D Bergner is a CFP®-designated financial advisor with 35 years of industry experience. He is affiliated with WMG Financial Advisors, LLC in Knoxville, TN, and has held roles at Lincoln Financial Securities Corporation and Concourse Financial Group Securities, Inc. He is also the owner and founder of WMG Financial Services, which offers insurance products. WMG Financial Advisors is a team-based registered investment adviser providing portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional customers. The firm emphasizes long-term trading strategies rooted in modern portfolio theory and works with a variety of investment vehicles, including mutual funds, ETFs, and closed-end funds.

John Smartt is a financial advisor with Patriot Investment Management Group Inc in Knoxville, TN, holding 21 years of industry experience. He has worked at Patriot since 2019 and has been involved with Financial Counseling & Administration since 1993. Patriot Investment Management Group serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning, employing fundamental and cyclical analysis, and often operates under discretionary authority while integrating accounting services as an outside business activity.

Hannah Whatley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rather & Kittrell, Inc. since 2021. She previously worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Whatley also serves on the boards of Family Promise, a nonprofit focused on preventing homelessness, and the Historic Tennessee Theatre Foundation. Rather & Kittrell provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs a globally diversified, multi-asset-class investment approach guided by Modern Portfolio Theory and uses low-cost mutual funds and ETFs across multiple model portfolios tailored to client risk profiles.

Roger Kiger is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with Visionary Horizons, LLC and has previously worked with Purshe Kaplan Sterling Investments and LPL Financial, LLC. Outside of his advisory role, he owns businesses including Smart-RIA and Marina Management LLC, which are not related to investment advisory services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and combines fundamental, technical, and algorithm-based research to manage portfolios, offering both direct management and oversight of sub-advisers.

Claire Kluth is a CFP® professional with two years of industry experience, currently serving as a financial advisor at PYA Waltman Capital, LLC since 2022. Her prior work includes positions at Liberty University and Ronald Blue Trust. 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 and offers individualized portfolio management with performance-based fee arrangements for qualified clients.

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 with one year of industry experience. He holds a Series 65 credential and operates his own CPA firm, Bryan M Belew, CPA, PLLC, which provides tax preparation and assistance services. Prior to joining Leconte Wealth Management, he worked at Bill Miles CPA and Blakenship CPA Group. Leconte Wealth Management offers discretionary portfolio management, financial planning, and advisory consulting to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, providing customized portfolios and tax planning as part of its Purpose Built Planning service.

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. with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkwise Wealth - Ameriprise Financial Services, LLC, as well as a background that includes engagements with Soccer Shots and academic institutions. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs an evidence-based investment approach combined with fundamental analysis and model-based asset allocation, managing accounts primarily on a discretionary basis using a core–satellite strategy with ETFs, mutual funds, and individual securities.

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 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.