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.

Hunter Turgeon is the sole advisor at Turgeon & Co, an independent investment advisory firm based in Johnson City, TN. He holds a Series 65 designation and has worked at several firms including Morgan Stanley, Arrowmark Partners, and Capital Spring. Outside of advisory work, he is involved in non-advisory consulting with a fintech firm developing AI-based trading tools. Turgeon & Co provides discretionary and non-discretionary portfolio management and financial planning primarily for individuals, families, trusts, and small business owners. The firm emphasizes strategic asset allocation, diversification, and long-term portfolio construction, typically using low-cost ETFs and model portfolios tailored to varying risk tolerances.

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.

Justin Lester is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Allied Investments in Johnson City, TN. He previously worked for Aldebaran Financial Inc. for 19 years. In addition to his advisory role, Lester provides professional trustee and executor services, managing assets within trusts and estates. Allied Investments offers discretionary investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, retirement plans, and corporations. The firm utilizes a long-term investment approach with a focus on exchange-traded funds and low-cost mutual funds, incorporating options and derivative strategies that are uncommon among peers.

Austin Reppart is a financial advisor at Lake Park Advisors with 10 years of industry experience and holds a Series 65 designation. He also serves as an operations manager and staff accountant at Eddy, CPA, where he provides tax preparation and accounting services. Lake Park Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities, managing approximately $18.7 million across 91 client relationships. The firm’s approach includes tailored investment programs based on clients’ goals and risk tolerance, with an emphasis on fundamental analysis and a range of investment strategies. A notable aspect of the firm is its affiliation with an active CPA and tax-preparation practice, providing clients with integrated tax and investment services or the option to keep them separate.

Phillip Worley is a CFP® and Series 65 credentialed advisor with WorthWhile Wealth Council, bringing three years of industry experience. He has worked at WorthWhile Wealth since 2026 and has been with WorthWhile Wealth Council since 2020. Prior to his advisory career, he was employed at East Tennessee State University from 2014 to 2020. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, high net worth clients, foundations, and retirement plan sponsors and participants. The firm manages approximately $63.7 million across about 179 client households, offering integrated financial planning, discretionary portfolio management, and advice for held-away accounts with a focus on strategic, globally diversified multi-asset-class allocation.

Richard Eddy is a CFP® with 10 years of industry experience and is a partner at Eddy, CPA, an accounting and tax preparation firm. He operates under Richard E. Eddy, CFP®, LLC dba Financial Leadership and serves clients through Lake Park Advisors in Johnson City, TN. He is also a member of the finance committee at First United Methodist Church. Lake Park Advisors provides discretionary portfolio management, financial planning, and qualified plan consulting to individuals and business entities. The firm manages approximately $18.7 million for around 91 clients, employing a methodology that incorporates fundamental analysis and tailored investment strategies aligned with each client’s goals and risk tolerance.

Scott Marmo is a financial advisor with Marmo Financial Group, LLC in Johnson City, TN, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Marmo Financial Group since 2007 and previously worked at Triad Advisors, Inc. from 2006 to 2016. Outside of his advisory role, Marmo is an insurance broker and serves as an ex-officio board member of Holston Medical Group, P.C. Marmo Financial Group serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary portfolio management, and retirement plan advisory consulting. The firm employs a long-term, asset allocation-based approach and incorporates fundamental analysis and fiduciary tools such as the fi360 Toolkit in its investment process.

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 with Roan Capital Partners, holding a Series 63 designation and 29 years of industry experience. Her career includes roles at Cetera Advisor Networks, CWM, LPL Financial, and Gaam Wealth Advisors. She has been with Roan Capital Partners since 2018 as part of their four-advisor team in Johnson City, Tennessee. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, estate, tax, college savings, and business-planning services. The firm primarily uses passive investment strategies with index mutual funds and ETFs, supplemented by fundamental and technical analyses, managing accounts based on client-specific Investment Policy Statements.

Sasha Stewart is a CFP® professional with four years of industry experience, currently serving at Marmo Financial Group, LLC since 2023. Prior to this, Stewart worked for nine years at WealthWise, Inc. dba WorthWhile Wealth Council. Marmo Financial Group serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary portfolio management, retirement income services, and retirement plan advisory consulting. The firm employs a long-term, asset allocation-based approach, using fundamental analysis for select securities and tools like the fi360 Toolkit to support investment due diligence.

Jeffrey Kastner is a financial advisor at Roan Capital Partners with 11 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Regions Bank for nine years. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment strategies with index funds and ETFs, supplemented by various analytical methods, and manages accounts based on client-specific Investment Policy Statements.

Rebekah Taylor Burton is a CFP® professional with over 20 years in the financial services industry, currently with Roan Capital Partners. Her prior experience includes roles at Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., AmSouth Bank, and Regions Bank. She is based in Johnson City, Tennessee. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing primarily passive investment strategies alongside fundamental and technical analyses to guide asset allocation. The firm manages approximately $152 million in discretionary assets across about 328 client relationships.

Benjamin Nunn is a CFP® and Series 65-registered advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. 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 that provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing overlays with fundamental analysis and utilizes both internal and external resources to tailor portfolios through asset allocation and ongoing monitoring.

Roy Nunn is a financial advisor at Values First Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Values First Advisors since 2009. Outside of advising, he is licensed to sell insurance and receives commissions from insurance product sales. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and charitable organizations. The firm incorporates a Biblically Responsible Investing overlay in its investment process, combining fundamental analysis with external sub-advisers and tailored asset allocation.

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.

Clifford Taylor is a CFP® and Series 65-registered advisor with Values First Advisors, Inc. in Johnson City, TN, where he has worked since 2021. He has four years of industry experience and previously worked at Barracks Financial Group and Liberty University. Prior to his financial career, he was involved in the air duct cleaning business for five years. Values First Advisors is an independent SEC-registered firm that provides financial planning and portfolio management for individuals, trusts, estates, retirement plans, and charitable organizations. The firm incorporates Biblically Responsible Investing principles through a combination of fundamental analysis, in-house model management, and third-party sub-advisers.

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.

Kenneth Brewer is a financial advisor at Values First Advisors, Inc. with 17 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 served as an assistant professor of psychology at Tusculum College since 2012. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing (BRI) principles with fundamental analysis and uses a combination of in-house management, external sub-advisers, and tactical ETF and stock selection tailored through asset allocation and ongoing monitoring.