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.

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.

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.

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.

Teresa Ring is a financial advisor with Edward Jones in Bristol, TN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Richard Kegley is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked with firms including Trinitas Wealth Management and Wells Fargo Advisors. Kegley is also the owner of Building 4 One, Inc., a commercial rental business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that include municipal advisory and SIMPLE IRA Employer Advisory services.

Bruce Hatch Jr. is a financial advisor with Equitable Advisors in Abingdon, VA, holding a Series 66 designation and 25 years of industry experience. He has worked at Equitable Advisors since 2001, previously under the Axa Advisors name. Outside of his advisory role, Hatch serves on the board of the Johnston Memorial Hospital Community Foundation and participates on the finance committee at Christ the King Catholic Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, pension plans, and charitable organizations. The firm uses a network of Investment Adviser Representatives to deliver a range of advisory programs, often involving third-party managers and model portfolios tailored to client risk tolerance.

Mark Tipton is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry, all at Edward Jones since 2016. He is based in Bristol, VA. Outside of his advisory role, he serves as the SPRC Chair at Gate City United Methodist Church and is the founder of Wyoming Territory Arms, LLC, a social media content business focused on firearms. 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, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Mark Dennis is a financial advisor with LPL Financial in Bristol, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Eastman Credit Union, Ameriprise, Morgan Keegan & Company, and other financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

David Mullins is a CFP® with 19 years of industry experience, currently serving at Charles Schwab & Co., Inc. He previously worked at LPL Financial and Commonwealth Financial Network. Mullins serves as a board member for the Virginia Council of Economic Education, assisting with financial literacy initiatives. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary advisory services supported by integrated custody, brokerage, and financial planning capabilities.

Ron Fox is a financial advisor with Equitable Advisors in Bristol, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a church elder on the session board of the First Presbyterian Church of Bristol. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, often using third-party asset managers and advisory programs.

Ricky Bray is a financial advisor with Edward Jones in Abingdon, VA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Baker is a financial advisor with LPL Financial in Bristol, Tennessee, holding Series 63 and Series 66 designations and 27 years of industry experience. He worked at Edward Jones from 2000 to 2018 before joining LPL Financial in 2018. Outside of his advisory role, Baker is an author of children's books. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advisor-facing operational and research tools.

Brandon Kegley is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Raymond James Financial. His prior experience includes a four-year tenure at Wells Fargo Advisors before joining Raymond James in 2019. In addition to his advisory role, he is an insurance agent and owner of Trinitas Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning using analytical tools to model potential outcomes and supports municipal and public finance through an affiliated municipal advisor, a distinctive feature among large institutional advisors.

Taylor Griffin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, following a prior role at GB Bristol. Outside of his advisory work, Griffin is a part owner of a manufacturing business and serves on the board and finance committee of educational nonprofit organizations in Bristol, Virginia. 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 network of financial advisors and branch offices nationwide.

Gregory Boggs is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.