Mason Mc Croskey is a financial advisor with TVAMP, LLC in Knoxville, TN, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TVAMP, he worked at Dimensional Fund Advisors and Bank of America. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in client assets through a team of 23 advisors, offering services such as discretionary and non-discretionary asset management, financial planning, and retirement plan advisory, with an investment approach centered on fundamental analysis and strategic asset allocation.

Joseph Haas is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Blue Ridge Wealth Planners in Knoxville, TN. Prior to joining Blue Ridge Wealth Planners, he worked at Alliance Bernstein from 2021 to 2023 and American Century Investments from 2016 to 2021. Outside of his advisory role, he is an assistant coach for a 3rd grade softball league at the West Nashville Sports League. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning to individual and high-net-worth clients, primarily through a sub-advisory platform. The firm employs proprietary model strategies using diversified mutual funds and ETFs, managing accounts on a discretionary basis with integrated wealth management services and periodic educational workshops.

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.

Benjamin Gleneck is a CFP® professional with six years of industry experience, currently serving as an advisor at TVAMP, LLC in Knoxville, TN. His prior experience includes roles at Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC is an SEC-registered multi-advisor firm that offers asset management, financial planning, and consulting services to individuals, entities, and retirement plans. The firm employs a diversified investment approach using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary services tailored to client objectives.

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.

Tyler Seymour is a financial advisor at TVAMP, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, The Nalls Sherbakoff Group, Centaurus Financial Inc., and Ingram Financial Group. Outside of his advisory role, he provides administrative support to TVAMP, LLC. TVAMP serves individual clients, including high-net-worth and non-HNW households, as well as employer-sponsored retirement plans and other entities. The firm manages approximately $1.185 billion in assets and focuses on fundamental analysis and strategic asset allocation to construct diversified portfolios using mutual funds, ETFs, and individual securities.

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 bringing 16 years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corp and Concourse Financial Group Securities Inc. Outside of her investment advisory work, 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 institutional plans. The firm emphasizes long-term trading strategies grounded in modern portfolio theory and manages a range of investment vehicles, including mutual funds, ETFs, and real estate funds.

Amanda Wilson is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 designation with nine years of industry experience. She previously worked at Morgan Stanley for 16 years and was associated with United Way of Greater Knoxville. 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’s investment approach focuses on fundamental analysis and strategic asset allocation, offering diversified portfolios and a range of advisory services.

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.

James Proffitt Jr. is a financial advisor at Proffitt & Goodson Inc. with 22 years of industry experience. He has spent his entire career with Proffitt & Goodson Inc., which he joined in 1986. 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 uses an evidence-based investment process combined with fundamental analysis and model-based asset allocation, managing accounts primarily on a discretionary basis with automated rebalancing and tax-loss harvesting.

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.

Shane Caldwell is a financial advisor with TVAMP, LLC in Knoxville, TN, holding the CFP® designation along with Series 65 and Series 63 licenses. He has 13 years of industry experience and has previously worked at firms including LPL Financial LLC, Bank of Tennessee, Bank of America, Merrill, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. In addition to his advisory role at TVAMP, Caldwell provides investment advisory services through Tennessee Valley Asset Management Partners, LLC. TVAMP serves individual clients, including high-net-worth and non-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 and employs a team of 23 advisors, offering services such as discretionary and non-discretionary asset management, financial planning, and retirement plan advisory. Their investment approach focuses on fundamental analysis and strategic asset allocation, utilizing diversified portfolios of mutual funds, ETFs, and individual securities.

Lori Bishop is a CFP® with 36 years of industry experience, currently serving at Alliance Wealth Management Partners LLC since 2021. Her prior experience includes roles at Cambridge Investment Research, Inc. and LPL Financial. Outside of her advisory work, she is involved in life coaching through Emerald Coaching Company and serves as Executive Director on the board of the Caregiver Superhero Society. 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 using diversified mutual funds, ETFs, and other securities with a generally long-term orientation.

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.

Charles Sweat is a CFP® professional with 32 years of experience in financial advisory services. He is affiliated with TVAMP, LLC, a team-based firm in Knoxville, TN, and has worked with related entities including Tennessee Brokerage Agency and LPL Financial. TVAMP serves individual clients, employer-sponsored retirement plans, and other entities, managing approximately $1.185 billion in assets. The firm employs a fundamental analysis and strategic asset allocation approach, constructing diversified portfolios with mutual funds, ETFs, and selected individual securities while providing ongoing monitoring and discretionary trading.

Kristen Tucker is a CFP® with 25 years of industry experience, currently serving at Knox Wealth Partners Advisory since 2017. She also maintains a long-term association with LPL Financial beginning in 2012. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, focusing primarily on 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 LPL-sponsored programs and third-party managers.

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.