Kent Fleming is a financial advisor with Edward Jones in Bristol, TN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Ashfield in 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jennifer Elders is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 credential and has previously worked at Edward Jones Investments, Hilliard Lyons, Baird, and Bank of America. She serves as a board member for the East Tennessee Foundation, advising on the allocation of resources based on the foundation’s governance policy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathaniel Akers is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at First Horizon Bank and Allstate Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and business continuation, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Matthew Crowder is a financial advisor with LPL Financial based in Kingsport, Tennessee. He holds the Series 66 designation and has 12 years of industry experience, including roles at Eastman Credit Union, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in equipment leasing through MMM Equipment, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Jeffrey Blake is a financial advisor with Morgan Stanley in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Haas is a financial advisor with Edward Jones in Kingsport, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Haas serves as a board member of the Juvenile Diabetes Research Foundation East Tennessee Chapter, where he helps organize fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

Darby Dickenson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2025, Darby has worked with FTB Advisors, Inc. since 2013 and First Tennessee Brokerage since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Sara Witt is a financial advisor with Raymond James & Associates in Gray, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Raymond James & Associates since 2015, with a brief period working at Csenge Advisory Group and Lion Street Financial from 2018 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Howard Hunt is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He is based in Johnson City, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices while providing both discretionary and non-discretionary strategies under a fiduciary standard.

John Kimmons is the Resident Director and Wealth Management Advisor, focusing on wealth and investment planning for clients in pre-retirement and retirement stages. He leads and oversees his team's operations within Merrill. John has experience assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. He provides access to Bank of America Private Bank's trust and estate planning services, credit, lending, and overall banking convenience. Additionally, he collaborates with clients' outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from East Tennessee State University and a High School Diploma from Lynchburg Christian Academy. John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, John enjoys baseball, hiking, music, spending time with his family, and traveling.

Paula Delawder is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. She has six years of experience at Edward Jones and previously worked for six years at Ballad Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ethan Parsons is Vice President and Wealth Planner at Fidelity Investments, a role he assumed in 2024. He has been with Fidelity since 2006, progressing through positions including Client Service Representative, Investment Consultant, Financial Consultant, and now Vice President. Over his career, Ethan has focused on working with high-net-worth families to develop, implement, and maintain lifetime financial plans. Ethan's expertise lies in comprehensive financial planning aimed at helping clients manage stress related to investing and focus on their personal goals, dreams, and interests. His approach emphasizes stability and long-term planning, regardless of market conditions. Outside of his professional work, Ethan engages in family activities and enjoys outdoor adventures such as skiing and traveling. He also pursues photography and spends time at the lake.

Jessee White is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position at Edward Jones since 2017 and previously worked at PDI Inc. from 2015 to 2016. Outside of his advisory role, he is an owner of inherited rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies alongside affiliated mutual funds and trust services.

Aaron Hoffman is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. His prior roles include positions at Woodbury Financial Services, Eastman Credit Union, and OSAIC. He is also a commissioned notary for the State of Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Gregory Fahn is a financial advisor with Edward Jones in Bristol, TN, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1992. Outside of advisory work, he receives rental income from owning his building used by Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and additional capabilities such as trust services and securities-based lending.

Megan Rogers is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Ntara and Kerr-Boswell, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard with a large national network of advisors and branch offices.

Charles Carr II is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera and has previously worked at VOYA Financial Advisors. In addition to his advisory work, he owns a tax preparation business and operates as an independent insurance agent. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets under management.

Carol Cress is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following nine years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

John Douglas is a Wealth Management Advisor with Merrill Lynch Wealth Management. He develops personalized financial strategies tailored to each client’s goals, leveraging insights from Merrill and solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, socially responsible investing, and tax minimization. John holds a bachelor's degree in Economics and a master’s degree in Business Administration from East Tennessee State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Personal Investment Advisor. In addition to his professional work, John dedicates time to volunteering in his community. His personal interests include fishing, football, reading, and spending time with his family.

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.