Knoxville, TN Office

John Perdue is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Lincoln Financial Securities Corporation. Outside of advising, he holds power of attorney for a family member and serves as a producer for insurance products including variable universal life. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm uses long-term trading strategies grounded in modern portfolio theory and manages a range of assets including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

Benjamin Barnett is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes roles at First Tennessee and FTB Advisors, Inc., as well as work with Concourse Financial Group Securities, Inc. In addition to his advisory work, he is involved in selling insurance products through WMG Financial Services. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, and retirement plans with portfolio management, financial planning, and consulting services. The firm emphasizes long-term trading guided by modern portfolio theory and manages discretionary accounts with a focus on mutual funds, ETFs, fixed income, real estate funds, and closed-end funds/BDCs.

Jackson Palmer is a financial advisor at WMG Financial Advisors, LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Concourse Financial Group Securities, Inc. and Strategic Wealth Management. In addition to his advisory role, Palmer operates a tax accounting and business advisory practice as a CPA under Witcher CPA, LLC. WMG Financial Advisors is a team-based firm that offers portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm uses long-term trading strategies focused on modern portfolio theory and manages discretionary accounts across various investment vehicles, including mutual funds, ETFs, and closed-end funds.

William Ashford is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at WMG Financial Advisors, LLC and previously held positions at Hamblen County Schools and 21st Mortgage. Outside of his advisory role, Ashford serves as the head tennis coach at Morristown West High School and is the president and registered agent of the Lakeway Tennis Association, a nonprofit promoting tennis in the Lakeway area. WMG Financial Advisors is a team-based registered investment adviser that provides 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 variety of investment vehicles, including pooled funds and closed-end funds.

D Bergner is a CFP®-designated financial advisor with 35 years of industry experience. He is affiliated with WMG Financial Advisors, LLC in Knoxville, TN, and has held roles at Lincoln Financial Securities Corporation and Concourse Financial Group Securities, Inc. He is also the owner and founder of WMG Financial Services, which offers insurance products. WMG Financial Advisors is a team-based registered investment adviser providing portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional customers. The firm emphasizes long-term trading strategies rooted in modern portfolio theory and works with a variety of investment vehicles, including mutual funds, ETFs, and closed-end funds.

James Dannel is a financial advisor at WMG Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and First Bank Investment Partners. He is based in Knoxville, TN. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and brokerage customers. The firm uses long-term trading strategies grounded in modern portfolio theory and manages discretionary accounts across a range of investment vehicles, including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.

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.

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.

Rachael Holcomb is a financial advisor at WMG Financial Advisors, LLC with six years of industry experience. She holds a Series 65 credential and has worked at firms including Osaic Advisory Services, Triad Hybrid Solutions, Cosey Financial Services, and State Farm. Outside of her advisory role, Holcomb owns Wild Appalachian Farms, LLC, which focuses on beekeeping and small farm product sales. 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 emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles including mutual funds, ETFs, and real estate funds.

Trent Lowe is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining WMG Financial Advisors, he worked at Patten and Patten Investments and held various roles outside the financial industry while completing his education. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm emphasizes long-term portfolio management using modern portfolio theory and manages discretionary accounts across a range of investment vehicles.

Elizabeth De Wan is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 14 years of industry experience and a Series 66 designation. Her prior work includes roles at Proequities Inc and Lincoln Financial Securities Corporation. WMG Financial Advisors is a team-based registered investment adviser that serves individuals, high-net-worth clients, retirement and profit-sharing plans, and brokerage customers. The firm uses individualized Investment Policy Statements and applies long-term trading strategies based on modern portfolio theory across a range of investment vehicles, including mutual funds, ETFs, fixed income, real estate funds, and closed-end funds.