J Albano is a financial advisor at Raymond James Financial Services Advisors, Inc. with 30 years of industry experience and holds a Series 65 designation. His prior roles include positions at Proffitt and Associates, Lawhorn CPA Group, Verus Financial Partners, and his own firm, Albano & Associates, PLC. Outside of advising, he owns an accounting practice, J. Michael Albano CPA, where he prepares tax returns and assists with accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using detailed risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Jepson is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with LPL Financial in Bristol, TN, and has held roles at First Horizon Bank and various related entities since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Deborah Vecchio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Peter Miller is a financial advisor with LPL Financial in Bristol, TN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at A. G. Edwards & Sons, Inc. from 1999 to 2002. 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 management services, utilizing a network of investment adviser representatives and various model portfolios, third-party subadvisors, and customized strategies.

Billy Gobble is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and three years of industry experience. He has held positions at Cambridge Investment Research and Concord Wealth Partners prior to joining Edward Jones. Outside of his advisory work, Gobble serves as the head baseball coach for Washington County Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices.

David Lamie is a CFP® professional affiliated with LPL Financial, with 44 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Sovereign Financial Services, LLC, and United Southeast FCU. He also manages an insurance agency alongside his advisory work. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Matthew Trivett is a CFP® and ChFC® professional with 24 years of industry experience. He is currently with LPL Financial and has worked previously at Northwestern Mutual, Securities America, and his own firm, Trivett Wealth Management, LLC. Outside of his advisory work, he writes a newspaper column unrelated to investments. 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 management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

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.

Jonathan Street is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 license and having 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing multiple rental properties across Tennessee. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.