David Lamie is a CFP® professional affiliated with LPL Financial, with 44 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Sovereign Financial Services, LLC, and United Southeast FCU. He also manages an insurance agency alongside his advisory work. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

James Fuller is a financial advisor with Merrill in Bristol, Tennessee, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill since 1999 and also has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, Fuller holds an ownership title at Honey Baked Ham Company and serves as an advisory board member for CASA of Northeast Tennessee, a nonprofit organization focused on fundraising and board support. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by a platform closely integrated with Bank of America affiliates.

James Fuller is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1989 and Bank of America, N.A. since 2011. Outside of his advisory role, he is an officer of Hamitup, Inc., a for-profit business in the food industry. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategies and integrates with Bank of America affiliates to offer a diverse set of investment and capital-markets capabilities.

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.

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 Blanton is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baker Financial Services and Rodefer Moss. Blanton also has experience with UVA-Wise and Union High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of investment adviser representatives.

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 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 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 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 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 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.

Charles Carr II is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera and has previously worked at VOYA Financial Advisors. In addition to his advisory work, he owns a tax preparation business and operates as an independent insurance agent. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets under management.

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.

Steven Bednar is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at MML Investors Services, Aflac, and MassMutual Life Insurance Company. He serves as a board member for Young Life and assists as a market manager at the Abingdon Farmers Market. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary strategies and alternative investments.

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 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 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 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 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.