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 with one year of industry experience. She holds the Series 66 designation and has a background that includes nearly three decades with the Lodi Police Department and teaching as an adjunct professor at Beal University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Appalachian Community Credit Union. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing financial planning engagements using firm-approved software and offers specialized event-driven services such as divorce planning and estate settlement.

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.