Knoxville, TN Office

Macey Smith is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with two years of industry experience. Prior to joining Blue Ridge Wealth Planners, Smith worked at Gavino's and Saratoga Group and has experience in various roles including at Morehead State University and Milex Logistics. Smith also serves as an insurance agent offering insurance products and services to clients. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement planning. The firm employs a mix of fundamental, technical, and charting analysis to tailor investment strategies and also provides educational materials and events to clients.

Jacob Nelson is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has one year of experience in advisory services. Prior to joining Blue Ridge Wealth Planners, he worked at 21st Mortgage Corporation and Sam’s Club. Blue Ridge Wealth Planners provides discretionary asset management and goals-based financial planning primarily to individual and high-net-worth clients, utilizing a proprietary model strategy that incorporates diversified mutual funds, ETFs, and select alternative assets. The firm offers integrated wealth management services, including wrap-fee programs, retirement rollover recommendations, and educational workshops.

Jonathan Mills is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at PYA Waltman Capital and the Tennessee Valley Authority, as well as multiple roles at the University of Tennessee. He is also a licensed insurance agent, offering insurance products alongside his advisory services. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement planning. The firm employs a mix of fundamental, technical, and value-oriented investment strategies tailored to client objectives and risk tolerance, and supports its clients with educational materials and events.

Bradley Fugate is a financial advisor with Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 66 designation and 10 years of industry experience. He has worked at Madison Avenue Securities, LLC since 2017 and has been associated with Blue Ridge Wealth Planners since 2014. Outside of advisory work, he is the founder, singer, and songwriter of a band called O Youth. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and value-oriented investment strategies tailored to client objectives and risk tolerance.

Wayne Cravens is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has been in the industry since 2023, with prior roles at SmartBank and Relai. Blue Ridge Wealth Planners is an SEC-registered firm with a seven-advisor team managing approximately $276 million across 723 client accounts. The firm provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis alongside strategic and tactical asset allocation.

Marc Morris is a Series 65-licensed financial advisor with six years of industry experience, currently with Blue Ridge Wealth Planners since 2019. He previously worked at PYA, P.C. and held roles related to investment and finance at the University of Tennessee. Outside of his advisory role, he is the managing member of Lighthouse Financial LLC, an investment club where he oversees bi-annual meetings and investment strategy. 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. The firm offers integrated wealth management, retirement rollover recommendations, and educational workshops.

Bryce Hodge is a financial advisor at Blue Ridge Wealth Planners with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, 21st Mortgage, and First Century Bank. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and value-oriented investment strategies and supports clients through both proprietary and third-party model portfolios.

Julia Kaye is a financial advisor with Blue Ridge Wealth Planners in Knoxville, TN. She holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, she worked at Shellpoint Mortgage and 21st Mortgage. Outside of her advisory role, she serves as the Operational Finance and Governance Lead for the Knox County Young Democrats of America. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients. The seven-advisor team manages approximately $276 million using tailored investment strategies that incorporate fundamental, technical, and value-oriented approaches, alongside offering educational materials and events on retirement and financial planning.

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.

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.

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.

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.

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.

Benjamin Andrews is a financial advisor at Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked at 21st Mortgage for four years and attended the University of Tennessee. Blue Ridge Wealth Planners is an SEC-registered advisory firm serving individual and high-net-worth clients. The seven-advisor team manages approximately $276 million across about 723 accounts, offering discretionary portfolio management and financial planning through proprietary and third-party model portfolios tailored to clients' objectives and risk tolerance.