William Cochran is a CFP® professional with eight years of industry experience, currently serving at TVAMP, LLC. His prior work includes positions at Raymond James & Associates and Regions Bank. He is based in Knoxville, TN. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, focusing on long-term, asset-allocation strategies using mutual funds, ETFs, and third-party managers. The firm offers a range of services, including wrap-fee programs, educational seminars, and accounting-liaison support.

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 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2003. Birdwell has previously been associated with Paradigm Wealth Partners and Independent Advisor Alliance. He serves as a trustee of his parents' charitable trust. CoreVision Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a primarily long-term investment philosophy with the flexibility for tactical adjustments and offers a combination of traditional discretionary management and third-party implementation options.

Melissa Mijares is a CFP®-certified financial advisor with 13 years of industry experience. She is currently affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has worked previously with Edward Jones, Bank of Tennessee, and LPL Financial LLC. Mijares serves as Board Secretary for the Widowed Parent Relief Project in Knoxville. 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 approach using diversified portfolios primarily made up of mutual funds and ETFs, and offers a range of services including ERISA retirement-plan advisory and access to third-party money managers.

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 in Knoxville, TN, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at firms including First Horizon Advisors, Inc. and Ftb Advisors, Inc., and has been with TVAMP and affiliated entities since 2016. Outside of his advisory role, he is involved in Knox Youth Sports. TVAMP provides investment advisory and financial planning services to individuals and employer-sponsored retirement plans, emphasizing a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs. The firm offers ongoing asset management, retirement-plan advisory services, and access to third-party money managers through institutional platforms and unique features such as a wrap-fee program and educational workshops.

James Brynmor is a financial advisor at Marotta Wealth Management, Inc. based in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Leading Edge Financial Planning, Ameriprise Financial, and Capitol Financial Solutions. Marotta Wealth Management provides wealth management and financial planning services to individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified asset allocation and offers fee-only fiduciary advisory services through a multi-advisor team.

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.

John Vandergriff is a Series 65-licensed financial advisor with Blue Ridge Wealth Planners in Knoxville, TN, with 13 years of industry experience. He has been with Blue Ridge Wealth Planners and its predecessor entities since 2014 and previously worked at Global Financial Private Capital, LLC. Outside of his advisory role, he is a member and owner of Cogdill One, LLC, a commercial real estate business in Knoxville. Blue Ridge Wealth Planners offers discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients. The firm’s investment approach includes using proprietary model strategies with diversified mutual funds, ETFs, and alternative real-asset exposures, often implemented through a sub-advisory platform.

Robert Eddins is a CFP® with 28 years of experience in the financial services industry. He is affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has also worked with Tennessee Brokerage Agency and LPL Financial, LLC. In addition to his advisory work, he is involved as a writer and editor. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm follows a long-term, asset-allocation strategy using diversified portfolios, model portfolios, and third-party managers, and offers services such as sub-advisory relationships and variable sub-account management.

Charles Mattingly is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Leading Edge Financial Planning LLC since 2015. He has a longstanding career as a pilot with Southwest Airlines, beginning in 2007, which he continues alongside his advisory work. Mattingly also owns Leading Edge Tax Planning LLC, a tax and accounting services business. Leading Edge Financial Planning LLC is a team of nine advisors providing wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and a long-term investment approach using mostly low-cost mutual funds and ETFs, alongside discretionary portfolio management and financial consulting.

Mahogany Jenkins is a financial advisor at Insight Strategic Wealth LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Insight Strategic Wealth, she worked at Brock Shipe Klenk PLC for five years and Gentry Tipton & McLemore, PC for seven years. 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 employs a Modern Portfolio Theory approach with diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, and incorporates financial planning tools such as Monte Carlo simulation.

Aaron Nolan is a CFP® affiliated with PYA Waltman Capital, LLC in Knoxville, TN, with four years of industry experience. His prior work includes multiple roles at PYA Waltman Capital as well as positions at Liberty University and Horizon Financial Solutions. Before entering financial services, he worked for over a decade at Cross Lanes Christian. PYA Waltman Capital provides financial planning, investment supervisory and management services, and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a tactical investment approach combining fundamental-value and technical analysis, managing accounts individually with regular reviews.

Brynn Pierce is a financial advisor at Brogan Financial with a Series 65 designation and experience beginning in 2021. Prior to joining Brogan Financial, Pierce worked at Jordan Flom, LLC and held positions outside the financial industry, including roles at Knoxville Institute of Dermatology and Parkwest Medical Center. Brogan Financial serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management and comprehensive financial planning. The firm employs fundamental securities analysis for long- and short-term strategies and manages approximately $533 million in client assets across about 755 relationships.

James Williams III is a financial advisor with TVAMP, LLC in Knoxville, TN, holding a Series 66 license and having three years of industry experience. His work history includes roles at Tennessee Brokerage Agency, LPL Financial, and Thrivent Financial. Outside of advisory work, he has experience in transportation and washing services. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on long-term, asset-allocation strategies using diversified portfolios of mutual funds and ETFs, and offers additional services such as sub-advisory relationships, employer-plan management, and educational seminars.

Kristyn Bullard is a CFP® with eight years of industry experience, currently serving as an advisor at Alliance Wealth Management Partners LLC. She previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of her advisory role, she is an independent insurance agent. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing diversified mutual funds, ETFs, individual securities, and a mix of fundamental and technical analysis.

Michael Bishop is a financial advisor with Alliance Wealth Management Partners LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and LPL Financial, LLC. He serves as treasurer for The Caregiver Superhero Society, a nonprofit organization. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for about 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios with a long-term orientation while employing both fundamental and technical analysis.