John Fleenor III is a financial advisor at Stifel with Series 63 and Series 65 licenses. He has experience in the financial industry spanning several roles since 2016, including positions at Regions Bank and Regions Mortgage. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Craig Torbett is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Johnson City, TN. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he is involved with Homes For Our Troops and participates in pro bono financial planning work to assist select veterans through the Financial Planning Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations alongside its broader advisory, brokerage, and insurance solutions.

Daniel Emmel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He offers a comprehensive approach to wealth management, focusing on understanding each client's family, financial situation, and priorities. By creating personalized strategies, Daniel aims to help clients pursue their long-term goals while adapting to changing market conditions. He provides access to Merrill’s investment insights and Bank of America's banking and lending solutions to address various aspects of clients’ financial lives. Daniel’s client focus areas include college education planning, divorce transition planning, institutional and corporate benefit services, and managing new wealth, among others. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from East Tennessee State University. In addition to his professional work, Daniel follows the Merrill tradition of community involvement and spends time volunteering with local organizations. His personal interests include reading, watching movies, and writing.

Darby Dickenson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2025, Darby has worked with FTB Advisors, Inc. since 2013 and First Tennessee Brokerage since 2003. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

John Kimmons is the Resident Director and Wealth Management Advisor, focusing on wealth and investment planning for clients in pre-retirement and retirement stages. He leads and oversees his team's operations within Merrill. John has experience assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. He provides access to Bank of America Private Bank's trust and estate planning services, credit, lending, and overall banking convenience. Additionally, he collaborates with clients' outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from East Tennessee State University and a High School Diploma from Lynchburg Christian Academy. John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, John enjoys baseball, hiking, music, spending time with his family, and traveling.

Megan Rogers is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Ntara and Kerr-Boswell, Inc. 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 and affiliated financial services, operating under a fiduciary standard with a large national network of advisors and branch offices.

Charles Carr II is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera and has previously worked at VOYA Financial Advisors. In addition to his advisory work, he owns a tax preparation business and operates as an independent insurance agent. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets under management.

Carol Cress is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following nine years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

David Paduch is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2004. He is based in Johnson City, TN, and holds a Series 66 designation. Outside of his advisory role, he is chairman of the board of directors for the Jeremiah School of Johnson City, a school for children with autism. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of advisory and capital markets services.

David Beerman is a Series 66-credentialed financial advisor with Edward Jones in Johnson City, TN, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Allergan Pharmaceuticals for sixteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Mitchell Tuell is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is an independent flight instructor and co-pilot, and he has been involved in medical device development through an engineering role. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fiduciary financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Allison Young is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2000, with her current role beginning in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Candice Chandley is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial and First Horizon Advisors in Johnson City, TN. She has worked at First Horizon Advisors since 2011 and joined LPL Financial in 2025. Candice also serves as a financial planner for First Horizon Bank. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios and strategies supported by research and technology tools.

Ralph Johnson Jr. is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2005 and was previously at Truist Investment Services from 2003 to 2005. He is also associated with Renasant Financial Services as a DBA. 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, model portfolios, third-party asset management, and institutional platforms, supported by a broad advisor network and various financial products.

James Sheets is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has been associated with LPL Financial since 2025 and concurrently with First Horizon since 2016. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Barry Jackson is a Series 66 licensed financial advisor with Edward Jones in Elizabethton, TN, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Richard Alexander II is a CFP®-designated financial advisor with 25 years of experience, all spent with Edward Jones since 2001. He is based in Elizabethton, TN, and holds the Series 63 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Dotson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including his current role at Wells Fargo Clearing since 2016. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Aaron Chesser is a financial advisor with LPL Financial based in Johnson City, TN. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at First Horizon Advisors, Principal Securities, Principal Life Insurance Company, Bank of America, and Merrill. 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, model portfolios, third-party asset management, and institutional platforms.

Lisa Mcgovern is a financial advisor at Merrill with 29 years of industry experience. She has held her current role since 1989, working exclusively with Merrill Lynch and its successor entities. She holds Series 63 and Series 66 designations. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.