Wilfred Haselton is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Simplicity Investments, Lincoln Financial, Lincoln Financial Advisors, and VALIC Financial Advisor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Jake Stone is a financial advisor with CWM, LLC, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Carson Wealth, GAAM Wealth Advisors, and Cetera Advisor Networks. Outside of advisory work, Stone serves as a board member for the East Tennessee Make-A-Wish Foundation and is involved with the Young Professionals of Johnson City Council. He has also served as a speaker at King University. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts using discretionary model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Jeffery Bedford is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wells Fargo Advisors and UBS Financial Services. He also serves as a council member for Holy Trinity Lutheran Church in Kingsport, TN. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

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.

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

Kenneth Wright is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Infinex Investments, Inc. and Tri Summit Bank since 2016. 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 offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

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.

Daniel Bellino is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at DialAmerica Marketing for 28 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain IRA and retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing in its planning approach.

Jeremy Day is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 66 designation and previously worked with Carson Wealth, Cetera Advisor Networks, and Edward Jones. Outside of his advisory role, he serves as a board member for Camp Jorn YMCA, contributing to the organization’s governance and operational oversight. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm employs a discretionary investment approach using model portfolios governed by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

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.

Darla Leblanc is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Infinex Investments, Inc. and First Community Bank of East TN since 2010, and previously at U.S. Bancorp Investments, Inc. and Uvest Financial Services Group, Inc. Leblanc also assists with customer service at First Community Bank of East TN on a part-time basis. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on client choice in account management.

Lucas Hefner is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has four years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and W&S Brokerage Services. He is based in Gray, Tennessee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Owen Arnoff is a financial advisor with Brookstone Capital Management LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. In addition to his role at Brookstone since 2016, he is the owner and president of Arnco, Inc., providing tax preparation advice and representation. He also owns Wealth Protection Insurance Services, where he has been involved in life and health insurance sales since 1984. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of investment strategies, including proprietary asset-allocation models and both internal and external sub-advisors, to manage portfolios through a turnkey asset management platform and wrap-fee programs.

Andrew Medukas is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. He previously worked at Center Street Wealth Management Group, LLC, Wells Fargo Advisors, and UBS Financial Services. Medukas serves on the board of directors for the Rotary Club of Scott County Virginia. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Jonathan Mullins is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Carson Wealth and Cetera Advisor Networks. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm’s approach includes discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

Timothy Colvin is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Wells Fargo Advisors and UBS Financial Services. Outside of his advisory role, he holds part ownership in local investment-related businesses in Kingsport, Tennessee. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and offers comprehensive wealth management and financial planning services through a broad network of advisors.

Casey Middleton is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 10 years and OSAIC for one year. 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, model portfolios, third-party asset management access, and institutional platforms.

Stacey Jones is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies to support its financial planning services.

James Richardson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked at LPL Financial since 2015 and previously at OSAIC Institutions, Inc. and Uvest Financial Services Group, Inc. He is also the owner of Bulwill, LLC, which developed office space in Johnson City, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management delivered by investment adviser representatives using a range of strategic and tactical investment options.