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 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, Hatch serves on the board of the Johnston Memorial Hospital Community Foundation and is a member of the finance committee at Christ the King Catholic Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerances.

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, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at LPL Financial since 2015 and also has experience with Eastman Credit Union and HomeTrust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with a range of model portfolios and research resources.

Ron Fox is a financial advisor with Equitable Advisors in Bristol, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a church elder on the Session Board of the First Presbyterian Church of Bristol. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

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 and previously worked at Verizon Wireless from 2011 to 2016. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at Edward Jones for 18 years before joining LPL Financial in 2018. Outside of his advisory work, he is an author of a children's book. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

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.