Visionary Horizons, LLC

Joseph Mccameron is a financial advisor at Visionary Horizons, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Insurance Agency, Purshe Kaplan Sterling Investments, and WCH Casualty Insurance. He is also a licensed insurance agent in Knoxville, TN, dedicating part of his time to this role. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and model portfolios informed by fundamental, technical, and cyclical analysis, as well as algorithm-based research.

Michael Simpson is a CFP® with 16 years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2017. Outside of his advisory role, Simpson is involved in several nonprofit organizations, including serving as chairman of the boards for Arab Christian Refugee Assistance, Friends Against Parental Alienation, Knoxville Downtown Sertoma Club, and Knoxville Habitat for Humanity. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs tailored investment plans using a combination of fundamental, technical, cyclical analysis, and option strategies, supplemented by algorithm-based modeling, and offers fiduciary services to employers under ERISA guidelines.

David Worley is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds a Series 65 designation and has been with Visionary Horizons since 2021. In addition to his advisory role, he operates as an independent insurance agent specializing in health and life insurance. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management and financial planning services. The firm employs tailored investment plans and utilizes a combination of fundamental, technical, and quantitative analysis to manage client portfolios.

Charles Loveday is a financial advisor with Visionary Horizons, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Tennessee Valley Asset Management Partners, LLC, LPL Financial, LLC, and Forester Benefits. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and a combination of fundamental, technical, cyclical analysis, and option strategies supported by third-party research and algorithm-based modeling.

Madison Holbrook is a CFP® with seven years of industry experience, currently serving at Visionary Horizons, LLC in Knoxville, TN. Holbrook has held roles at LPL Financial and PKS Investments, among others, and previously worked in education with the Grainger County School System. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, and institutional entities. The firm uses a combination of fundamental, technical, and algorithm-based research to manage tailored investment portfolios and offers plan-level fiduciary services under ERISA.

Roger Kiger is a CFP® professional with 28 years of experience in the financial services industry. He is affiliated with Visionary Horizons, LLC and has previously worked with Purshe Kaplan Sterling Investments and LPL Financial, LLC. Outside of his advisory role, he owns businesses including Smart-RIA and Marina Management LLC, which are not related to investment advisory services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and combines fundamental, technical, and algorithm-based research to manage portfolios, offering both direct management and oversight of sub-advisers.

Tyler Morrow is a CFP® with eight years of industry experience, currently serving as a financial advisor at Visionary Horizons, LLC since 2018. His previous roles include positions at B K Reynolds, PC, Securities America, Inc., Foothill Securities, Inc., and Quality Financial Concepts. Visionary Horizons, LLC provides discretionary portfolio management, financial planning, and qualified retirement plan advisory services to individuals, high net worth clients, and various institutional entities. The firm employs tailored investment plans and integrates fundamental, technical, cyclical analysis, and option strategies, supported by third-party research and algorithm-based modeling.

Timothy Mcintosh is a financial advisor at Visionary Horizons, LLC with 21 years of industry experience. He holds a Series 65 designation and has previously worked at PVG Asset Management Corp and SIPCO. Since May 2023, he has also served as an economist and guest lecturer, providing impersonal investment advice to columnists and trade writers. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans, combining fundamental, technical, and cyclical analysis with option strategies and algorithm-based modeling to manage and rebalance portfolios.

James Kraeske is a financial advisor at Visionary Horizons, LLC with 17 years of industry experience. He previously worked at Brogan Financial, LLC for 15 years. Outside of his advisory role, he is co-owner and president of DecorateWithEase.com LLC, an internet home decorating sales business he founded in 2003. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans supported by fundamental, technical, and quantitative analysis, and offers model portfolios managed internally or through selected sub-advisers.

Jeremy Long is a financial advisor at Visionary Horizons, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and multiple SunTrust advisory and banking entities. Visionary Horizons serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans incorporating fundamental, technical, cyclical analysis, and option strategies, supported by third-party research and algorithm-based modeling.

Nicholas Hughes is a CFP® with 17 years of industry experience, currently serving as an advisor at Visionary Horizons, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Innovative Advisory Partners, LLC, Franklin Wealth Management, LLC, and LPL Financial. He is a board member and Director of Programs for the Financial Planning Association of East Tennessee. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and a combination of fundamental, technical, and algorithm-based research to manage client portfolios.

Katherine Stellflue is a CFP® with 17 years of experience in the financial services industry. She is currently with Visionary Horizons, LLC and has held positions at several firms, including Culpepper Wealth Management, LPL Financial, and Ameriprise Financial Services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm uses tailored investment plans and a combination of fundamental, technical, cyclical analysis, and option strategies supported by third-party research and algorithm-based modeling.

Tyler Fedrick is a CFP® professional with seven years of industry experience currently serving at Visionary Horizons, LLC. His prior roles include positions at LPL Financial, Primerica, and Cetera. Outside of financial advising, he provides interview coaching services as an independent consultant. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs a combination of fundamental, technical, and algorithm-based investment strategies and offers fiduciary services under ERISA Section 3(21) or 3(38), with ongoing portfolio monitoring and rebalancing.

Luke Powers is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Visionary Horizons, LLC and has prior experience at firms including Vanbridge, Southwestern Investment Group, and Raymond James Financial Services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans and uses a combination of fundamental, technical, cyclical analysis, and option strategies, supported by third-party research and algorithm-based modeling.