Jennifer Elders is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 credential and has previously worked at Edward Jones Investments, Hilliard Lyons, Baird, and Bank of America. She serves as a board member for the East Tennessee Foundation, advising on the allocation of resources based on the foundation’s governance policy. Merrill, together 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Crowder is a financial advisor with LPL Financial based in Kingsport, Tennessee. He holds the Series 66 designation and has 12 years of industry experience, including roles at Eastman Credit Union, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in equipment leasing through MMM Equipment, LLC. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Jeffrey Blake is a financial advisor with Morgan Stanley in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Haas is a financial advisor with Edward Jones in Kingsport, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Haas serves as a board member of the Juvenile Diabetes Research Foundation East Tennessee Chapter, where he helps organize fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

Sara Witt is a financial advisor with Raymond James & Associates in Gray, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Raymond James & Associates since 2015, with a brief period working at Csenge Advisory Group and Lion Street Financial from 2018 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paula Delawder is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. She has six years of experience at Edward Jones and previously worked for six years at Ballad Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John Douglas is a Wealth Management Advisor with Merrill Lynch Wealth Management. He develops personalized financial strategies tailored to each client’s goals, leveraging insights from Merrill and solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, socially responsible investing, and tax minimization. John holds a bachelor's degree in Economics and a master’s degree in Business Administration from East Tennessee State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Personal Investment Advisor. In addition to his professional work, John dedicates time to volunteering in his community. His personal interests include fishing, football, reading, and spending time with his family.

Dion Thomidis is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Ballad Health, and BB&T Investment Services. Thomidis is based in Kingsport, TN. 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 nationwide network of financial advisors and branch offices.

Sheila Garber is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Luke Elders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement planning, portfolio management, and investment strategy for individuals and small businesses. His approach focuses on creating personalized financial strategies tailored to clients' unique goals and circumstances. Luke holds a Bachelor's degree from Washington University in Saint Louis and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He emphasizes clear, one-on-one collaboration with clients to develop flexible and comprehensive wealth management plans. In addition to his advisory role, Luke is committed to community involvement, dedicating time to volunteer with local organizations. This engagement aligns with the Merrill tradition of serving the communities where advisors live and work.

Amy Edwards is a CFP® with 24 years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Bank of Tennessee (LPL), Valic, and Securities Service Network. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Laura Campbell is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at multiple firms including Clearwell Advisors, Wells Fargo Clearing Services, Captrust Financial Advisors, and Wells Fargo Advisors Financial Network. Campbell is based in Kingsport, Tennessee. Merrill, together 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

John Davison is a financial advisor with Raymond James & Associates in Kingsport, Tennessee. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 13 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kevin Barham is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked for Eastman Chemical Company for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joanne Bear is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with LPL Financial for a total of 17 years, including two separate tenures, and worked previously at Fifth Third Securities and IFMG Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Adam Bratton is a Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering personalized wealth management strategies tailored to each client's unique financial goals. He works closely with clients and their families to understand their full financial picture and develop flexible plans that adapt to changing market conditions and life priorities. Adam provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. His areas of expertise include college education planning, family wealth management strategies, socially responsible and ESG investing, individual and corporate investment strategy, and retirement income planning. Adam holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. He earned both his Bachelor's and Master's degrees from East Tennessee State University. Outside of his professional work, Adam enjoys baseball, golfing, skiing, and spending time with his family. He emphasizes a collaborative planning approach aimed at helping clients pursue their financial goals with customized strategies that evolve over time.

Lindsey Webb is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for QEP Company Inc for 13 years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Teresa Unick is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with LPL Financial and has previously worked at First Tennessee Brokerage and UBS Financial Services. Her career also includes a role at Ftb Advisors, Inc. Outside of advising, she is a partner in a real estate rental business. 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 model portfolio programs, supported by a large network of investment adviser representatives.

Thomas Dixon is the Senior Resident Director and Wealth Management Advisor at Merrill, where he provides retirement education and strategies for individuals and businesses, in addition to philanthropic planning approaches. He plays a key role in organizing his team's overall structure and maintaining a client-centered focus. Since joining Merrill Lynch Wealth Management in 1997, Thomas has worked with a diverse client base, including many physicians and health professionals. His areas of expertise include college education planning, family wealth management, investment consulting for defined contribution plans, legacy and philanthropic planning, tax minimization, and retirement income strategies. Thomas holds both a Bachelor of Science and a Master of Business Administration degree from East Tennessee State University. He is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Thomas enjoys basketball, fishing, reading, and spending time with his family.

Denise Depriest is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. With over 30 years of experience, she serves individuals and families by focusing on wealth growth, management, preservation, and legacy planning. Her expertise encompasses areas such as college education planning, divorce transition planning, retirement income, portfolio management services, and employee financial health. Denise holds a Bachelor's Degree from Milligan College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She integrates the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to provide comprehensive financial services to her clients. Outside of her professional role, Denise is involved with the Boys and Girls Club of Greater Kingsport Tennessee. Her personal interests include biking, camping, cooking, golfing, hiking, music, photography, reading, traveling, and yoga. Denise values family deeply and enjoys connecting with others through shared interests.