Ron Fox is a financial advisor with Equitable Advisors in Bristol, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a church elder on the session board of the First Presbyterian Church of Bristol. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, often using third-party asset managers and advisory programs.

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.

Rebecca Hyatt is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 credentials and has prior work experience including four years at Stifel and roles in law, real estate, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Kelly Boisvert is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at related firms including Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

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.

James Baker is a financial advisor with LPL Financial in Bristol, Tennessee, holding Series 63 and Series 66 designations and 27 years of industry experience. He worked at Edward Jones from 2000 to 2018 before joining LPL Financial in 2018. Outside of his advisory role, Baker is an author of children's books. 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 and access to model portfolios and third-party asset management, supported by advisor-facing operational and research tools.

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.

Christopher Jenkins is a financial advisor with UBS Financial Services in Johnson City, TN. He holds a Series 66 designation and has 22 years of industry experience, including 23 years at UBS. Outside of his advisory role, he serves as Treasurer for The Club at Lake Harbor Homeowners Association and is a partner in B&B Homes, LLC, a homebuilding business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and capital market tools.

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.

Richard Haney is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones since 2005 and is based in Johnson City, TN. Outside of his advisory role, he leases servers to a technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and fiduciary advisory services. The firm is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

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.