Jonathan Plaster is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial and David Mullins Wealth Management. Prior to his career in financial services, he was employed at Centurylink for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joe Waters II is a financial advisor with OSAIC Institutions, INC. based in Boone, NC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Infinex Investments, Inc., New Peoples Bank, First Bank & Trust, and Bi Investments LLC. Outside of his advisory roles, Waters serves as a board member of the Kiwanis Club in Abingdon, VA. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm primarily operates through a network of investment adviser representatives who utilize a mix of fundamental and technical analysis and offer both discretionary and predominantly non-discretionary portfolio solutions.

Angie Waters is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at infinex Investments, Inc. and First Bank & Trust Co. since 2012. Outside of advisory roles, she serves as a trust officer at First Bank & Trust. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates primarily with non-discretionary assets and integrates multiple platforms for lending and cash management.

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 at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for a combined 10 years. Baker is also licensed to sell life insurance, including term and permanent policies, as well as long-term care and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and technology-driven investment solutions.

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 experience in financial advising, currently with Cambridge Investment Research Advisors. She has previously worked with firms including Concord Wealth Partners, Cetera Advisor Networks, Carson Wealth, and Merrill. Lee serves on the boards of the Boys & Girls Club of Mountain Empire, Highlands Community Services, and the William King Museum of Art. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of implementation options, including proprietary and third-party strategies, delivered through a network of independent Financial Professionals.

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 in Bristol, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a wide range of advisory programs and financial planning services supported by in-house and third-party research, offering both discretionary and non-discretionary management solutions.

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 in Abingdon, VA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Primerica and PFS Investments in 2021, Bailey worked in various roles including at Mark Stephens Community Law and East Tennessee State University. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jared Surber is a financial advisor with Equitable Advisors in Abingdon, VA, holding a Series 66 designation. He has prior experience at the National Federation of Independent Business and in various roles at Blue Ridge Beverage Company, Robbins Construction, and Lifetime Wellness Center. Jared has been with Equitable Advisors since 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor solutions based on client goals, risk tolerance, and time horizon.

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.

Paul Jepson is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial, he worked at First Tennessee Brokerage, Inc. and Ftb Advisors, Inc. He also has a current affiliation with First Horizon Bank and First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Peter Miller is a financial advisor with LPL Financial in Bristol, Tennessee, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Billy Gobble is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and three years of industry experience. He has held positions at Cambridge Investment Research and Concord Wealth Partners prior to joining Edward Jones. Outside of his advisory work, Gobble serves as the head baseball coach for Washington County Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices.

David Lamie is a CFP®-credentialed financial advisor with 44 years of industry experience, currently with LPL Financial. He has held positions at INVEST Financial Corporation and United Southeast FCU. In addition to his advisory work, he is involved in insurance sales through an affiliated agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diverse investment strategies.

James Fuller is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1999. James focuses on delivering a comprehensive approach to managing wealth, working closely with clients to build wealth management strategies tailored to their individual needs. Prior to his financial career, James was a PGA golf professional for four years. He is responsible for equity research and client service on his team and specializes in areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. James holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). James earned a bachelor's degree from East Tennessee State University. He is active in his community, founding the Boone Lake Cleanup and participating in organizations such as Big Brothers Big Sisters of East Tennessee and serving on the board of CASA of East Tennessee. Outside of work, James enjoys outdoor activities and spending time with his wife, Penny, their twins, Jack and Maddie, and their dogs in the Piney Flats area.

James Fuller is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 1999. He focuses on developing wealth management strategies tailored to individual client needs, emphasizing a comprehensive approach that supports informed decision-making. His expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Prior to his financial services career, James worked as a PGA golf professional for four years. He holds a Bachelor's Degree from East Tennessee State University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Within his team, he leads equity research and client service efforts. James is actively involved in his community, having founded the Boone Lake Cleanup and participating in organizations such as Big Brothers Big Sisters of East Tennessee and CASA of East Tennessee, where he serves on the Board. James resides in the Piney Flats area with his wife Penny and their twins, Jack and Madeline. He engages in various outdoor activities and dedicates time to family, including caring for their dogs Rosy and Stella. His personal interests include boating, bowling, golfing, hunting, scuba diving, skiing, and surfing.

Rita Kiscaden is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1998. Outside of her advisory role, she works part-time as a travel consultant selling cruises, tours, and air travel. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.