Angela Ganger is a financial advisor at Stifel with 21 years of industry experience. She has held her current position since 2012. Angela holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Jeffrey Anderson is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. Anderson serves on the University of Tennessee Washington County Alumni Chapter Board, the East Tennessee State University College of Business and Technology Dean's Executive Council, and the advisory board of the Southern Appalachian Ronald McDonald House Charities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tia Peace is a financial advisor with UBS Financial Services in Johnson City, TN. She holds the Series 66 designation and has eight years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Linda Barr is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and is based in Johnson City, TN. Barr has been with UBS Financial Services since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brackton Smith is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Eastman Credit Union. Outside of his advisory role, he owns Spring Street Sandwich Company in Johnson City, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Schuette Sr. is a CFP® professional with 40 years of industry experience, currently serving at Stifel since 2012. He is based in Johnson City, TN. Outside of his advisory role, he serves as a board member for Coalition for Kids, a nonprofit focused on the development of children academically, physically, spiritually, and socially. Stifel provides a range of brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Bryan Byrd is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Northwestern Mutual in various capacities from 2010 to 2020. Outside of his advisory role, he is an owner of two LLCs established in 2024. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements use firm-approved software and analytical tools to develop written recommendations, typically focusing on investment strategies rather than specific products, with implementation arranged separately.

Benjamin Talley II is a CFP® and ChFC® with 13 years of experience in the financial services industry. He currently works at Cambridge Investment Research Advisors and previously held roles at LPL Financial and Northwestern Mutual. Outside of advising, he owns Talley Tax Services and serves on the board of CrushingIt.AI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies across multiple platform arrangements.

Christopher Bulle is an Assistant Vice President and Financial Advisor with the Smith Conkin Dixon Wealth Management Group, recognized by Forbes in 2026 as a Top 5 Best-in-State Wealth Management Team in Tennessee. He focuses on delivering comprehensive financial stewardship tailored to high-net-worth individuals, families, and business owners, addressing the complexities inherent to significant wealth. His approach integrates Merrill's global investment platform with Bank of America's banking and liquidity solutions to create cohesive, fully integrated financial strategies. His professional expertise encompasses small business strategies, women and wealth, as well as sports and entertainment sectors. Christopher applies a 360-degree planning approach that aligns investments, balance-sheet strategies, liquidity, and long-term objectives. His career experiences include working in London, Washington, D.C., and New York City, providing him with a broad perspective on the needs of successful clients. Christopher holds a Bachelor's Degree from East Tennessee State University and is a Personal Investment Advisor (PIA). Additionally, he has served as a board member on the NEThub Advisory Board.

Gregory Weigand is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Banc of America Investment Services and A. G. Edwards & Sons. Outside of his advisory work, he is also an author and manages a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, utilizing various strategies and tools while supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Deborah Vecchio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Runnion is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 designations and 30 years of industry experience. His work history includes roles at City National Bank since 2019 and prior positions at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Brandon Linton is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the finance committee of First Christian Church and is a member of the Washington County committee for the Ballad Health Foundation, which allocates funds raised to support the local hospital system. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and integrated capital markets services.

Matthew Trivett is a CFP® and ChFC® professional with 24 years of industry experience. He is currently with LPL Financial and has worked previously at Northwestern Mutual, Securities America, and his own firm, Trivett Wealth Management, LLC. Outside of his advisory work, he writes a newspaper column unrelated to investments. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Derek Brown is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at FTB Advisors and Scottrade, Inc. Brown is based in Johnson City, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Street is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 license and having 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing multiple rental properties across Tennessee. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

David B. Arnold is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a proprietor of a real estate private investment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of financial products.

Kimberly Bailey is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 1999, also holding a position with Bank of America since 2011. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Hill is a financial advisor at Stifel with 24 years of industry experience. She has been with Stifel since 2012 and holds a Series 63 designation. In addition to her advisory role, she works in retail customer service at a clothing store and is a notary public. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Joseph Holifield is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is a board member and treasurer for the Ronald McDonald House of Southern Appalachia in Johnson City, TN. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.