Anthony Bentley is a financial advisor with Mass Mutual Investors Services in Johnson City, TN, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Appalachian Community Credit Union. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved analytical tools and offers specialized planning services including divorce planning and estate-settlement programs.

Anthony Blankenship is a financial advisor at Raymond James Financial with a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 13 years before joining Raymond James in 2020. Blankenship is based in Johnson City, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Cara Murray is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She works closely with clients to develop financial plans that align with their individual goals and life circumstances, aiming to support their confidence in making informed decisions regarding retirement strategies. Cara has experience across multiple roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2025), and Financial Service Representative (2024-2025). Prior to joining Fidelity, she worked as a College Financial Representative at Northwestern Mutual from 2022 to 2023. Outside of her professional work, Cara has interests in cooking and baking, fitness, exploring food, gardening, hiking, and reading.

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.

Casey Sheffield is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Casey works closely with clients to understand their individual needs and goals, assisting in the co-creation of personalized retirement plans. Casey has accumulated experience in the financial services industry through previous roles including Registered Wealth Management Client Associate at Merrill Lynch from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Relationship Senior Consultant - Team Lead at Regions Bank from 2017 to 2019. Outside of work, Casey's interests include baseball, cars, concerts, family activities, parenthood, and traveling.