Jennifer Stanley is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Merrill Lynch, Northwestern Mutual Investment Services LLC, and Lance Franczyk. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Gretchen Sanders is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014 and has concurrently worked with Bank of America, N.A. since 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions, with a focus on strategic asset allocation and tax-aware options.

Rebecca Frazier is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2010. She specializes in growing and preserving wealth for individuals, families, and business owners, focusing on areas such as college education planning, family wealth management strategies, retirement income, and socially responsible investing. Rebecca emphasizes integrity, honesty, and professionalism in managing her practice, aiming to help clients achieve both their financial and personal goals. Rebecca began her career in the financial services industry in 1991. She holds a Bachelor of Business Administration with an emphasis in marketing from East Tennessee State University (1991) and a Master’s in Business Administration with an emphasis in finance from King University (2014). Her professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Consultant® (ChFC) designation, and Chartered Life Underwriter® (CLU) designation. She has been recognized multiple times by Forbes as one of America’s Top Women Wealth Advisors and included on the Forbes Best-in-State Wealth Advisors list for Tennessee. Additionally, she was named to the 2024 Forbes Best-in-State Wealth Management Teams list as part of The Frazier Group. Rebecca is involved with Therapy Dogs International and resides in Jonesborough, Tennessee with her husband, Tom, and their daughter, Alexandra, who is also part of her advisory team. Outside of work, she enjoys biking, cooking, gardening, hiking, music, running, swimming, traveling, yoga, and spending time with her family.

David Bowen is a financial advisor with Ameriprise in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-focused strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Benjamin Marshall is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and having four years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society, and has additional work experience in retail at Hibbett Sporting Goods. 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 broad client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Boatright is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he works as a youth soccer referee in the Kingsport and Nashville, Tennessee areas. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Edwin Cox is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Prior to his current role starting in 2020, he worked at James River Advisory, Inc. from 2016 to 2020. Outside of advising, he owns a small hobby farm and a business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary model strategies.

Noah Filson is a financial advisor at Morgan Stanley in Kingsport, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Aldi for five years and has held various roles including at East Tennessee State University and Rockingham Marina. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Frances Hamby is a financial advisor with Raymond James & Associates in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large 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, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Alexandra Frazier is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2017. She focuses on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most to them. Alexandra provides investment advice aimed at making a positive impact on her clients' financial well-being. Her areas of expertise include college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Alexandra holds a Bachelor's degree from the University of Tennessee and a Juris Doctorate degree from Drake University Law School. While she does not offer legal advice in her current role, her background as an attorney informs her approach to estate planning, where she collaborates with clients' attorneys and Merrill trust and estate planning specialists. Alexandra holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of her professional work, she enjoys football, reading, spending time with her family, and is a passionate animal lover who spends time with her three Labrador retrievers and two cats.

Angela Davis is a financial advisor with LPL Financial in Kingsport, TN, holding a Series 66 designation and 15 years of industry experience. Her prior experience includes roles at Eastman Credit Union, SunTrust Advisory Services, and U.S. Bancorp Investments. In addition to her advisory work, she serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Elders is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 credential and has previously worked at Edward Jones Investments, Hilliard Lyons, Baird, and Bank of America. She serves as a board member for the East Tennessee Foundation, advising on the allocation of resources based on the foundation’s governance policy. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Crowder is a financial advisor with LPL Financial based in Kingsport, Tennessee. He holds the Series 66 designation and has 12 years of industry experience, including roles at Eastman Credit Union, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in equipment leasing through MMM Equipment, 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Jeffrey Blake is a financial advisor with Morgan Stanley in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Haas is a financial advisor with Edward Jones in Kingsport, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Haas serves as a board member of the Juvenile Diabetes Research Foundation East Tennessee Chapter, where he helps organize fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

John Douglas is a Wealth Management Advisor with Merrill Lynch Wealth Management. He develops personalized financial strategies tailored to each client’s goals, leveraging insights from Merrill and solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, socially responsible investing, and tax minimization. John holds a bachelor's degree in Economics and a master’s degree in Business Administration from East Tennessee State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Personal Investment Advisor. In addition to his professional work, John dedicates time to volunteering in his community. His personal interests include fishing, football, reading, and spending time with his family.

Dion Thomidis is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Ballad Health, and BB&T Investment Services. Thomidis is based in Kingsport, TN. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Sheila Garber is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Luke Elders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement planning, portfolio management, and investment strategy for individuals and small businesses. His approach focuses on creating personalized financial strategies tailored to clients' unique goals and circumstances. Luke holds a Bachelor's degree from Washington University in Saint Louis and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He emphasizes clear, one-on-one collaboration with clients to develop flexible and comprehensive wealth management plans. In addition to his advisory role, Luke is committed to community involvement, dedicating time to volunteer with local organizations. This engagement aligns with the Merrill tradition of serving the communities where advisors live and work.

Amy Edwards is a CFP® with 24 years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Bank of Tennessee (LPL), Valic, and Securities Service Network. 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 and investment strategies through a nationwide network of financial advisors and branch offices.