Scott Marmo is a financial advisor with Cetera Planning Partners in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Cetera Planning Partners in 2026, he spent 19 years with Marmo Financial Group. He also serves as an ex-officio board member of Holston Medical Group, P.C., a multi-discipline medical practice. Cetera Planning Partners serves individual and high-net-worth clients, focusing notably on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm incorporates diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance, and offers ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Amy Grindstaff is a financial advisor at Cetera Planning Partners in Johnson City, TN. She holds a Series 65 designation and has experience in the industry since 2024, including prior roles at Marmo Financial Group and positions in the technology and business systems sectors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services such as investment management, comprehensive financial planning, and Social Security optimization. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach aligned with client objectives and risk tolerance.

Donovan Swinger is a financial advisor with Cetera Planning Partners in Johnson City, TN. He holds a Series 65 credential and has experience at several firms including Marmo Financial Group and Northwestern Mutual. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider. Their investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, incorporating formal planning and periodic updates.