Larry Grogan is the principal of GROGAN Advisory Services, LLC, an independent advisory firm based in Johnson City, TN. He holds the Series 66 designation and has 26 years of industry experience, including 23 years with his current firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm provides wealth management services with a conservative investment approach, utilizing fundamental analysis and third-party research, and coordinates with specialist managers for alternative investments when appropriate.

Hunter Turgeon is the sole advisor at Turgeon & Co, an independent investment advisory firm based in Johnson City, TN. He holds a Series 65 designation and has worked at several firms including Morgan Stanley, Arrowmark Partners, and Capital Spring. Outside of advisory work, he is involved in non-advisory consulting with a fintech firm developing AI-based trading tools. Turgeon & Co provides discretionary and non-discretionary portfolio management and financial planning primarily for individuals, families, trusts, and small business owners. The firm emphasizes strategic asset allocation, diversification, and long-term portfolio construction, typically using low-cost ETFs and model portfolios tailored to varying risk tolerances.

Matthew Albritton is a financial advisor at Valor Financial Planning in Johnson City, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Ferguson Wealth Management and American Values Investments. Valor Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients, as well as charitable organizations and businesses. The firm emphasizes long-term, passive portfolio construction with a focus on asset allocation and low-cost mutual funds and ETFs, offering various engagement formats including subscription-style retainers and specialized support for retirement-plan advice and student loan repayment.

Regina Cornelio is a financial advisor at Altitude Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services, focusing on individualized investment approaches aligned with client goals, risk tolerance, and time horizon.

James Motte is a CFP® professional with 12 years of industry experience. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Motte also has experience in the public sector, having worked for the City of Bristol. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and comprehensive financial planning. The firm’s investment approach emphasizes asset-class diversification based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing, supported by institutional platforms such as Schwab Institutional and DFA products.

William Harrison Jr. is a financial advisor with First Advisors National, LLC in Johnson City, TN, holding Series 63, Series 65, and Series 66 licenses and bringing 53 years of industry experience. He previously worked at Oberweis Securities, Inc for 13 years. In addition to his advisory role, he is a licensed insurance agent in Johnson City. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers and incorporates fundamental analysis for supplemental security recommendations.

Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she has worked at firms including PennStuart and has held positions outside the financial sector at companies such as DoorDash and Best Buy. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Jeffrey Burgess is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including TriStar Advisors, Regions Bank, and Cetera. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

Andrew Julian is a CFP® professional with nine years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at Cornerstone Wealth, Cambridge Investment Research Advisors, and Northwestern Mutual Investment Services. He also holds an insurance license and offers insurance products on a commission basis separate from his advisory services. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of strategies and supporting held-away account management through technology partnerships.

Chad Mckinney is a Certified Financial Planner® with 14 years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for AGIA, selling non-securities insurance products. His prior roles include positions at FTB Advisors, Inc., Advised Assets Group, LLC, and GWFS Equities, INC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Justin Copp III is a financial advisor with Valic Financial Advisors in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with approximately $26.4 billion in discretionary assets under management.

Zachary Green is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for two years and has been with Empower Advisory Group and related entities since 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Vincent Davis is a financial advisor with Money Concepts Capital Corp in Johnson City, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at OSAIC, American Portfolios Financial Services, Woodbury Financial Services, and Benchmark Financial Services. Outside of his advisory work, he owns Watauga Riverbend Retreats, an Airbnb investment. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Joseph Buckles is a financial advisor with Empower Advisory Group holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Edward Jones, Valic Financial Advisors, Northwestern Mutual, and Agia. Outside of finance, he owns and manages a retail business, Old Black Mountain Games and Toys, in Johnson City, TN. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative services.

Mickey Byrd is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining OSAIC in 2023, he worked for Lincoln Financial Advisors for 16 years. Outside of his advisory role, he is also licensed as an insurance agent, offering fixed insurance products including health savings accounts, annuities, and various types of life and disability insurance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements. The firm utilizes both fundamental and technical analysis and offers access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Bruce Shay is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation. Prior to joining Empower, he worked at Deloitte & Touche LLP for 23 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

Brackton Smith is a CFP® professional with 10 years of experience, currently affiliated with LPL Financial in Johnson City, TN. He previously worked at Edward Jones for seven years and Eastman Credit Union. Outside of his advisory role, Smith is the owner of Spring Street Sandwich Company, a local business in Johnson City. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gregory Weigand is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is also an author and operates Gregory Weigand PLLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Semersky is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he provides bookkeeping and tax preparation services for individuals and businesses. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with retirement and fiduciary capabilities.

Diego Iglesias is a CFP® and Series 66 accredited financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is involved in residential real estate investing, focusing on buying, renovating, and selling properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Clark is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, he spent over two decades at SCF Investment Advisors, INC., SCF Securities, Inc., and Scf Marketing, Inc. He is also self-employed and maintains involvement in non-variable insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

David Paduch is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2004. He is based in Johnson City, TN, and holds a Series 66 designation. Outside of his advisory role, he is chairman of the board of directors for the Jeremiah School of Johnson City, a school for children with autism. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of advisory and capital markets services.

Ralph Johnson Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Renasant Financial Services as a DBA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas Dotson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Justin Hissong is a Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Raymond James & Associates and has previously worked at Truist Advisory Services, BB&T Securities, and PNC Investments. Outside of his advisory role, he owns and operates Earthland Excavation LLC, where he performs excavation and site preparation work. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and maintains capabilities in public finance and municipal work.

Larissa Kincer is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has prior work experience at U.S. Bank, HomeTrust Bank, and Truist (formerly BB&T). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Amy Murray is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2015, based in Hampton, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Richard Schooley Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Raymond James and Dogwood Wealth Advisors since 2014. Outside of his advisory work, he is a partner in Coolsville Farms, where he oversees forestry operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations and support client decision-making.

Shane Ellingson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Avantax Investment Services and Raymond James & Associates. Outside of advising, he is the managing member of an RV park operation. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party managers. The firm combines advisor-managed accounts, model portfolios, and fiduciary services within a broad institutional and trust framework.

Christopher Jenkins is a financial advisor with UBS Financial Services in Johnson City, TN. He holds a Series 66 designation and has 22 years of industry experience, including 23 years at UBS. Outside of his advisory role, he serves as Treasurer for The Club at Lake Harbor Homeowners Association and is a partner in B&B Homes, LLC, a homebuilding business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and capital market tools.

Richard Haney is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones since 2005 and is based in Johnson City, TN. Outside of his advisory role, he leases servers to a technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and fiduciary advisory services. The firm is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

Mary Raymer is a financial advisor with Edward Jones in Johnson City, TN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Eastman Credit Union, LPL Financial, and Franklin Templeton. Outside of advisory work, she manages rental property activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.