David Dau is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns commercial rental properties in Gray and Johnson City, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Rebekah Rockett is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

James Sheets is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has been associated with LPL Financial since 2025 and concurrently with First Horizon since 2016. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Roy Mann Jr. is a financial advisor with LPL Financial based in Bristol, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he is involved in live musical performance as a singer. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Barry Jackson is a Series 66 licensed financial advisor with Edward Jones in Elizabethton, TN, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-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 strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Richard Alexander II is a CFP®-designated financial advisor with 25 years of experience, all spent with Edward Jones since 2001. He is based in Elizabethton, TN, and holds the Series 63 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Dotson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Aaron Chesser is a financial advisor with LPL Financial based in Johnson City, TN. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at First Horizon Advisors, Principal Securities, Principal Life Insurance Company, Bank of America, and Merrill. 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 portfolios, third-party asset management, and institutional platforms.

Lisa Mcgovern is a financial advisor at Merrill with 29 years of industry experience. She has held her current role since 1989, working exclusively with Merrill Lynch and its successor entities. She holds Series 63 and Series 66 designations. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Dennis is a Planning Consultant at Fidelity Investments, where he collaborates as part of the Wealth Management Team to support clients' financial planning needs. He partners with Financial Consultants to address and manage various aspects of clients' financial situations. Jake has held multiple roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Brokerage Operations Specialist, Retirement Representative, and Customer Relationship Associate. This progression reflects his broad experience within the company and his familiarity with different facets of financial services. No additional information regarding Jake's education, credentials, personal interests, or community involvement has been provided.

Justin Hissong is a Series 66-registered financial advisor with Raymond James & Associates, bringing 14 years of industry experience. He has held positions at several firms including Truist Advisory Services, BB&T Securities, and PNC Investments. Outside of advising, he owns and operates Earthland Excavation LLC, where he performs excavation and site preparation work. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

John Davison is a financial advisor with Raymond James & Associates in Kingsport, Tennessee. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 13 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Larissa Kincer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at U.S. Bank and HomeTrust Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network as well as its integrated trust, mutual fund, and lending capabilities.

Yvette Bryan is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with First Tennessee Brokerage, Inc. since 1998 and Ftb Advisors, Inc. since 2013. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Kevin Barham is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked for Eastman Chemical Company for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joanne Bear is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with LPL Financial for a total of 17 years, including two separate tenures, and worked previously at Fifth Third Securities and IFMG Securities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Chris Millburn is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2019, overseeing branch operations and fostering a collaborative and inclusive work environment to support both associates and clients. Chris has been with Fidelity Investments since 1993, progressing through various positions including Vice President of Portfolio Advisory Services, Senior Director of Service, and Director roles within Portfolio Advisory Services and Active Trader Services. His extensive experience spans portfolio advisory, active trader services, brokerage management, and client service. Outside of his professional life, Chris enjoys outdoor activities such as camping, fishing, hiking, skiing, and traveling.

George Stanley is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has worked with several firms, including Woodbury Financial Services and CrossBridge Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Cullen Cusack is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and Citizens Bank since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals.

Adam Bratton is a Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering personalized wealth management strategies tailored to each client's unique financial goals. He works closely with clients and their families to understand their full financial picture and develop flexible plans that adapt to changing market conditions and life priorities. Adam provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. His areas of expertise include college education planning, family wealth management strategies, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income planning. Adam holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. He earned both his Bachelor's and Master's degrees from East Tennessee State University. Outside of his professional work, Adam enjoys baseball, golfing, skiing, and spending time with his family. He emphasizes a collaborative planning approach aimed at helping clients pursue their financial goals with customized strategies that evolve over time.