WMG Financial Advisors, LLC

John Perdue is a financial advisor with WMG Financial Advisors, LLC in Knoxville, TN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at WMG Financial Advisors since 2013 and was previously with Lincoln Financial Securities Corporation from 2013 to 2017. Outside of advising, he has responsibilities in corporate finance, compliance, and client services at WMG and holds power of attorney for his mother. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement plans, corporations, and brokerage customers, applying modern portfolio theory and long-term trading strategies within written Investment Policy Statements.

Benjamin Barnett is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Tennessee and Concourse Financial Group Securities, Inc. Barnett also has experience as an insurance agent through a related business activity. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals—including high-net-worth clients—retirement and profit-sharing plans, corporations, and brokerage customers, offering portfolio management, financial planning, and retirement plan consulting with a focus on modern portfolio theory and long-term trading strategies.

Jackson Palmer is a financial advisor at WMG Financial Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Concourse Financial Group Securities, Inc. and Strategic Wealth Management. Palmer also operates a tax accounting and business advisory practice, Witcher CPA, LLC. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, and corporations, offering portfolio management, financial planning, and retirement plan consulting with a long-term, policy-driven investment approach.

William Ashford is a financial advisor with WMG Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. Before joining WMG Financial Advisors, he worked at Hamblen County Schools and 21st Mortgage. Outside of his advisory role, he serves as the head tennis coach at Morristown West High School and is the unpaid registered agent and president of the Lakeway Tennis Association, a local nonprofit promoting tennis. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage customers, employing a long-term, policy-driven investment approach across a broad range of securities.

Jason Witcher is a financial advisor with WMG Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His background includes roles at Strategic Wealth Management Group, CONCOURSE Financial Group Securities Inc, and service with the Brandon Police Department. He is also the managing member of Witcher CPA, PLLC, and serves as a ruling elder and finance chairman at Lakeland Presbyterian Church. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, and corporations, employing a long-term, policy-driven investment approach and offering portfolio management, financial planning, and retirement plan consulting services.

D Bergner is a CFP®-designated financial advisor with 34 years of industry experience, currently practicing at WMG Financial Advisors, LLC in Knoxville, TN. His prior roles include positions at Concourse Financial Group Securities, Inc. and Lincoln Financial Securities Corporation. He is also the owner and founder of WMG Financial Services, offering insurance products. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement plans, corporations, and brokerage customers, employing a long-term investment approach grounded in modern portfolio theory and written Investment Policy Statements.

Charles Sells is a financial advisor with WMG Financial Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ProEquities Inc and Lincoln Financial Securities Corp. He is also a licensed insurance agent and occasionally offers insurance products to clients. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage customers, employing written Investment Policy Statements and a long-term investment approach across a range of securities.

James Dannel is a financial advisor at WMG Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and First Bank Investment Partners. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage customers, applying modern portfolio theory and a long-term trading approach with written Investment Policy Statements.

Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, TN, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Lincoln Financial Securities and operating The Ashford Group since 2005. Ashford is involved in managing power of attorney and estate responsibilities for family members. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage clients, using written Investment Policy Statements and a long-term trading approach across a diverse range of securities.

Luann Jarnagin is a financial advisor at WMG Financial Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp. Outside of her advisory role, she provides human resources consulting and training services. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage customers, employing a long-term investment approach guided by written Investment Policy Statements.

Peter Komistek is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he was a student for ten years. WMG Financial Advisors is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, including high-net-worth clients, retirement and profit-sharing plans, corporations, and brokerage customers, offering portfolio management, financial planning, and retirement plan consulting with a long-term, written investment policy approach.

Dennis White is a financial advisor with WMG Financial Advisors, LLC in Brandon, MS, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at WMG Financial Advisors since 2018 and previously spent over two decades with Concourse Financial Group Securities and Strategic Wealth Management Group Inc. Outside of his advisory role, he is also a licensed insurance producer presenting fixed insurance products. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement plans, corporations, and brokerage customers, offering portfolio management, financial planning, and retirement plan consulting with an investment approach grounded in written Investment Policy Statements and modern portfolio theory.

Rachael Holcomb is a Series 65-licensed financial advisor with six years of industry experience. She is currently with WMG Financial Advisors, LLC and previously worked at Osaic Advisory Services, Triad Hybrid Solutions, Cosey Financial Services, and State Farm Cindy Doyle. Holcomb owns Kaizen Retirement Plan Consultants, LLC, which has been integrated into WMG’s retirement plan services, and she also operates a small agricultural business focused on beekeeping and farm product sales. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, including high-net-worth clients, retirement and profit-sharing plans, corporations, and brokerage customers, employing a long-term investment approach guided by written Investment Policy Statements.

Trent Lowe is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, holding a Series 65 credential. He has been with WMG Financial Advisors since 2025 and previously worked at Patten and Patten Investments. WMG Financial Advisors is a team-based registered investment adviser managing approximately $615 million in client assets, serving individuals, retirement and profit-sharing plans, corporations, and brokerage customers. The firm employs written Investment Policy Statements, modern portfolio theory, and a long-term trading approach, offering portfolio management, financial planning, retirement plan consulting, and third-party adviser oversight.

Elizabeth De Wan is a financial advisor at WMG Financial Advisors, LLC in Knoxville, TN, holding a Series 66 designation with 13 years of industry experience. Her work history includes positions at Proequities Inc and Lincoln Financial Securities Corporation before joining WMG Financial Advisors. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage customers, offering portfolio management, financial planning, and retirement plan consulting with a long-term, policy-driven investment approach.