Amy Grindstaff is a financial advisor at Cetera Planning Partners in Johnson City, TN. She holds a Series 65 designation and has experience in the industry since 2024, including prior roles at Marmo Financial Group and positions in the technology and business systems sectors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services such as investment management, comprehensive financial planning, and Social Security optimization. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach aligned with client objectives and risk tolerance.

Zachary Green is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. He previously worked at Edward Jones for two years and has been with Empower Advisory Group and affiliated entities since 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Amanda Hudson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Bank for nine years before joining Truist Advisory Services and Truist Investment Services in 2022. Hudson serves as a board member for the Kingsport Office of Small Business Development & Entrepreneurship (KOSBE), where she attends quarterly meetings and supports local business growth. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary investment strategies, supported by third-party platforms and AI-enabled research tools.

Carter Honeycutt is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has previously worked at American Portfolios Financial Services, Inc., OSAIC, and Allstate Insurance Co. Outside of his advisory work, he is involved in selling Medicare Advantage and Medicare Supplement plans through Senior Financial Group. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jeremy Day is a financial advisor with Carson Wealth and holds a Series 66 designation. He has six years of industry experience and has worked at firms including Edward Jones and Cetera Advisor Networks. Outside of his advisory role, Day serves on the board of directors for Camp Jorn YMCA, where he participates in overseeing annual goals, projects, and budgets. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management and financial planning services, utilizing a committee-driven model portfolio approach and providing tailored investment solutions for corporate, institutional, and high-net-worth clients.

Wesley Robbins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Vincent Davis is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Portfolios Financial Services, Inc. and OSAIC prior to joining his current firm. Outside of his advisory work, he owns Watauga Riverbend Retreats, an Airbnb investment. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and manages approximately $4.07 billion in assets through a large network of advisors.

Joseph Buckles is a financial advisor with Empower Advisory Group holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Edward Jones, Valic Financial Advisors, Northwestern Mutual, and Agia. Outside of finance, he owns and manages a retail business, Old Black Mountain Games and Toys, in Johnson City, TN. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative services.

Jonathan Mullins is a financial advisor at Carson Wealth with 17 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Cetera Advisor Networks, LPL Financial, PNC Wealth Management, and Edward Jones. Mullins has been associated with Carson Wealth since 2014. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to guide portfolio construction and oversight.

Donovan Swinger is a financial advisor with Cetera Planning Partners in Johnson City, TN. He holds a Series 65 credential and has experience at several firms including Marmo Financial Group and Northwestern Mutual. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider. Their investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, incorporating formal planning and periodic updates.

Mickey Byrd is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and UBS Financial Services. In addition to his advisory work, he serves as an insurance agent offering fixed insurance products including health savings accounts, annuities, and various types of life and health insurance. 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 provides customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary client accounts.

Bruce Shay is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation. Prior to joining Empower, he worked at Deloitte & Touche LLP for 23 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

Lauren Kirkland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors, Transamerica, Cary Street Partners LLC, and Empower Financial Services. Lauren is based in Johnson City, TN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kaileigh Hensley is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, she held roles in community organizations such as the Girl Scouts Council of the Southern Appalachians and local government agencies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach.

James Richardson Jr. is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at OSAIC Institutions, Inc. and Uvest Financial Services Group, Inc. Outside of his advisory work, he is the owner of Bulwill, LLC, a company involved in office space development in Johnson City, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Jeffery Ledford is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Dex Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Conkin is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Merrill and Bank of America in 2024, he worked in education with Sullivan County Schools, Kingsport City Schools, and Tusculum University. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sawyer Sams is a financial advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. He and his team focus on developing personalized wealth strategies that leverage Merrill's investment and planning resources along with Bank of America's banking and lending capabilities. Their services encompass family wealth management, legacy planning, retirement planning, philanthropic planning, and portfolio management for clients across multiple states. Before joining Merrill, Sawyer gained experience at a smaller wealth and investment management firm in Charlotte, NC, where he led the investment committee and managed asset allocation and trading activities. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Sawyer graduated from Furman University with a bachelor's degree in economics. Sawyer resides in Johnson City, TN, and is active in his community through involvement with First Christian Church and the Milligan University CFA Research Team. Outside of work, he enjoys basketball, cooking, football, pickleball, and spending time with his family.

Crystal Bright is a Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2004, she has focused on developing and analyzing portfolio strategies and identifying specialized opportunities to build customized portfolios. She is responsible for investment analysis and recommendations serving more than 400 families and businesses. Crystal also manages trust and philanthropic planning for clients, supporting charitable and community growth by integrating this planning into client investments. She holds a Bachelor's Degree and a Master of Business Administration from East Tennessee State University. Crystal has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) professional designations. Crystal is involved in her community, volunteering with Girls Inc. of Johnson City/Washington County. Her personal interests include boating, fishing, golfing, reading, running, spending time with family, traveling, and watching movies.

Alvin Gills III is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Pasadena. He has been serving in the financial services industry since 1994 and has been with Merrill Lynch since 1998. Alvin holds a Bachelor's degree in Business Management with a minor in Finance from Christopher Newport University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Alvin works with individuals, families, and business owners at all stages of the business cycle, assisting with various financial areas including retirement planning, portfolio management, tax minimization, and employee benefits planning. He takes a long-term and personalized approach by evaluating each client's unique financial needs and risk tolerance, aiming to provide thoughtful guidance tailored to their current situations and aspirations. Outside of his professional work, Alvin is a retired Head Varsity Softball Coach at Arcadia High School. He enjoys spending time with his family and engaging in outdoor activities such as fishing and working around his property.