In addition to his advisory role, he is licensed to sell life, accident, and health insurance in Tennessee. Brogan Financial serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning. The firm applies fundamental securities analysis to tailor strategies based on clients’ objectives and risk profiles and manages approximately $533 million in client assets.

Caden Mumford is a CFP® professional with experience at PYA Waltman Capital, LLC since 2024 and previously at HSC Wealth Advisors. He worked in education at Liberty University and Cambridge Springs Jr/Sr High School before transitioning full-time to financial advising. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis and offering performance-based fee arrangements for qualified clients.

Shane Caldwell is a CFP® professional with 13 years of industry experience, currently affiliated with TVAMP, LLC. He has held roles at LPL Financial, Bank of Tennessee, Bank of America, Merrill, and other firms. Caldwell also provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent registered investment advisor. TVAMP, LLC serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering asset management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, asset-allocation approach with diversified portfolios primarily using mutual funds and ETFs, and provides additional services including sub-advisory relationships and insurance.

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.

Charles Sweat is a CFP® with 32 years of industry experience, currently affiliated with TVAMP, LLC in Knoxville, TN. He has held roles at TVAMP since 2012 and also works with Tennessee Brokerage Agency and LPL Financial. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm uses a long-term, asset-allocation approach with diversified portfolios primarily consisting of mutual funds and ETFs and offers additional services such as sub-advisory relationships and retirement-plan advisory.

Katie Slate is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 designation with four years of industry experience. Her prior employment includes roles at LPL Financial LLC, Woodbury Financial Services Inc., and John Maloney III. She is also a notary, providing document notarization services for clients. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily composed of mutual funds and ETFs, and it offers a range of services including ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

Benjamin Hoffman is a financial advisor at TVAMP, LLC with one year of industry experience and holds a Series 65 designation. His prior work includes roles at Spire Outsourcing, JLA Delivery, and Smith Steelworks, among others. 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, constructing diversified portfolios primarily using mutual funds and ETFs, and offers additional services such as sub-advisory relationships and retirement-plan advisory engagements.

Michael Cermak is a CFA® charterholder with 11 years of industry experience currently serving at Proffitt & Goodson Inc. in Knoxville, TN. He has been with Proffitt & Goodson since 2015. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs an evidence-based investment approach combined with fundamental analysis and model-based allocation, managing accounts mostly on a discretionary basis with automated rebalancing and tax-loss harvesting.

Bradley Helms is a financial advisor at PYA Waltman Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Publix Super Markets Inc., Liberty University, and Piedmont Baptist Church. PYA Waltman Capital, LLC offers 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, managing accounts with a variety of mutual funds, ETFs, stocks, and bonds.

Paul Stout is a Series 65 licensed financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2021 and has been associated with Rand A, Inc. since 1997, where he also serves as an insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies.

Vernon Henry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and GWN Securities Inc. Henry is also an independent insurance agent and is involved in multiple insurance-related activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary advisory platform.

Nathan Smith is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Corecap Investments and The Leaders Group Inc. In addition to his advisory role, he is involved in employee insurance services through his ownership of Smiths Financial Solutions. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios alongside third-party sub-advisers and custodians in its investment approach.

Reese Marine is a Series 66 credentialed advisor with New Edge Wealth in Knoxville, TN, currently in the early stages of his financial advisory career. Prior to joining New Edge Wealth, he worked at the Garza Law Firm and was involved with the University of Tennessee Baseball program. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a broad range of advisory services with a focus on asset allocation, investor behavior, and integrating technology tools alongside adviser judgment.