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.

Melissa Clemens Williamson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional with over twenty years of experience in the investment industry. Melissa works with high net worth individuals, families, and corporations to help manage and grow their wealth using a goals-based planning approach. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible investing, and retirement income planning. Melissa holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from the University of Cincinnati. Melissa is a native of Ohio and volunteers for the Sullivan County Imagination Library. She enjoys camping, cooking, hiking, music, reading, running marathons, swimming, and spending time with her family, which includes her supportive husband, three adult children, and one grandchild.

Dion Thomidis is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Ballad Health, and BB&T Investment Services. Thomidis is based in Kingsport, TN. 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 nationwide network of financial advisors and branch offices.

Steven Bednar is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at MML Investors Services, Aflac, and MassMutual Life Insurance Company. He serves as a board member for Young Life and assists as a market manager at the Abingdon Farmers Market. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary strategies and alternative investments.

David Beerman is a Series 66-credentialed financial advisor with Edward Jones in Johnson City, TN, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Allergan Pharmaceuticals for sixteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Selah Rash is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Rash worked in law enforcement and corrections, including seven years with the Fairfax County Police Department and three years with the Alaska Department of Corrections. 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 advisory services, supported by a large network of financial advisors and branch offices nationwide.

Sheila Garber is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Mitchell Tuell is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is an independent flight instructor and co-pilot, and he has been involved in medical device development through an engineering role. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fiduciary financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Allison Young is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2000, with her current role beginning in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Luke Elders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement planning, portfolio management, and investment strategy for individuals and small businesses. His approach focuses on creating personalized financial strategies tailored to clients' unique goals and circumstances. Luke holds a Bachelor's degree from Washington University in Saint Louis and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He emphasizes clear, one-on-one collaboration with clients to develop flexible and comprehensive wealth management plans. In addition to his advisory role, Luke is committed to community involvement, dedicating time to volunteer with local organizations. This engagement aligns with the Merrill tradition of serving the communities where advisors live and work.

Amy Edwards is a CFP® with 24 years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Bank of Tennessee (LPL), Valic, and Securities Service Network. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Robert Blevins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Blevins also serves as co-trustee for family and personal trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions informed by research and analytics.

Candice Chandley is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial and First Horizon Advisors in Johnson City, TN. She has worked at First Horizon Advisors since 2011 and joined LPL Financial in 2025. Candice also serves as a financial planner for First Horizon Bank. 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 management services through a large network of advisors, utilizing various model portfolios and strategies supported by research and technology tools.

Laura Campbell is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at multiple firms including Clearwell Advisors, Wells Fargo Clearing Services, Captrust Financial Advisors, and Wells Fargo Advisors Financial Network. Campbell is based in Kingsport, Tennessee. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Ralph Johnson Jr. is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2005 and was previously at Truist Investment Services from 2003 to 2005. He is also associated with Renasant Financial Services as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad advisor network and various financial products.

Daniel Hunt is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously served in the United States Army for eight years. Outside of his advisory role, he works as an affiliate broker in real estate with Berkshire Hathaway HomeServices Greg Cox Real Estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.