Robert Hobbs is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family investment arrangement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexander Swatzell is a CFP® professional at UBS Financial Services with eight years of industry experience. Prior to joining UBS in 2023, he spent 16 years at Marmo Financial Group, LLC. Outside of his advisory role, he serves on the finance committee of Southern Appalachian Ronald McDonald House Charities and is treasurer for the Johnson City National Major Little League board, alongside officiating high school and college basketball games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Bryan Henderson is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services and Merrill. He operates Crossbridge Wealth Management as a business activity associated with his LPL practice. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

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.

Sarah Newman is a Financial Consultant at Fidelity Investments. She partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. Sarah has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has developed expertise in comprehensive financial planning and client relationship management. Sarah's approach focuses on understanding individual client needs to deliver personalized financial solutions. Outside of her professional work, Sarah enjoys spending time with her family, engaging in activities such as gardening, reading, playing board games, and visiting the beach.

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.

Chad Rutherford is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2014 to 2015.

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.

Daniel Parks is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles in banking, healthcare, and the hospitality industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Ronald Naegle is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has worked previously at Woodbury Financial Services, Commonwealth Financial Network, UBS Financial Services, and OSAIC. He also operates Crossbridge Wealth Management as a business entity within his LPL practice. 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, and institutional platforms.

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.

Carter Lawrence is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop customized wealth management plans tailored to clients' future goals. He joined Fidelity Investments in 2023 and has held roles including Financial Representative and Relationship Manager before assuming his current position in 2024. In his role, Carter focuses on helping clients plan for their financial futures by working as part of a wealth management team. His experience spans various aspects of client relationship management and financial representation, providing a foundation for his consulting work. Outside of his professional work, Carter enjoys cooking and baking, participating in family activities, playing football, and engaging with music and movies as an instrumentalist and enthusiast.

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.

James Humphrey is a Financial Consultant at Fidelity Investments, where he partners with clients to create, implement, and continuously monitor customized financial plans designed to help them work towards their financial goals. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. His experience spans various aspects of financial consulting, with a focus on personalized financial planning and client relationship management. Outside of his professional career, James enjoys family activities, football, golf, and music.

David Semersky is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, he provides bookkeeping and tax preparation services through a separate accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.