InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.

Bryan Belew is a financial advisor at LeConte Wealth Management, LLC in Nashville, TN, holding a Series 65 credential with one year of industry experience. He also operates Bryan M Belew, CPA, PLLC, a CPA firm specializing in tax preparation and assistance since 2018. Prior to his current roles, he worked at Bill Miles CPA and Blakenship CPA Group. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations, offering discretionary asset management, financial and tax planning, and advisory consulting through a four-advisor team. The firm employs multiple investment analysis methods and integrates tax planning with portfolio management.

Ryan Hoppie is a Planning Consultant at Fidelity Investments, where he supports individuals and families in pursuing their financial goals and working toward financial freedom. He focuses on providing personalized guidance and strategies that align with clients' values and long-term objectives. Prior to his current role, Ryan gained experience as a Portfolio Implementation Specialist at The Vanguard Group, a Financial Literacy Coach at Utah Valley University, and a Client Relationship Manager at Soltis Investment Advisors. He is committed to continuous learning and staying informed about industry trends and regulatory changes. Outside of his professional work, Ryan enjoys biking, camping, family activities, parenthood, and reading.

Michael Seelman is a financial advisor at Proffitt & Goodson Inc. in Knoxville, TN, holding a Series 65 credential. He has been with Proffitt & Goodson since 2025 and has prior experience working at Arkwise Wealth - Ameriprise Financial Services, LLC, and Soccer Shots. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, employing an evidence-based investment framework with discretionary portfolio management and automated rebalancing tools. The firm manages approximately $680 million in assets with a five-advisor team and offers both automated and held-away account management solutions.

Eric Foster is a CFP® professional with 20 years of industry experience, currently serving at PYA Waltman Capital, LLC since 2005. He also works as an independent insurance agent for various insurance companies. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on an individualized basis with both discretionary and non-discretionary options.

Tyler Morrow is a CFP® professional with eight years of industry experience, currently serving at Visionary Horizons, LLC since 2018. His prior experience includes roles at B K Reynolds, PC, Securities America, Inc., Foothill Securities, Inc., and Quality Financial Concepts. Visionary Horizons, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and incorporates AI tools in its service delivery, providing a range of portfolio management and financial planning solutions tailored to client goals.

James Dannel is a financial advisor at WMG Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and First Bank Investment Partners. He is based in Knoxville, TN. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and brokerage customers. The firm uses long-term trading strategies grounded in modern portfolio theory and manages discretionary accounts across a range of investment vehicles, including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

Connor Cox is a CFP® professional with one year of industry experience, currently serving at Proffitt & Goodson Inc. He previously worked at Trust Co. of Tennessee and held positions at the University of Tennessee and the Knoxville Police Department. Connor is a board member and treasurer of the Financial Planning Association of East Tennessee. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, using an evidence-based investment framework combined with fundamental and technical analysis. The firm offers discretionary portfolio management, financial and wealth planning, pension consulting, and employs both automated and held-away account technologies to manage client assets.

Bryce Hodge is a financial advisor at Blue Ridge Wealth Planners with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, 21st Mortgage, and First Century Bank. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. 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 and supports clients through both proprietary and third-party model portfolios.

Kimberly Barry is a financial advisor at Knox Wealth Partners Advisory with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she is employed at Fort Sanders Health & Fitness Center. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, primarily 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 various LPL-sponsored programs and specialty strategies.

William Cochran is a CFP® professional with eight years of industry experience, currently practicing at TVAMP, LLC in Knoxville, TN. His prior work includes roles at Raymond James & Associates and Regions Bank. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities, managing approximately $1.185 billion in assets across about 2,500 client relationships with a team of 23 advisors. The firm employs a fundamental analysis and strategic asset allocation investment approach, offering diversified portfolios and a range of advisory services.

James Slagle IV is a CFP® with 14 years of industry experience, currently serving as an advisor at Rather & Kittrell, Inc. since 2012. He previously worked with Securities Service Network from 2012 to 2017. Slagle serves on the Finance Committee of the Trinity Health Foundation and is set to chair the committee in 2025. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional clients. The firm manages approximately $1.855 billion in assets using globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory.

Mark Shreve is a financial advisor at Brogan Financial in Knoxville, TN, holding a Series 66 designation with 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Brogan Financial in 2021. Brogan Financial serves individuals, businesses, and various institutional clients with investment management and comprehensive financial planning services. The firm emphasizes tailored advice based on client objectives and risk profiles, using fundamental securities analysis to implement investment strategies across a broad range of asset types.

Todd Birdwell is a financial advisor at CoreVision Financial Group with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2003. Birdwell has also been associated with Paradigm Wealth Partners and Independent Advisor Alliance, LLC during his career. He serves as a trustee of his parents' charitable trust. CoreVision Financial Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines traditional discretionary management with third-party implementation options and follows a primarily long-term investment philosophy with tactical adjustments when appropriate.

Melissa Mijares is a CFP® and Series 66 registered advisor with 13 years of industry experience. She currently serves at TVAMP, LLC and has previously worked with Edward Jones, Bank of Tennessee, and LPL Financial. In addition to her advisory role, she serves as Board Secretary for the Widowed Parent Relief Project in Knoxville, TN. TVAMP is a team-based firm with 23 advisors serving individual clients—including high-net-worth and non-HNW households—as well as employer-sponsored retirement plans. The firm manages approximately $1.185 billion in assets and offers services such as discretionary and non-discretionary asset management, financial planning, and retirement plan advisory, utilizing fundamental analysis and strategic asset allocation to construct diversified portfolios.

Julia Kaye is a financial advisor with Blue Ridge Wealth Planners in Knoxville, TN. She holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, she worked at Shellpoint Mortgage and 21st Mortgage. Outside of her advisory role, she serves as the Operational Finance and Governance Lead for the Knox County Young Democrats of America. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients. The seven-advisor team manages approximately $276 million using tailored investment strategies that incorporate fundamental, technical, and value-oriented approaches, alongside offering educational materials and events on retirement and financial planning.

Brandon Alley is a financial advisor at Patriot Investment Management Group Inc with 12 years of industry experience. He holds the Series 65 designation and has worked at Patriot Investment Management Group since 2017, following four years at Brogan Financial Inc. Patriot Investment Management Group serves 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 manager selection, using fundamental and cyclical analysis to tailor and monitor client portfolios.

Michael Conaty is a financial advisor with TVAMP, LLC, holding a Series 63 designation and 27 years of industry experience. His career includes roles at First Tennessee Brokerage and LPL Financial LLC, and he has been with TVAMP since 2016. Outside of his advisory work, he is involved with Knox Youth Sports in Knoxville, TN. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans. The firm manages approximately $1.185 billion in assets across about 2,500 client relationships, emphasizing fundamental analysis and strategic asset allocation through diversified portfolios featuring mutual funds, ETFs, and individual securities.

Ethan Nicholas is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of experience. His background includes roles at The League of Angels and City Hills Church, as well as involvement with University of Tennessee Football and prior work in the stone and tile industry. Rather & Kittrell, Inc. provides wealth management, financial planning, consulting, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs globally diversified, multi-asset class portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Austin Koplan is a financial advisor with PYA Waltman Capital, LLC, holding a Series 65 designation and four years of industry experience. He has worked at PYA Waltman Capital since 2020 and previously spent three years at RSM US LLP. PYA Waltman Capital, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts on a personalized basis and offering performance-based fee arrangements to qualified clients.