Rebekah Rockett is a financial advisor with Edward Jones in Bristol, TN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Roy Mann Jr. is a financial advisor with LPL Financial based in Bristol, TN. He holds Series 63 and 66 licenses and has 21 years of industry experience, including 19 years with LPL Financial. Outside of his advisory work, Mann performs as a live music singer in Bristol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Robin Drummond is a financial advisor with Raymond James Financial in Bristol, VA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Wells Fargo Advisors and Raymond James Financial Services, with current involvement at Trinitas Wealth Management where he serves as an associate and client administrator. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 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.

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 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.

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.