Noah Ledingham is a financial advisor at Patriot Investment Management Group Inc in Knoxville, TN. He holds Series 65 and Series 66 licenses and has one year of experience in the industry. His prior roles include positions at Prospera Financial Services Inc and Edward Jones. Patriot Investment Management Group is a multi-team advisory firm managing approximately $1.9 billion, serving individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis to tailor portfolios and monitor accounts.

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.

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.

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.

William Alexander is a CFP® with 25 years of industry experience, currently serving as an advisor at Knox Wealth Partners Advisory in Knoxville, TN. He has been with Knox Wealth Partners Advisory since 2017 and has prior experience at LPL Financial dating back to 2007. Outside of his advisory role, he sells fixed insurance products, including life insurance and annuities. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients through a seven-advisor team, primarily serving high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing an open-architecture approach that includes model portfolios, mutual funds, ETFs, and specialty strategies, with regular account reviews and rebalancing.

Kristie Kughler is a financial advisor at Knox Wealth Partners Advisory with 19 years of industry experience. She holds the ChFC® designation and Series 66 registration. Her work history includes roles at Ameriprise Financial Services, New York Life, and LPL Financial. Outside of advising, she owns a non-investment related business in Knoxville, TN. Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing approximately $273 million for about 525 clients, primarily high-net-worth individuals and business owners. The firm offers a range of portfolio management and financial planning services using an open-architecture approach with fundamental, technical, cyclical, and charting analyses.

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.

Luann Jarnagin is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corp and Concourse Financial Group Securities Inc. Outside of her investment advisory work, she provides human resources consulting and training services. WMG Financial Advisors is a team-based registered investment adviser offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional plans. The firm emphasizes long-term trading strategies grounded in modern portfolio theory and manages a range of investment vehicles, including mutual funds, ETFs, and real estate funds.

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.

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.

Peter Komistek is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining WMG Financial Advisors, he was a student for ten years. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm uses long-term trading strategies based on modern portfolio theory and provides customized Investment Policy Statements, portfolio management, and retirement plan consulting.

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.

Nicholas Hughes is a CFP® with 17 years of industry experience, currently serving as an advisor at Visionary Horizons, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Innovative Advisory Partners, LLC, Franklin Wealth Management, LLC, and LPL Financial. He is a board member and Director of Programs for the Financial Planning Association of East Tennessee. 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, and algorithm-based research to manage client portfolios.

Kristen Tucker is a CFP® with 25 years of industry experience, currently serving at Knox Wealth Partners Advisory since 2017. She also maintains a long-term association with LPL Financial beginning in 2012. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, focusing primarily on high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing an open-architecture investment approach that includes access to LPL-sponsored programs and third-party managers.

Bradley Bower is a CFP® with 21 years of industry experience and is currently with Patriot Investment Management Group Inc in Knoxville, TN. He has been with the firm since 1993, serving in various capacities over three decades. Patriot Investment Management Group advises a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice using fundamental and cyclical analysis, providing both discretionary and non-discretionary portfolio management alongside modular and ongoing financial planning services.

Amanda Howerton is a CFP® professional with 13 years of experience in financial advising. She has been with Rather & Kittrell, Inc. since 2012. Outside of her advisory role, she serves as a board member for two nonprofit organizations focused on affordable housing and community support in Maryville, TN. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Clinton Biggs is a financial advisor at Visionary Horizons, LLC with five years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research Advisors and LPL Financial. In addition to his advisory role, he owns an insurance and benefits firm, Executive Insurance Group. Visionary Horizons provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm constructs and manages model portfolios using a range of investment vehicles and incorporates AI tools into its service delivery and meeting processes.