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 industry experience. He currently works at DMK Advisor Group, Inc., where he has been since 2026, and previously spent significant time at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across around 515 client relationships, offering both discretionary and non-discretionary investment approaches primarily using mutual funds and ETFs, with a distinctive dual role as a registered broker-dealer and investment adviser.

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.

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 owns and operates Empowered to Retire, where he sells life insurance and annuities. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis and implements portfolios through affiliated and third-party sub-advisers, managing approximately $84.7 million in assets.

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.

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.

William Ashford is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at WMG Financial Advisors, LLC and previously held positions at Hamblen County Schools and 21st Mortgage. Outside of his advisory role, Ashford serves as the head tennis coach at Morristown West High School and is the president and registered agent of the Lakeway Tennis Association, a nonprofit promoting tennis in the Lakeway area. WMG Financial Advisors is a team-based registered investment adviser that provides 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 variety of investment vehicles, including pooled funds and closed-end funds.

Christian Kittrell is a financial advisor at Rather & Kittrell, Inc. in Knoxville, Tennessee, with 29 years of industry experience. He has been with Rather & Kittrell since 2000 and previously worked at Securities Service Network, Inc. from 2001 to 2017. Kittrell serves on the board of the Historic Tennessee Theatre Foundation, a local nonprofit organization. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets for over 1,100 clients.

Jane Maikkula is an advisor at Brogan Financial in Knoxville, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Brogan Financial, she worked in various roles including at Real Hot Yoga Knoxville and the UTK Office of Sorority & Fraternity Life. Brogan Financial serves individual clients, businesses, retirement plans, trusts, estates, and charitable organizations with services including investment advisory, portfolio management, and financial planning. The firm focuses on tailored advice based on clients' objectives and risk profiles, utilizing fundamental securities analysis and a mix of long- and short-term strategies.

Kevin Gormley is a CFP® professional with 15 years of experience, currently serving as an advisor at Leading Edge Financial Planning LLC. He has worked with Leading Edge Financial Planning since 2015 and is also the managing member and owner of Leading Edge Tax Planning, LLC, a tax planning and preparation firm. Prior to this, he spent nine years at Accounting Consultants, Inc. Leading Edge Financial Planning LLC offers wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation, diversification, and long-term investing, utilizing a mix of low-cost mutual funds, ETFs, and other investment vehicles while providing discretionary portfolio management and continuous account reviews.