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® professional with 28 years of experience in the financial services industry. He is affiliated with TVAMP, LLC and has held roles at Tennessee Brokerage Agency, LPL Financial, Ftb Advisors, and First Horizon Advisors. In addition to his advisory work, Eddins engages in writing and editing activities. 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 composed of mutual funds and ETFs, and offers additional services such as wrap-fee programs, seminars, and accounting-liaison support.

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® professional at Alliance Wealth Management Partners LLC with nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has held roles outside financial services, including positions at The Home Depot and Tennessee Tech University. Bullard also serves as an independent insurance agent. Alliance Wealth Management Partners is a registered investment adviser serving individuals, trusts, estates, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis with a generally long-term investment focus and offers customized portfolio management and retirement-plan consulting.

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.

James Kraeske is a financial advisor at Visionary Horizons, LLC with 17 years of industry experience. He previously worked at Brogan Financial, LLC for 15 years. Outside of his advisory role, he is co-owner and president of DecorateWithEase.com LLC, an internet home decorating sales business he founded in 2003. Visionary Horizons 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 employs tailored investment plans supported by fundamental, technical, and quantitative analysis, and offers model portfolios managed internally or through selected sub-advisers.

Jeffrey Foster is a CFP® with 26 years of industry experience, currently serving at TVAMP, LLC in Knoxville, TN. He has worked with TVAMP since 2012 and has been affiliated with LPL Financial, LLC since 2006. Foster holds Series 63 and Series 65 licenses and has roles involving compliance and advisory responsibilities within his firm. 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 strategy using diversified portfolios of mutual funds and ETFs, and offers services such as sub-advisory relationships and retirement-plan advisory engagements.

Joshua Bigwood is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation and with seven years of industry experience, all of which has been with Blue Ridge Wealth Planners. Prior to his advisory career, he worked at Olive Garden for seven years. He is also a licensed insurance agent offering insurance products and services to clients. 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 for portfolio management. The firm offers integrated wealth management, retirement rollover advice, and ongoing client education through workshops and seminars.

Jack Waltman Jr. is a CFP®-certified financial advisor with 20 years of industry experience. He has been with PYA Waltman Capital, LLC since 2005, where he is part of a nine-advisor team based in Knoxville, TN. PYA Waltman Capital, LLC provides 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 regular reviews.

Jeremy Long is a financial advisor with Visionary Horizons, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior firms include LPL Financial and SunTrust Bank and affiliated entities. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm utilizes model portfolios informed by third-party research and offers discretionary and non-discretionary management, incorporating a range of asset classes including equities, fixed income, ETFs, and alternatives.

Joshua Stidham is a financial advisor with TVAMP, LLC, holding the CFP® designation and Series 63 and 66 licenses, with nine years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He is also involved with Tennessee Valley Asset Management Partners, an independent advisory firm through which he provides investment advisory services. TVAMP offers 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 primarily composed of mutual funds and ETFs, and provides additional services such as retirement-plan advisory and sub-advisory relationships.

Jamie Shelton is a financial advisor with S.E.E.D. Planning Group, LLC in Knoxville, TN. He holds a Series 66 designation and has six years of industry experience, including roles at Ameriprise and the University of Tennessee Knoxville. Shelton has been with S.E.E.D. Planning Group since 2021. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm managing approximately $568 million in discretionary assets. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, non-profits, and retirement plans, combining values-based financial planning with coordinated tax and estate planning alongside fundamental analysis and long-term portfolio strategies.

Collin Ironside is a financial advisor at Rather & Kittrell, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rather & Kittrell, he worked at Virginia Military Institute and spent five years in secondary education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Thomas Beahn III is a CFP® professional with six years of industry experience. He currently serves as an advisor at Rather & Kittrell, Inc., where he has worked since 2024. Prior to this, he spent four years at Sycamore Financial Planning and four years at Clemson University. In addition to his advisory work, he is licensed as an insurance agent operating a sole proprietorship focused on insurance sales. Rather & Kittrell, Inc. 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 using low-cost mutual funds and ETFs, with client portfolios assigned through a documented risk-profiling process.

Jeff Monson is a CFP® with 15 years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc since 2010. He also manages a real estate business as a managing partner of GCS Partnership, which he has been involved with since 1988. Patriot Investment Management Group advises a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with financial planning and pension consulting, employing fundamental and cyclical analysis to tailor investment strategies.

Noah Ledingham is a financial advisor at Patriot Investment Management Group Inc in Knoxville, TN. He holds Series 65 and Series 66 licenses and has one year of experience in the industry. His prior roles include positions at Prospera Financial Services Inc and Edward Jones. Patriot Investment Management Group is a multi-team advisory firm managing approximately $1.9 billion, serving individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis to tailor portfolios and monitor accounts.

Travis Maus is a financial advisor at S.E.E.D. Planning Group, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC and Equitable Advisors. Outside of financial advising, he serves as Chair of the Board of Directors for Not Quite Right Media Inc, a marketing and digital products company. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm managing approximately $568 million in discretionary assets. The firm provides investment and wealth management services to a diverse client base, combining values-based financial planning with coordinated tax and estate planning to construct diversified portfolios.