Jonathan Yates is a financial advisor with TLG Advisors, Inc. in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Nationwide Securities, LLC for 17 years and has been affiliated with The Yates Agency since 2002. Outside of his advisory role, he owns a car restoration business, Bear Brothers LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2 billion in discretionary assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Gregory Taylor is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wells Fargo Advisors and UBS Financial Services. Taylor serves as treasurer for the Greater Kingsport Boys and Girls Club Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Natalie Owens Wells is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and UBS Financial Services. She serves on the City of Kingsport Beverage Board and is treasurer of the Center Place Owners Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Wilfred Haselton is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Simplicity Investments, Lincoln Financial, Lincoln Financial Advisors, and VALIC Financial Advisor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Jeffery Bedford is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wells Fargo Advisors and UBS Financial Services. He also serves as a council member for Holy Trinity Lutheran Church in Kingsport, TN. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Kenneth Wright is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Infinex Investments, Inc. and Tri Summit Bank since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Daniel Bellino is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at DialAmerica Marketing for 28 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain IRA and retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing in its planning approach.

Darla Leblanc is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Infinex Investments, Inc. and First Community Bank of East TN since 2010, and previously at U.S. Bancorp Investments, Inc. and Uvest Financial Services Group, Inc. Leblanc also assists with customer service at First Community Bank of East TN on a part-time basis. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on client choice in account management.

Andrew Medukas is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. He previously worked at Center Street Wealth Management Group, LLC, Wells Fargo Advisors, and UBS Financial Services. Medukas serves on the board of directors for the Rotary Club of Scott County Virginia. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Timothy Colvin is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Wells Fargo Advisors and UBS Financial Services. Outside of his advisory role, he holds part ownership in local investment-related businesses in Kingsport, Tennessee. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and offers comprehensive wealth management and financial planning services through a broad network of advisors.

Stacey Jones is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies to support its financial planning services.

Erik Heller is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Kingsport City Schools for ten years. He serves on the Endowments Committee at First Baptist Church Kingsport, where he assists with investment decisions and asset allocation. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Roger Goin is a financial advisor with Ameriprise in Kingsport, TN, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Ameriprise Financial Services since 2005, including his current role at Ameriprise starting in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Evans is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at UBS, The Brew Spot, Lab Connect, and has teaching experience at Tusculum University and local schools. Outside of finance, he is involved in software development for small companies through contracting work. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured tools and modeling techniques, serving clients primarily in an advisory capacity.

Stacey Roberts is a financial advisor with Edward Jones in Kingsport, TN, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Mary Selden is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with RKMJ, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its financial planning process.

Christine Cooper is a financial advisor with Morgan Stanley in Kingsport, Tennessee, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

William Parrott is a financial advisor with Raymond James & Associates in Kingsport, TN, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2018 and previously at JJB Hilliard W.L. Lyons LLC from 2015 to 2018. 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, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Gary Wright is a CFP®-designated financial advisor with Edward Jones in Kingsport, TN, where he has worked since 1988, accumulating 38 years of industry experience. He serves on the Pastor/Parish Committee at Morrison Chapel United Methodist Church in Kingsport. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Tomita is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2019. His prior experience includes roles at Widener Insurance Agency, Inc., City of Johnson City, and FTB Advisors, Inc. Outside of financial advising, he serves as Tennessee Alcoholic Beverage Commissioner and Washington County Commissioner. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.