Larry Grogan is the sole advisor at GROGAN Advisory Services, LLC, an independent firm based in Johnson City, TN. He holds a Series 66 designation and has 27 years of industry experience, including 23 years leading his own advisory firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit organization. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm offers wealth management services tailored to clients' specific circumstances, using a conservative investment approach focused on fundamental security analysis and third-party research.

Benjamin Edwards is a financial advisor at W.B. Edwards & Co. He holds a Series 65 designation and has been with the firm since 2026. Prior to this, he has managed the Tennessee Lawn Company since 2015. W.B. Edwards & Co. is an independent investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm combines fundamental, quantitative, and technical analysis across various investment strategies and also provides corporate advisory, public finance, treasury management, and research/valuation work.

Matthew Albritton is a financial advisor with Valor Financial Planning in Johnson City, TN. He holds a Series 65 designation and has three years of industry experience. His work history includes roles at American Values Investments and Ferguson Wealth Management, and he also serves as an adjunct instructor at Milligan University. Valor Financial Planning provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a predominantly passive, long-term investment approach using low-cost mutual funds and ETFs, alongside services such as individual tax preparation and limited-scope ERISA fiduciary advice.

Justin Lester is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Allied Investments of Tennessee, LLC. He previously spent 19 years at Aldebaran Financial Inc. In addition to investment advisory, he provides professional trustee and executor services, managing assets within trusts and estates. Allied Investments is an independent advisory firm serving individuals, high-net-worth households, retirement plans, and corporate clients. The firm offers discretionary portfolio management using ETFs, mutual funds, individual securities, and derivatives, alongside financial planning, tax preparation, and trustee-related services.

Phillip Worley is a CFP® and Series 65-registered advisor with WorthWhile Wealth Council, based in Johnson City, TN, and has four years of industry experience. He has been with WorthWhile Wealth Council since 2020 and previously worked at Worthwhile Wealth. Prior to his advisory career, he was employed at East Tennessee State University for six years. WorthWhile Wealth Council serves individual clients, including high-net-worth households, retirement plan sponsors, trusts, and small foundations by providing integrated wealth management, financial planning, and discretionary portfolio management as a fee-only fiduciary. The firm uses a strategic, global multi-asset allocation approach and offers client education, behavioral-finance coaching, and impact-investment screening tools.

David Maurice is a CFP® with 33 years of industry experience, currently serving as an advisor at WorthWhile Wealth Council. He has worked at Wealthwise Inc since 2002 and at 508 Princeton Road since 2022. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, people of high net worth, foundations, and retirement plan sponsors. The firm emphasizes a strategic, globally diversified multi-asset-class investment approach primarily using mutual funds and ETFs, combined with financial planning, discretionary portfolio management, and client education.

Joy Garland is a financial advisor at Roan Capital Partners with 30 years of industry experience. She holds a Series 63 designation and has worked at several firms including LPL Financial and Cetera Advisor Networks. Garland has been with Roan Capital Partners since 2018. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients, employing a mainly passive investment approach focused on low-cost index funds and tax efficiency. The firm also offers business planning, employee benefits optimization, and estate and tax planning as part of its services.

Jeffrey Kastner is a financial advisor at Roan Capital Partners with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Regions Bank, CWM, LLC, GAAM Wealth Advisors, LPL Financial, and UBS Financial Services. Roan Capital Partners provides investment management and financial planning primarily to individual and high net-worth clients. The firm emphasizes a primarily passive investment approach using low-cost index funds and ETFs, combined with a range of analytical tools, and offers a broad suite of advisory services including business planning and estate and tax planning.

Rebekah Taylor Burton is a CFP® professional with two years of experience at Roan Capital Partners. She has a long tenure in the financial industry with prior roles at Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., AmSouth Bank, and Regions Bank. Roan Capital Partners provides investment management and financial planning services primarily to individual and high net-worth clients, offering a range of advisory services including business planning, employee benefits optimization, and estate and tax planning. The firm emphasizes a primarily passive investment approach using low-cost index funds and ETFs, with a combination of analytical methods and client-specific investment policy statements guiding discretionary management.

Benjamin Nunn is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. In addition to his advisory role, he is licensed to sell insurance and may receive commissions on insurance product sales. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs Biblically Responsible Investing principles and uses long-term equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.

Roy Nunn is a financial advisor with Values First Advisors, Inc. in Johnson City, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Values First Advisors since 2009. Outside of his advisory role, he is licensed to sell insurance and may receive commissions from insurance product sales. Values First Advisors is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $215 million with a team of seven advisors, employing a Biblically Responsible Investing overlay and focusing on long-term equity and fixed-income strategies through both direct and model portfolio approaches.

James Motte is a CFP® professional with 12 years of experience in financial advising. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning services. The firm emphasizes continuous supervision and diversified portfolio construction using Modern Portfolio Theory, serving clients with tailored advice across investment, retirement, estate, charitable, education, and business-related planning areas.

Clifford Taylor is a CFP® professional with five years of industry experience, currently serving as an advisor at Values First Advisors, Inc. since 2021. His prior roles include positions at Barracks Financial Group and Liberty University, as well as five years with A1 Air Duct Cleaning. Values First Advisors, Inc. is an independent, SEC-registered firm providing portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies through various investment vehicles and custodial platforms.

Kenneth Brewer is a financial advisor at Values First Advisors, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been with Values First Advisors since 2009. In addition to his advisory role, he has been an assistant professor of psychology at Tusculum College since 2012. Values First Advisors is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies, utilizing a combination of individual securities, mutual funds, ETFs, and third-party sub-advisers.

Larry Ellis is a CFP® and holds a Series 65 designation with 19 years of industry experience. He has been with Values First Advisors, Inc. since 2009. Values First Advisors, Inc. is an independent, SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a Biblically Responsible Investing overlay and pursues long-term, fundamentally driven equity and fixed-income strategies through individual securities, mutual funds, and ETFs.

Stephanie Campbell is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. for five years. In addition to her advisory role, she is licensed as an insurance agent, selling life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a mix of fundamental and technical analysis with a systematic, quantitative approach primarily using ETFs and mutual funds, offering both discretionary and non-discretionary management.

William Harrison Jr. is a financial advisor with First Advisors National, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 54 years of industry experience. He is also a licensed insurance agent in Johnson City, Tennessee. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, employing tactical and strategic asset allocation methods and overseeing third-party money managers to implement client strategies.

Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Guardian Wealth Advisors since 2022. Prior to her advisory career, she held roles in various industries including retail and mortgage services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach utilizing ETFs, mutual funds, and risk-mitigation strategies.

Matthew Deitel is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior positions include roles at Triad Hybrid Solutions, Triad Advisors, Inc., and Wells Fargo Clearing. He is also licensed to sell life insurance and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a combination of fundamental and technical analysis within a systematic framework, utilizing ETFs, mutual funds, third-party managers, and risk measurement tools.

Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at First Advisors National, LLC, Vanderbilt Advisory Services, LLC, Vanderbilt Securities, LLC, Regal Investment Advisors, LLC, and Regulus Advisors, LLC. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and sells various insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, and it typically uses third-party sub-advisers and model portfolios to implement client strategies.