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.

Gregory Boggs is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Carleen Harbin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her work history includes positions at R W Baird and Wood Construction & Remodeling. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Elizabeth Dye is a financial advisor with LPL Financial in Kingsport, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Robert Baird & Co., JJB Hilliard W.L. Lyons LLC, and Edward Jones. Outside of advising, she is the owner of the Tri Cities Dance Company. 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 and third-party asset management, and supports advisors with research and operational tools.

Mary Raymer is a financial advisor with Edward Jones in Johnson City, TN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Eastman Credit Union, LPL Financial, and Franklin Templeton. Outside of advisory work, she manages rental property activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Casey Sheffield is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Casey works closely with clients to understand their individual needs and goals, assisting in the co-creation of personalized retirement plans. Casey has accumulated experience in the financial services industry through previous roles including Registered Wealth Management Client Associate at Merrill Lynch from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Relationship Senior Consultant - Team Lead at Regions Bank from 2017 to 2019. Outside of work, Casey's interests include baseball, cars, concerts, family activities, parenthood, and traveling.