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.

Kenneth Bevins is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate since 2012. He is based in Kingsport, Tennessee. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Stewart Fisher is a CFP® professional with 28 years of experience in the financial industry. He has been with Edward Jones since 1997. Outside of his advisory role, he manages a rental property in Kingsport, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

Sierra Brucia is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation. She began her career at Edward Jones in 2025 and previously served with the Lodi Police Department for 27 years. Brucia also works as an adjunct professor for online courses at Beal University. Edward Jones is a full-service wealth management firm that serves a broad range of individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Claude Parrott is a financial advisor with Raymond James & Associates in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. before joining Raymond James in 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, offering a range of portfolio management styles supported by extensive research and model manager options.

Rachel Irwin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following four years at Qualified Plan Administrators, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jadon Engle is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Eastman Credit Union and Advisory Alpha 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 offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supporting advisors with technology and research tools.

Anthony Bentley is a financial advisor with Mass Mutual Investors Services in Johnson City, TN, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Appalachian Community Credit Union. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved analytical tools and offers specialized planning services including divorce planning and estate-settlement programs.

Carleen Harbin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her work history includes positions at R W Baird and Wood Construction & Remodeling. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Elizabeth Dye is a financial advisor with LPL Financial in Kingsport, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Robert Baird & Co., JJB Hilliard W.L. Lyons LLC, and Edward Jones. Outside of advising, she is the owner of the Tri Cities Dance Company. 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 and third-party asset management, and supports advisors with research and operational tools.