Steven Runnion

Larry Grogan is the principal of GROGAN Advisory Services, LLC, an independent advisory firm based in Johnson City, TN. He holds the Series 66 designation and has 26 years of industry experience, including 23 years with his current firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm provides wealth management services with a conservative investment approach, utilizing fundamental analysis and third-party research, and coordinates with specialist managers for alternative investments when appropriate.

Matthew Albritton is a financial advisor at Valor Financial Planning in Johnson City, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Ferguson Wealth Management and American Values Investments. Valor Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients, as well as charitable organizations and businesses. The firm emphasizes long-term, passive portfolio construction with a focus on asset allocation and low-cost mutual funds and ETFs, offering various engagement formats including subscription-style retainers and specialized support for retirement-plan advice and student loan repayment.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. located in Banner Elk, NC. He holds a Series 65 designation and has been with Sterling Wealth Advisors since 2024. Prior to his advisory role, he worked at Lowes' Food and has experience with Classical Conversations Plantation and Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of investment strategies across no-load mutual funds, ETFs, bond funds, and government securities, offering both ongoing advisory relationships and shorter-term consulting engagements.

Regina Cornelio is a financial advisor at Altitude Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services, focusing on individualized investment approaches aligned with client goals, risk tolerance, and time horizon.

James Motte is a CFP® professional with 12 years of industry experience. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Motte also has experience in the public sector, having worked for the City of Bristol. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and comprehensive financial planning. The firm’s investment approach emphasizes asset-class diversification based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing, supported by institutional platforms such as Schwab Institutional and DFA products.

Stephanie Hagan is a financial advisor with Carter Financial Group, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her work history includes positions at VOYA Financial Advisors, Mutual Securities, Inc., and Carter Financial Group. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.