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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Evan B

Series 66

Abingdon, VA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nathaniel A

Series 63, Series 65

Bristol, TN

Thrivent Investment Management

Nathaniel Akers is an advisor at Thrivent Investment Management in Bristol, Tennessee, holding Series 63 and Series 65 licenses. He has been with Thrivent since 2026 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 holistic, goal-based financial planning with written recommendations addressing various topics, including retirement, estate, and tax planning, while keeping planning and managed-account services separate under its WealthPlan option.

Business ownership considerations
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

Business ownership considerations Founder/Business Owner Doctor or Medical Professional LGBTQIA Intergenerational Families
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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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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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.

Wealth management College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy ESG / Sustainable investing Women Professionals
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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

Retirement income strategy Military & Veterans Government Employee Women Professionals
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Olivia D

Series 66

Bristol, TN

Edward Jones

Olivia Denton Smith is a financial advisor at Edward Jones in Bristol, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she held roles in title and closing services as well as ownership and management positions at The Farm on Pemberton and Smarty Pants, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, managing approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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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.

Retired Founder/Business Owner
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Grayson W

Series 63, Series 65

Abingdon, VA

Primerica Advisors

Grayson Waddle is a financial advisor with Primerica Advisors in Abingdon, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes positions at PFS Investments Inc., Primerica Financial Services, and prior roles in education and retail. He is also involved in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with advisory services delivered through a model-based approach. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

Retirement income strategy General retirement planning Income planning Retired Founder/Business Owner Executive
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Rebekah R

Series 66

Bristol, TN

Edward Jones

Rebekah Rockett is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Roy M

Series 63, Series 66

Bristol, TN

LPL Financial

Roy Mann Jr. is a financial advisor with LPL Financial based in Bristol, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he is involved in live musical performance as a singer. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robin D

Series 66

Bristol, VA

Raymond James Financial

Robin Drummond is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Edward Jones. He is also involved with Trinitas Wealth Management as a Registered Sales Assistant and Client Administrator. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice and supports its recommendations through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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