Founded in 1987 by Sharon J. Pryse, The Trust Company of Tennessee has more than 100 employees and offices in Chattanooga, Knoxville and the Tri-Cities. The company helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, corporate retirement and personal trust services. Categories: Financial Planner Bank Estate Planning Personal Trust Business Exit Strategy Corporate Retirement Wealth Management

Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients'​ assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars'​ worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more. In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients'​ investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.

Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money. Rather & Kittrell has built relationships with many successful business people. The satisfaction with the services they received on the personal wealth advisory level led them to request the firm’s help in managing their corporate retirement plans. The company now manages over one hundred ten retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. The firm also works with clients as an independent third party consultant in the areas of plan investment and operation. What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.

For over 25 years, CRS Data has put the power of clear and current property information in the hands of real estate's leading professionals. MLSs, investors, lenders, appraisers and bankers rely on our intuitive, top performing industry solutions to provide the most comprehensive, accurate real estate data available and ultimately improve upon their bottom line. With an in-house team dedicated to collecting, converting, updating and verifying the data available through our robust suites, you can make confident decisions that optimize performance, increase revenue and enhance customer experience. Put the power of intelligent data in your hands with CRS Data.

PYA Waltman Capital provides comprehensive financial planning for busy professionals and families. As stewards of your personal financial well-being, our firm was founded with you in mind. Whatever services you need, for every stage of life, we are here to help you achieve your unique financial goals. For more information, please visit www.pyawaltman.com.

TVAMP helps clients get their financial life in order & make smart financial decisions. We believe managing finances ought to be easy. We make things simple so clients can focus on what matters most & avoid expensive financial mistakes. TVAMP has seven CFP® professionals on our team and over 300 years of combined experience helping clients. Our services include retirement planning, investment management, estate planning, tax strategies, education savings, and foundation planning. www.tvamp.com TVAMP is a registered investment advisor. Third-party posts found on this profile do not reflect the views of TVAMP and have not been reviewed by TVAMP as to accuracy or completeness. Please see our important disclosure information on our website at www.tvamp.net

Practice Solutions, LLC provides mental and behavioral health billing solutions and services to your practice, freeing you up to focus on providing best-in-class care to your patients and growing your practice. We provide professional billing services for behavior and mental health professionals at a cost-effective rate. Our priorities are accuracy in filing claims, diligence in collecting on rejected claims, and showing you progress toward healthy revenue in your practice. More than anything we strive to make sure there are no interruptions in your revenue, so you can focus on providing excellent treatment and care. We welcome business from both group and individual practices of all tenure.

We are ProffittGoodson, offering caring and professional investment advice and financial plans for over 35 years. Our decades of experience and expertise enables us to empower our clients and align their financial decisions with their life’s aspirations. We’re ALL IN on your Money Mission. What’s your Money Mission? ❃What do you hope to achieve in the near future? ❃Do you have philanthropic intentions you haven’t yet acted upon? ❃How do you envision your retirement? ❃What does your vision of legacy encompass? ❃Do you want a deeper understanding of your financial life? Enter ProffittGoodson. We infuse clarifying counsel with pure financial assessment to serve clients long-term aspirations. What’s Our Mission? ❃We’re committed to improving our clients lives via: ❃Multidimensional service, disciplined investing, and clarifying counsel ❃Aligning your financial decisions with your life goals ❃Gaining a deeper understanding of your financial life ❃Helping you achieve your Money Mission now and in the future ❃Supporting you to live life to the fullest Visit our website https://www.proffittgoodson.com to learn more about our services and how we can work together to further your Money Mission. ©2023 Proffitt & Goodson, Inc. All rights reserved.

It began in 1986, when LeConte Co-Founder Hoy Grimm started his investment career by directing his focus toward the municipal bond business. In 2001, LeConte Co-Founder Kevin Painter entered the financial services industry as he joined Suntrust Securities. In 2002, Grimm and Painter began their partnership at Suntrust and later became a nationally recognized team. After identifying a better way to do business and put their client's best interest front in center, Grimm and Painter left Suntrust. On March 15, 2007, they established LeConte Wealth Management as a local, independent resource to serve high net-worth clients. In 2014, LeConte Wealth surpassed $100 Million in assets under management. That same year, LeConte Wealth became a Registered Investment Advisor (RIA) exiting the brokerage business and becoming a fiduciary. Since becoming an RIA, LeConte has added a few more members to it's team, including a respected local accountant in Jon Dockery. Today, LeConte Wealth manages over $190 Million in assets for their clients by providing an array of services that include asset management, financial planning and tax preparation/consulting. For more information, visit our website at lecontewealth.com or give us a call at (865) 379-8200. Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.

Brogan Financial is a leading retirement and legacy planning services firm in Knoxville, TN. Serving East Tennesseans since 2001, Brogan Financial is among only a handful of regional companies solely focused on serving the financial needs of those who are retired or who are nearing retirement. Brogan Financial is a federally registered investment advisor located in Knoxville, Tennessee. Brogan Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which Brogan Financial maintains clients. Brogan Financial may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Founder and CEO Jim Brogan was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services. He also hosts a weekly radio show on 98.7 FM WOKI in Knoxville. More Living with Jim Brogan can be heard at 9 a.m. every Saturday, and past shows are recorded as podcasts that can be streamed online. For more information, please visit www.broganfinancial.com.

Patriot Investment Management Group, Inc. is a Fee Only, Registered Investment Advisory company, registered with the Securities Exchange Commission.

Founded in 1983, QUALITY FINANCIAL CONCEPTS is a financial-services firm based in Maryville, Tennessee. With personnel that include two CERTIFIED FINANCIAL PLANNER(TM) professionals, two accountants and a versatile support team. QFC takes a team approach to working with clients who not only are located throughout the country but who also represent a broad range of life stages and portfolio values. Quality Financial Concepts offers a diverse range of services, including wealth management, retirement and estate planning, risk management and tax services. The firm specializes in helping clients develop strategies to create tax-efficient retirement income and assisting those who have benefited from unexpected financial windfalls. In all cases, the firm’s goal is to craft financial plans that minimize tax liabilities and meet risk objectives while taking market volatility into consideration. Licensed to offer securities and insurance products in numerous states with TN and TX as the primary states. Doug Horn, CFP®, Registered Principal. Securities offered through Crown Capital Securities L.P., Member FINRA & SIPC. Advisory and Tax services offered through Quality Financial Concepts. CCS and QFC are unaffiliated. No security transaction business or communications can take place through this site. See www.qualityfinancial.com for important disclosure information. www.finra.org www.sipc.org Branch address: 115 West Broadway Avenue, Maryville, TN 37801 (865) 984-3550