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, currently serving at TVAMP, LLC in Knoxville, TN. His work history includes roles at Tennessee Brokerage Agency, LPL Financial, FTB Advisors, and First Tennessee. Outside of his advisory work, he has acted as a writer and editor since 2018. TVAMP, LLC manages approximately $1.185 billion in assets across 2,500 client relationships, providing services to individual clients—including high-net-worth and non-high-net-worth households—as well as employer-sponsored retirement plans. The firm focuses on fundamental analysis and strategic asset allocation, constructing diversified portfolios typically with mutual funds and ETFs, and offers both discretionary and non-discretionary management along with retirement plan advisory services.

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.

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 credential and three years of industry experience. His prior roles include positions at Tennessee Brokerage Agency, LPL Financial, and Thrivent Financial. Outside of advisory work, he operated Radiance Washing in 2022. TVAMP, LLC serves individual clients—including both high-net-worth and non-high-net-worth households—employer-sponsored retirement plans, and other entities, managing approximately $1.185 billion in assets across about 2,500 client relationships. The firm emphasizes fundamental analysis and strategic asset allocation, constructing diversified portfolios primarily with mutual funds and ETFs, and offers both discretionary and non-discretionary asset management along with financial planning and retirement plan advisory services.

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.

Darrien Reasonover is a financial advisor at Rather & Kittrell, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Silver Oak Securities Inc. and several roles outside the financial sector, including positions in the hospitality industry and education. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs globally diversified, multi-asset class model portfolios grounded in Modern Portfolio Theory and manages approximately $1.855 billion in assets.

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 financial advisor with TVAMP, LLC in Knoxville, TN, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been affiliated with LPL Financial, LLC since 2006. Foster also serves as Chief Compliance Officer and Investment Adviser Representative for Tennessee Valley Asset Management Partners, LLC. 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 client assets. The firm emphasizes fundamental analysis and strategic asset allocation, constructing diversified portfolios with mutual funds, ETFs, and individual securities, while providing ongoing monitoring and discretionary trading.

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 at Visionary Horizons, LLC in Knoxville, TN, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and multiple SunTrust affiliated firms. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm manages discretionary and non-discretionary portfolios, offers comprehensive financial planning and ERISA-qualified retirement plan advisory, and utilizes model portfolios informed by third-party research, incorporating equities, fixed income, ETFs, mutual funds, options, and alternatives.

Joshua Stidham is a financial advisor with TVAMP, LLC based in Knoxville, TN. He holds the CFP® designation and has nine years of industry experience, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. He also has a background with Lost Coffee and currently provides investment advisory services through his independent firm, Tennessee Valley Asset Management Partners, LLC. TVAMP serves individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in assets across about 2,500 client relationships, focusing on fundamental analysis and strategic asset allocation with diversified portfolios typically comprising mutual funds, ETFs, and individual securities.

Jamie Shelton is a financial advisor with S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining S.E.E.D. Planning Group, Shelton worked at Ameriprise and spent four years at the University of Tennessee Knoxville. S.E.E.D. Planning Group provides wealth management, investment advisory, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a primarily long-term investment strategy, integrating tax and estate planning while managing diversified portfolios through its investment division, Sift Investment Management.

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.

Richard Hill is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, with six years of industry experience. He holds a Series 65 credential and has worked at Blue Ridge Wealth Planners since 2019, following roles at Aspect Strategies LLC and Bpv Capital Management. Outside of finance, Hill is involved in the hospitality sector, owning and operating a wine bar and a coffee shop in Knoxville. Blue Ridge Wealth Planners is a seven-advisor SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement advice to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and charting analysis to tailor investment strategies and offers educational materials and events to clients.

Douglas Yoakley is a financial advisor at PYA Waltman Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at PYA Waltman Capital since 2014, concurrently maintaining roles in tax planning and as a director and treasurer for several local organizations, including a professional hockey team and medical research entities. Additionally, he serves as a director on the board of Mountain Commerce Bankshares. PYA Waltman Capital provides financial planning, investment management, and retirement-plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical investment approach focused on fundamental-value analysis with technical analysis for timing and manages accounts individually across a range of securities, including mutual funds, ETFs, stocks, and bonds.