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.

Aaron Sams is a CFA® charterholder with 15 years of experience in the financial industry. He has been with PYA Waltman Capital, LLC since 2011, working as part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital provides financial planning, investment supervisory and management services, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with supplemental technical analysis for timing, managing portfolios on an individualized basis.

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.

Dylon Hibbard is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at LPL Financial LLC and Northwestern Mutual in various capacities, as well as serving six years in the Armed Forces. Outside of advisory work, he provides administrative support to Tennessee Valley Asset Management Partners, an independent investment advisor firm. TVAMP serves individual clients—including high-net-worth and non-HNW 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, offering diversified portfolios, ongoing monitoring, and a range of advisory services.

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.

Luke Bowes is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with TVAMP, LLC, where he has worked since 2021. Prior to this, he was employed at Evercore Group LLC and the Fuqua School of Business at Duke University. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities, managing over $1 billion in client assets. The firm emphasizes fundamental analysis and strategic asset allocation, typically constructing diversified portfolios with mutual funds, ETFs, and individual securities, while also providing ongoing monitoring and both discretionary and non-discretionary management services.

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.

David Lamont is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with DMK Advisor Group, Inc., where he has worked since 2021 with a brief interval at Silver Oak Securities. His prior experience includes long tenures at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, utilizing mutual funds and ETFs with a combination of technical and fundamental analysis.

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.