Blue Ridge Wealth Planners

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.

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 financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with six years of industry experience. His prior roles include positions at PYA, P.C., the University of Tennessee's Haslam Torch Fund, and the Cleveland Bradley County Teachers Federal Credit Union. He is also the managing member of Lighthouse Financial LLC, an investment club where he oversees bi-annual meetings and investment strategy. 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 seven-advisor team manages approximately $276 million across 723 client accounts, employing a mix of fundamental, technical, and charting analysis to tailor investment strategies to clients’ objectives and risk tolerance.

Austin Ballenger is a financial advisor at Blue Ridge Wealth Planners in Raleigh, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Blue Ridge Wealth Planners, he worked in various roles at Sysco Food Services, Pepsi Co., Cook's, UT Medical Center, and Breakout. He is also a licensed insurance agent offering insurance products to clients. Blue Ridge Wealth Planners is an SEC-registered advisory firm providing discretionary portfolio management, financial planning, and retirement planning services to individual and high-net-worth clients. The seven-advisor team manages approximately $276 million, tailoring investment strategies using fundamental, technical, and value-oriented approaches while also offering educational materials and events.

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 financial advisor at Blue Ridge Wealth Planners in Knoxville, TN, holding a Series 65 designation with 12 years of industry experience. He has worked at Blue Ridge Wealth Planners since 2014 and previously spent four years with Global Financial Private Capital, LLC. Outside of his advisory role, Vandergriff is a member and owner of Cogdill One, LLC, a company involved in managing commercial real estate. Blue Ridge Wealth Planners is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement advice. The seven-advisor team manages approximately $276 million across around 723 accounts, utilizing a combination of proprietary and third-party model portfolios tailored to client objectives and risk tolerance.

Joshua Bigwood is a financial advisor with Blue Ridge Wealth Planners in Knoxville, TN. He holds a Series 65 designation and has been with the firm since 2019. Prior to his advisory role, he worked in the hospitality industry, including positions at Olive Garden and Nama Sushi. Blue Ridge Wealth Planners is an SEC-registered advisory firm that provides discretionary portfolio management, financial planning, and retirement planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to tailor investment strategies and offers educational materials and events to support client financial literacy.

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 experience at Northern Trust, American Century Investments, and Alliance Bernstein before joining Blue Ridge Wealth Planners in 2025. He is based in Knoxville, TN, and has been involved as an assistant coach for a 3rd grade softball league with the West Nashville Sports League. 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 seven-advisor team manages approximately $276 million across 723 accounts, using a combination of proprietary and third-party model portfolios tailored to client objectives and risk tolerance.

Robert Fugate is a CFP® and ChFC® with 27 years of experience in financial advising. He is currently with Blue Ridge Wealth Planners, where he has worked since 2014, and previously held roles at Global Financial Private Capital, LLC. Outside of advising, he is president and owner of Seven Islands Consulting Group, LLC, which provides marketing support to Blue Ridge Wealth Planners. 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 seven-advisor team manages approximately $276 million and employs a combination of fundamental, technical, and value-oriented investment strategies tailored to client objectives and risk tolerance.

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.