Visionary Horizons, LLC

Joseph Mccameron is a financial advisor at Visionary Horizons, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Insurance Agency, Purshe Kaplan Sterling Investments, and WCH Casualty Insurance. He is also a licensed insurance agent in Knoxville, TN, dedicating part of his time to this role. 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 uses tailored investment plans and model portfolios informed by fundamental, technical, and cyclical analysis, as well as algorithm-based research.

Michael Simpson is a CFP® with 16 years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2017. Outside of his advisory role, Simpson is involved in several nonprofit organizations, including serving as chairman of the boards for Arab Christian Refugee Assistance, Friends Against Parental Alienation, Knoxville Downtown Sertoma Club, and Knoxville Habitat for Humanity. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs tailored investment plans using a combination of fundamental, technical, cyclical analysis, and option strategies, supplemented by algorithm-based modeling, and offers fiduciary services to employers under ERISA guidelines.

David Worley is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds a Series 65 designation and has been with Visionary Horizons since 2021. In addition to his advisory role, he operates as an independent insurance agent specializing in health and life insurance. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management and financial planning services. The firm employs tailored investment plans and utilizes a combination of fundamental, technical, and quantitative analysis to manage client portfolios.

Charles Loveday is a financial advisor with Visionary Horizons, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Tennessee Valley Asset Management Partners, LLC, LPL Financial, LLC, and Forester Benefits. 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, cyclical analysis, and option strategies supported by third-party research and algorithm-based modeling.

Madison Holbrook is a CFP® with seven years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. Holbrook has held roles at LPL Financial and PKS Investments, among others, and previously worked in education with the Grainger County School System. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, and institutional entities. The firm uses a combination of fundamental, technical, and algorithm-based research to manage tailored investment portfolios and offers plan-level fiduciary services under ERISA.

Roger Kiger is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with Visionary Horizons, LLC and has previously worked with Purshe Kaplan Sterling Investments and LPL Financial, LLC. Outside of his advisory role, he owns businesses including Smart-RIA and Marina Management LLC, which are not related to investment advisory services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and combines fundamental, technical, and algorithm-based research to manage portfolios, offering both direct management and oversight of sub-advisers.

Tyler Morrow is a CFP® and Series 66-licensed advisor with nine years of industry experience. He has worked at Visionary Horizons, LLC since 2018 and previously held positions at B K Reynolds, PC, Securities America, Inc., Foothill Securities, Inc., and Quality Financial Concepts. Visionary Horizons, LLC is a team-based firm serving individuals, retirement plans, trusts, estates, and business entities with both discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm uses AI tools in service delivery and meeting transcription, offers direct indexing strategies, and incorporates third-party research to tailor investment allocations across various asset classes.

Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. 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 employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.

Rebecca Brown is a CFP® professional with 23 years of industry experience, currently serving at Visionary Horizons, LLC. She has previously worked with firms including Hawkwind Wealth Advisory, Third Eye Associates, and Commonwealth Financial Network. Outside of advisory roles, she serves as the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit organization advocating for tobacco-free finance policies. Visionary Horizons, LLC is a team-based firm providing investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios informed by third-party research and offers tailored strategies that include equities, fixed income, ETFs, mutual funds, options, and selective alternatives, with ongoing monitoring and client notifications.

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.

Jeremy Long is a financial advisor with Visionary Horizons, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior firms include LPL Financial and SunTrust Bank and affiliated entities. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm utilizes model portfolios informed by third-party research and offers discretionary and non-discretionary management, incorporating a range of asset classes including equities, fixed income, ETFs, and alternatives.

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.

Clinton Biggs is a financial advisor at Visionary Horizons, LLC with five years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research Advisors and LPL Financial. In addition to his advisory role, he owns an insurance and benefits firm, Executive Insurance Group. Visionary Horizons provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm constructs and manages model portfolios using a range of investment vehicles and incorporates AI tools into its service delivery and meeting processes.

Katherine Stellflue is a CFP® with 17 years of industry experience, currently serving at Visionary Horizons, LLC. Her prior roles include positions at Culpepper Wealth Management, LPL Financial, Kestra Investment Services, Goldstein Advisors, Securities America, Arbor Point Advisors, Ameriprise Financial Services, and Pence Wealth Management Corporation. Visionary Horizons, LLC provides investment advisory and financial planning services to a broad client base including individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios tailored to client goals and utilizes AI tools in service delivery, offering both discretionary and non-discretionary portfolio management with a range of investment strategies.

Tyler Fedrick is a CFP® professional with seven years of industry experience, currently serving at Visionary Horizons, LLC. His background includes roles at LPL Financial LLC, Smartria, and PFS Investments Inc. Outside of his advisory work, he provides interview coaching to individuals seeking to improve their job interview skills. Visionary Horizons offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities. The firm employs model portfolios based on third-party research and uses a range of investment vehicles, continuously monitoring and rebalancing accounts while incorporating AI tools and direct indexing strategies.