Kyle King is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 registration and previously worked at Edward Jones and Appalachian Cast Products. Outside of his advisory role, King operates KGK Consulting, a sales consulting business. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm organizes its asset management through dedicated portfolio manager teams and offers a range of advisory programs and mutual funds.

Jordan Tickle is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of his financial career, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm’s investment approach focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Roger Mullins is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has held positions at firms including Purshe Kaplan Sterling Investments, Lindamood Financial Group, and Raymond James Financial Services. Outside of his advisory role, Mullins is an independent insurance agent and serves as president of JP Developments, LLC, a property management business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, long-term portfolios typically utilizing ETFs, mutual funds, and other investment vehicles.

Jonathan Plaster is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, David Mullins Wealth Management, and Centurylink. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Matthew Branham is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joe Waters II is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Infinex Investments, Inc., New Peoples Bank, First Bank & Trust, and Bi Investments LLC. Waters is a board member of the Kiwanis Club in Abingdon, VA. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary management.

Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James Financial. Outside of advising, he is involved in property ownership through Lindamood Property Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services through a network of advisors.

Angie Waters is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior work includes roles at Infinex Investments, Inc., First Bank & Trust Co, LPL Financial, Uvest Financial Services Group, Inc., and Merrill. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates under a hybrid adviser/broker-dealer model with delegated investment management and a notable emphasis on non-discretionary assets and lending solutions.

Karl Smith is a Wealth Management Advisor specializing in wealth management strategies and business retirement services. He supports clients in defining their long-term financial goals and focuses on coordinating growth planning, events, and client experience within his team. Karl has expertise in areas such as divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, individual and corporate investment strategy, tax minimization, retirement income, and services for endowments, foundations, and non-profits. His professional designations include Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree from King College. Karl’s line of business is Merrill Lynch Wealth Management. His personal interests include boating, fishing, gardening, golfing, hunting, reading, spending time with family, and woodworking.

Kevin Baker is a financial advisor with LPL Financial in Bristol, VA, holding Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2021. In addition to his advisory role, he is licensed to sell life insurance, long-term care, disability insurance, and fixed annuities. 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 portfolio programs, third-party asset management access, and institutional platforms, supporting investment adviser representatives who implement various advisory strategies on both discretionary and non-discretionary bases.

Philip Mcfarlane Sr. is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. He has been with Merrill since 2000 and Bank of America since 2009. Outside of advising, he co-owns a real estate rental business with his brother. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Lee is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. Her prior experience includes roles at Concord Wealth Partners, Cetera Advisor Networks, Carson Wealth, and Merrill. She is active in her community, holding board positions with the Boys & Girls Club of the Mountain Empire, Highlands Community Services, and the William King Museum of Art, as well as serving as treasurer for the Washington County Rotary. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Michael Boyd II is a financial advisor with Wells Fargo Advisors in Abingdon, VA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at infinex Investments, TruPoint Bank, and Bi Investments. He is also involved in wealth management through his ownership of Michael Boyd Wealth Management, LLC and BOYD GPD, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including retirement, education, risk, and specialized planning. The firm integrates advisory services with various financial products and referral channels, offering tailored recommendations supported by Wells Fargo’s research and planning tools.

William Campbell Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial since 2011, based in Bristol, TN. 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 financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Robert Simis is a financial advisor with Edward Jones in Bristol, VA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he has been actively involved with the Paramount Center for the Arts as a board member, past president, and president of the board, and currently serves as chair of the Overmountain District Boy Scouts of America. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Landrie Bailey is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. Bailey has five years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services since 2021. Prior to financial advising, Bailey’s background includes work in community law, manufacturing, education, and the restaurant industry. Bailey also earns non-investment compensation through referrals for home security and automation products affiliated with Primerica. Primerica Advisors serves individual investors, corporate clients, and charitable organizations through a wrap-fee asset management program utilizing model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models.

Jared Surber is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has one year of industry experience, including roles at the National Federation of Independent Business and Blue Ridge Beverage Company. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering various investment options such as mutual funds, ETFs, and select alternative investments.

J Albano is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience and holds a Series 65 designation. His prior roles include positions at Proffitt and Associates, Lawhorn CPA Group, Verus Financial Partners, and his own firm, Albano & Associates, PLC. Outside of advising, he owns an accounting practice, J. Michael Albano CPA, where he prepares tax returns and assists with accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using detailed risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Peter Miller is a financial advisor with LPL Financial in Bristol, TN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at A. G. Edwards & Sons, Inc. from 1999 to 2002. 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 financial planning and investment management services, utilizing a network of investment adviser representatives and various model portfolios, third-party subadvisors, and customized strategies.

Billy Gobble is a financial advisor with Edward Jones in Bristol, VA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Cambridge Investment Research and Concord Wealth Partners. Outside of finance, he has served as the head baseball coach for Washington County Schools since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.