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.

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.

James Rash is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served nine years in the United States Air Force and nine years in the Alaska Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

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.

Marty Dobbins is a financial advisor at Edward Jones in Rogersville, TN, with 18 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Rogersville-Hawkins County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.