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.

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 Tomita is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2019. His prior experience includes roles at Widener Insurance Agency, Inc., City of Johnson City, and FTB Advisors, Inc. Outside of financial advising, he serves as Tennessee Alcoholic Beverage Commissioner and Washington County Commissioner. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jennifer Stanley is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Merrill Lynch, Northwestern Mutual Investment Services LLC, and Lance Franczyk. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

David Mccain is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services INC, Commonwealth Financial Network, and UBS Financial Services. Outside of his advisory role, he is involved with Crossbridge Wealth Management and CWM Partners, including activities related to non-variable insurance and real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Rash is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served nine years in the United States Air Force and nine years in the Alaska Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Jonathan Coward is a financial advisor with Edward Jones in Johnson City, TN. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Gretchen Sanders is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014 and has concurrently worked with Bank of America, N.A. since 2018. 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 individuals, high-net-worth clients, and various institutions, with a focus on strategic asset allocation and tax-aware options.

Rebecca Frazier is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2010. She specializes in growing and preserving wealth for individuals, families, and business owners, focusing on areas such as college education planning, family wealth management strategies, retirement income, and socially responsible investing. Rebecca emphasizes integrity, honesty, and professionalism in managing her practice, aiming to help clients achieve both their financial and personal goals. Rebecca began her career in the financial services industry in 1991. She holds a Bachelor of Business Administration with an emphasis in marketing from East Tennessee State University (1991) and a Master’s in Business Administration with an emphasis in finance from King University (2014). Her professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Consultant® (ChFC) designation, and Chartered Life Underwriter® (CLU) designation. She has been recognized multiple times by Forbes as one of America’s Top Women Wealth Advisors and included on the Forbes Best-in-State Wealth Advisors list for Tennessee. Additionally, she was named to the 2024 Forbes Best-in-State Wealth Management Teams list as part of The Frazier Group. Rebecca is involved with Therapy Dogs International and resides in Jonesborough, Tennessee with her husband, Tom, and their daughter, Alexandra, who is also part of her advisory team. Outside of work, she enjoys biking, cooking, gardening, hiking, music, running, swimming, traveling, yoga, and spending time with her family.

David Bowen is a financial advisor with Ameriprise in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-focused strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Benjamin Marshall is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and having four years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society, and has additional work experience in retail at Hibbett Sporting Goods. 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 broad client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Boatright is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he works as a youth soccer referee in the Kingsport and Nashville, Tennessee areas. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Anthony Tevis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Anthony worked as a Financial Advisor at Stifel, Nicolaus & Company, Incorporated from 2012 to 2013 and at Wells Fargo Advisors, LLC from 2009 to 2012. Anthony focuses on understanding the unique needs and concerns of each client to develop tailored strategies. His approach addresses goals related to protecting savings, generating income, managing risk, tax-efficient investments, and wealth transfer. He aims to help clients replace worry with a comprehensive financial plan. No information on education, credentials, personal interests, or community involvement was provided.

Edwin Cox is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Prior to his current role starting in 2020, he worked at James River Advisory, Inc. from 2016 to 2020. Outside of advising, he owns a small hobby farm and a business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary model strategies.

Joshua Stevenson is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their needs. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. Throughout his tenure at Fidelity, Joshua has gained experience in various aspects of financial planning and client relationship management. His approach focuses on partnering with clients to create financial strategies they find both reliable and comfortable. Outside of his professional life, Joshua enjoys baseball, football, family activities, and exploring culinary experiences.

Kimberly Bailey is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 1999, also holding a position with Bank of America since 2011. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Hardin is a financial advisor with Raymond James & Associates in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes long tenures at First Tennessee Bank and related brokerage firms from 1996 to 2023, followed by his current role at Raymond James since 2023. 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, and municipal entities, offering financial planning and advisory services characterized by tailored, non-discretionary investment consulting supported by extensive research and portfolio management options.

Travis Baldridge is a financial advisor at LPL Financial with 23 years of industry experience. He previously worked at Woodbury Financial Services for 21 years and at OSAIC for one year. His credentials include Series 63 and Series 65 licenses. 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 access to third-party asset management, utilizing model portfolios and customized strategies.

Noah Filson is a financial advisor at Morgan Stanley in Kingsport, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Aldi for five years and has held various roles including at East Tennessee State University and Rockingham Marina. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Frances Hamby is a financial advisor with Raymond James & Associates in Kingsport, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.