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.

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. His background includes roles at LPL Financial LLC and Northwestern Mutual. Prior to his financial career, he served six years in the Armed Forces. 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 with mutual funds and ETFs, and offers a range of services including sub-advisory relationships and variable sub-account management.

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.

Luke Bowes is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC, having previously been employed at Evercore Group LLC and Duke University’s Fuqua School of Business. In addition to his advisory role, Bowes provides administrative support to Tennessee Valley Asset Management Partners, LLC. TVAMP, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy using diversified portfolios primarily made up of mutual funds and ETFs, and offers wrap-fee programs, educational seminars, and accounting-liaison 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.

Kevin Painter is a financial advisor at Leconte Wealth Management, LLC in Maryville, TN, with 24 years of industry experience. He has been with Leconte Wealth Management since 2007 and holds Series 63 and Series 66 designations. Outside of advisory services, he serves as a power of attorney for a family member. 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, offering tailored investment strategies alongside tax preparation and planning.

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.

Neil Goodson is a CFA® charterholder with eight years of industry experience. He has worked at Proffitt & Goodson Inc. since 2017 and previously at New Century Advisors, Inc. from 2010 to 2017. Outside of his advisory role, he is a partner in a real estate partnership that owns the office building used by Proffitt & Goodson Inc. as its principal location. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, offering discretionary portfolio management, financial and wealth planning, and pension consulting. The firm employs an evidence-based investment framework with model-based, core-satellite allocations and uses automated tools for rebalancing and tax-loss harvesting.

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.

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 and one year of industry experience. His prior work includes roles at Apex Insurance, LLC, Farm Bureau Insurance of Tennessee, Greenleaf Industries, and Alumni Hall Stores. 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 uses a multi-method analytical approach to tailor investment advice.

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.

Scott Fisher is a CFP®-credentialed financial advisor with 27 years of industry experience. He is affiliated with TVAMP, LLC and has worked at related firms including Tennessee Brokerage Agency and LPL Financial. Fisher is involved in TVAMP Tax Planning, LLC, a tax preparation and accounting business. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach using diversified portfolios with mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and educational seminars.

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.