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.

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 with 17 years of industry experience. She previously worked at Lincoln Financial Securities Corp and Concourse Financial Group Securities Inc. In addition to her advisory role, 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 retirement and profit-sharing plans. The firm emphasizes long-term trading using modern portfolio theory across various investment vehicles and provides discretionary account management with regular reporting and reviews.

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 26 years of industry experience, currently serving at Knox Wealth Partners Advisory. Her career includes roles at LPL Financial, Wells Fargo Clearing, and Merrill. She has been with Knox Wealth Partners Advisory since 2017. Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing approximately $273 million for around 525 clients, mainly high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party portfolio managers, utilizing an open-architecture approach that includes direct security selection, model and manager-based solutions, and a mix of fundamental, technical, cyclical, and charting analyses.

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.

Hoy Grimm is a financial advisor with Leconte Wealth Management, LLC in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Leconte Wealth Management since 2007. 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, offering tax preparation and planning alongside investment management using a multi-method analytical approach.

John Wortham is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Patriot Investment Management Group Inc since 2008. Patriot Investment Management Group serves individual clients across wealth levels, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning, using fundamental and cyclical analysis to guide investment decisions, and frequently operates under discretionary authority.

Nathan Woods is a CFP® professional with 15 years of industry experience, currently serving at Rather & Kittrell, Inc. since 2020. He previously worked for The Trust Company of Tennessee for 10 years. Outside of his advisory role, Woods serves on the boards of several nonprofit organizations focused on cancer support and youth development, including the Cancer Support Community East Tennessee and the Boy Scouts of America/Great Smokey Mountain Council. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and serves over 1,100 clients with approximately $1.855 billion in assets under management.

Katherine Stellflue is a CFP® with 17 years of industry experience, currently serving at Visionary Horizons, LLC. Her prior roles include positions at Culpepper Wealth Management, LPL Financial, Kestra Investment Services, Goldstein Advisors, Securities America, Arbor Point Advisors, Ameriprise Financial Services, and Pence Wealth Management Corporation. Visionary Horizons, LLC provides investment advisory and financial planning services to a broad client base including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios tailored to client goals and utilizes AI tools in service delivery, offering both discretionary and non-discretionary portfolio management with a range of investment strategies.

Rachael Holcomb is a financial advisor at WMG Financial Advisors, LLC with six years of industry experience. She holds a Series 65 credential and has worked at firms including Osaic Advisory Services, Triad Hybrid Solutions, Cosey Financial Services, and State Farm. Outside of her advisory role, Holcomb owns Wild Appalachian Farms, LLC, which focuses on beekeeping and small farm product sales. 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 emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles including mutual funds, ETFs, and real estate funds.

Bradley Helms is a financial advisor at PYA Waltman Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Publix Super Markets Inc., Liberty University, and Piedmont Baptist Church. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach combining fundamental-value and technical analysis, managing accounts with a variety of mutual funds, ETFs, stocks, and bonds.