Frank Luton is a financial advisor with Merrill based in Johnson City, TN. He holds Series 63 and Series 65 licenses and has professional experience spanning roles at Bank of America, Financial Insurance Group Benefits, Beacon Financial Credit Union, and The Hilb Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Ferguson is a financial advisor with OSAIC based in Johnson City, TN. He holds the ChFC® designation and has 11 years of industry experience, including prior roles at Securities America Advisors, Inc. and Northwestern Mutual. Outside of financial advising, he is the owner of ENF Building Group, a residential construction business focusing on new builds and renovations. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm’s advisers utilize asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Leigh Galloway is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to its clients.

Matthew Potter is a financial advisor with over eight years of experience, currently serving clients at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. Matthew works with clients across several states such as Tennessee, Texas, Virginia, Florida, North Carolina, South Carolina, Kentucky, and New York. Matthew earned a bachelor's degree in political science from East Tennessee State University. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which he earned in 2024, and the Personal Investment Advisor (PIA) designation. He is also a member of the Sigma Alpha Epsilon professional organization. In addition to his professional work, Matthew is involved with community organizations including the Children's Miracle Network and Second Harvest Food Bank. He conducts seminars and workshops to promote financial literacy and help individuals understand the importance of financial planning. Outside of work, he enjoys basketball, fishing, football, golfing, reading, running, swimming, traveling, and spending time with his family.

William Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Woodbury Financial Services and Crossbridge Wealth Management for 16 years. Outside of his advisory work, he is involved as a band member at Harvest Community Church in Kingsport, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a broad network.

Wendy Hallswift is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2003 to 2016 before joining Wells Fargo Clearing in 2016. She holds Series 63, Series 65, and Series 66 designations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Laura Upham is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She has worked with firms including First Horizon Advisors and FTB Advisors, Inc., and has prior experience at SunTrust Bank and Evergreen of Johnson City. Outside of advisory work, she was a homemaker for eight years before beginning her financial services career. 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 offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both proprietary and third-party investment strategies.

Stewart Fisher is a CFP® professional with 28 years of experience in the financial industry. He has been with Edward Jones since 1997. Outside of his advisory role, he manages a rental property in Kingsport, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Sierra Brucia is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation. She began her career at Edward Jones in 2025 and previously served with the Lodi Police Department for 27 years. Brucia also works as an adjunct professor for online courses at Beal University. Edward Jones is a full-service wealth management firm that serves a broad range of individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Lindsey Higgins is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2012, initially serving as a Financial Consultant until 2024. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Raymond James in 2012 and held roles at Edward Jones from 1995 to 2011, progressing from Branch Assistant to Financial Consultant. With over 25 years of experience in the financial industry, Lindsey specializes in wealth planning and helping clients achieve their financial goals. She leverages Fidelity's technology and investment platform to create and execute personalized financial plans for her clients and their families.

Tara Findlay is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as an advisor at LPL Financial. She previously worked at First Horizon Advisors and First Tennessee Bank, gaining extensive experience in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by a large network of investment adviser representatives and a broad platform that includes strategic and tactical allocations, direct indexing, and alternative exposures.

Claude Parrott is a financial advisor with Raymond James & Associates in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. before joining Raymond James in 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, offering a range of portfolio management styles supported by extensive research and model manager options.

Taylor Griffin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, following a prior role at GB Bristol. Outside of his advisory work, Griffin is a part owner of a manufacturing business and serves on the board and finance committee of educational nonprofit organizations in Bristol, Virginia. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Thomas Osborne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent over two decades at First Tennessee Brokerage, Inc. In addition to his advisory work, Osborne pursues artistic and musical interests under the name Chonky Cat. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

Rachel Irwin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following four years at Qualified Plan Administrators, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kevin White is a financial advisor with Ameriprise in Johnson City, TN, holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes positions at Ameriprise since 2020, TD Ameritrade from 2018 to 2020, and various roles at Regions Bank, Cetera, CWM, and LPL Financial prior to that. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jadon Engle is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Eastman Credit Union and Advisory Alpha 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 offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supporting advisors with technology and research tools.

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.