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.

Mason Mc Croskey is a financial advisor at TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Bank of America, along with periods dedicated to full-time education. 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 it offers additional services such as written financial plans, retirement-plan advisory, and access to third-party money managers.

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 based in Knoxville, TN, with six years of industry experience. He currently works at TVAMP, LLC and has prior experience with firms including Duncan Williams Asset Management and First Horizon Advisors. TVAMP, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm focuses on a long-term, asset-allocation approach using diversified portfolios primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory, sub-advisory relationships, and client education through seminars and newsletters.

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 with TVAMP, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at LPL Financial LLC, The Nalls Sherbakoff Group, Centaurus Financial Inc., and Ingram Financial Group. Outside of finance, he has experience with the Boy Scouts of America. 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 mutual fund and ETF portfolios, and offers additional services such as wrap-fee programs, educational seminars, and accounting-liaison support.

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.

Amanda Wilson is a financial advisor at TVAMP, LLC in Knoxville, TN, holding a Series 66 credential with nine years of industry experience. She previously worked at Morgan Stanley for 16 years and was affiliated with United Way of Greater Knoxville. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes a long-term, asset-allocation strategy using diversified portfolios with mutual funds and ETFs, and offers additional services such as referral to third-party money managers and sub-advisory relationships.

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.

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.

Shane Caldwell is a CFP® professional with 13 years of experience in the financial services industry. He is currently with TVAMP, LLC, where he has worked since 2023, and has held positions at firms including LPL Financial LLC, Bank of America, Merrill, and Ronald Blue & Co. Outside of his advisory roles, he provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, an independent registered investment advisor. TVAMP, LLC offers 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, model portfolios, and third-party managers, and provides services such as retirement-plan advisory and sub-advisory relationships.

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.