High Knoll Wealth Advisors, LLC

Ryan Patterson is a financial advisor at High Knoll Wealth Advisors, LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. He is also the owner of Aquis Facilities Management, a kitchen compliance and exhaust contracting business based in Memphis, TN. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, endowments, and charitable organizations. The firm follows a fiduciary, long-term approach based on modern portfolio theory and asset allocation, utilizing a variety of securities and third-party data aggregation tools to manage client holdings.

Brian Wood is a financial advisor at High Knoll Wealth Advisors, LLC in Lexington, KY. He holds a Series 65 designation and has recently entered the industry, with prior work experience at Delaware North. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, businesses, foundations, and charitable organizations. The firm follows a fiduciary, long-term investment approach based on modern portfolio theory and asset allocation, and offers specialized services such as ERISA fiduciary retirement plan consulting and guidance on less-liquid or tax-complex investments.

Jonathan Pliszka is a financial advisor at High Knoll Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morningstar Inc. before joining High Knoll. In addition to his advisory role, he serves as a lecturer and faculty advisor at the University of Kentucky, teaching finance courses and supporting student investment activities. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, endowments, and charitable organizations. The firm employs a fiduciary, long-term approach based on modern portfolio theory and asset allocation, and offers specialized retirement plan consulting and the ability to review private real estate and other complex investments.