Overwhelmed by options?
Answer a few questions to see advisors matched to you.
69 advisors near
24212
within the area shown on the map
Out of 400,000+ nationwide
Kent F
Series 66
Bristol, TN
Edward Jones
Kent Fleming is a financial advisor with Edward Jones in Bristol, TN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Ashfield in 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.
Evan B
Series 66
Abingdon, VA
LPL Financial
Evan Blanton is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles at Baker Financial Services, Rodefer Moss, and 1028 Park Avenue Properties. He has also worked in education at UVA-Wise and Union High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by proprietary and third-party research.
Nathaniel A
Series 63, Series 65
Bristol, TN
Thrivent Investment Management
Nathaniel Akers is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at First Horizon Bank and Allstate Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and business continuation, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”
Robert A
Series 63, Series 66
Abingdon, VA
Cambridge Investment Research Advisors
Robert Ashley is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cambridge Investment Research Advisors since 2012. Ashley is also the owner of Robert Ashley & Associates, Inc., a business involved in insurance, benefits, and human resources, and serves as a church deacon and a board member for the Museum of Middle Appalachians. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. It offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.
Sylvia R
CFP®, Series 66
Abingdon, VA
Edward Jones
Sylvia Robbins is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. She has worked at Edward Jones since 2017 and previously was employed at Southwestern Virginia Mental Health Institute. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jessee W
Series 66
Bristol, TN
Edward Jones
Jessee White is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position at Edward Jones since 2017 and previously worked at PDI Inc. from 2015 to 2016. Outside of his advisory role, he is an owner of inherited rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies alongside affiliated mutual funds and trust services.
Gregory F
Series 63, Series 66
Bristol, TN
Edward Jones
Gregory Fahn is a financial advisor with Edward Jones in Bristol, TN, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1992. Outside of advisory work, he receives rental income from owning his building used by Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and additional capabilities such as trust services and securities-based lending.
Robert H
Series 66
Abingdon, VA
Edward Jones
Robert Hollo is a Series 66-licensed financial advisor with Edward Jones in Abingdon, VA, where he has worked since 2009, accumulating 17 years of industry experience. In addition to his advisory role, he serves as adjunct faculty for Washington County Public Schools, assisting in teaching high school band. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.
Melissa C
Series 63, Series 66
Bristol, TN
Merrill
Melissa Clemens Williamson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional with over twenty years of experience in the investment industry. Melissa works with high net worth individuals, families, and corporations to help manage and grow their wealth using a goals-based planning approach. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible investing, and retirement income planning. Melissa holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from the University of Cincinnati. Melissa is a native of Ohio and volunteers for the Sullivan County Imagination Library. She enjoys camping, cooking, hiking, music, reading, running marathons, swimming, and spending time with her family, which includes her supportive husband, three adult children, and one grandchild.
Caleb S
Series 63, Series 65
Abingdon, VA
Primerica Advisors
Caleb Sample is a financial advisor with Primerica Advisors in Abingdon, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has prior roles with PFS Investments Inc. and Primerica Financial Services, and has worked in pharmacy and community college settings. Outside of finance, he has been involved with Cedar Grove Baptist Church for several years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by custodial services.
Selah R
Series 66
Bristol, TN
Edward Jones
Selah Rash is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Rash worked in law enforcement and corrections, including seven years with the Fairfax County Police Department and three years with the Alaska Department of Corrections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Bradley S
Series 63, Series 66
Abingdon, VA
Edward Jones
Bradley Simmons is a financial advisor with Edward Jones in Abingdon, VA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Equitable Advisors for one year and managed Simmons Moving, LLC for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies and affiliated investment options, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.
Robert B
Series 63, Series 65
Bristol, VA
Wells Fargo Clearing
Robert Blevins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Blevins also serves as co-trustee for family and personal trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions informed by research and analytics.
Grayson W
Series 65, Series 63
Abingdon, VA
Primerica Advisors
Grayson Waddle is a financial advisor with Primerica Advisors in Abingdon, VA, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2023 and has prior experience in education and retail. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies developed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Tammy S
Series 66
Bristol, VA
Edward Jones
Tammy Sicilian is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2025. She has 14 years of industry experience, including roles at Futurity First Don Lilly Agency and Truist (formerly BB&T). 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 strategies supported by a large national network of advisors and branch offices.
Rebekah R
Series 66
Bristol, TN
Edward Jones
Rebekah Rockett is a financial advisor with Edward Jones in Bristol, TN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Roy M
Series 63, Series 66
Bristol, TN
LPL Financial
Roy Mann Jr. is a financial advisor with LPL Financial based in Bristol, TN. He holds Series 63 and 66 licenses and has 21 years of industry experience, including 19 years with LPL Financial. Outside of his advisory work, Mann performs as a live music singer in Bristol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.
Robin D
Series 66
Bristol, VA
Raymond James Financial
Robin Drummond is a financial advisor with Raymond James Financial in Bristol, VA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Wells Fargo Advisors and Raymond James Financial Services, with current involvement at Trinitas Wealth Management where he serves as an associate and client administrator. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Lucas M
Series 65
Bristol, VA
Raymond James Financial
Lucas Mc Craw is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 65 designation and two years of industry experience. He has worked at Raymond James since 2024 and is also associated with Trinitas Wealth Management, LLC. Outside of his advisory roles, he has experience connected to Virginia Highlands Airport and Emory and Henry College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through specialized affiliations.
Teresa R
Series 63, Series 66
Bristol, TN
Edward Jones
Teresa Ring is a financial advisor with Edward Jones in Bristol, TN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
69 advisors near
24212
within the area shown on the map
Out of 400,000+ nationwide