Justin Hissong is a Series 66-registered financial advisor with Raymond James & Associates, bringing 14 years of industry experience. He has held positions at several firms including Truist Advisory Services, BB&T Securities, and PNC Investments. Outside of advising, he owns and operates Earthland Excavation LLC, where he performs excavation and site preparation work. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Larissa Kincer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at U.S. Bank and HomeTrust Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network as well as its integrated trust, mutual fund, and lending capabilities.

Yvette Bryan is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with First Tennessee Brokerage, Inc. since 1998 and Ftb Advisors, Inc. since 2013. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Bryan Hawk is a CFP® with 24 years of experience in the financial industry and has been with Edward Jones since 2001. He serves on the advisory board of Ribbons Physical Therapy, LLC, assisting with strategic guidance. Edward Jones is a full-service wealth management firm supporting over four million clients with a range of advisory programs and a large nationwide network of financial advisors and branches.

Tangneka Smith is a financial advisor at Merrill with 12 years of experience at the firm and holds a Series 66 designation. She is based in Johnson City, TN. 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, pension plans, corporations, and charitable organizations.

Gerald Malchak is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds multiple powers of attorney for family members related to investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Richard Hobbs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Arnold Abel Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as a board member for Orphan Grain Train and the Lutheran Mission Society, both organizations focused on charitable efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account options while maintaining separate service structures.

Amanda Wilmot is a financial advisor at Ameriprise in Johnson City, TN, holding a Series 66 designation with two years of industry experience. She previously worked for seven years at Coldwell Banker Security Real Estate. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jason Conkin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1994 and serves as a Senior Portfolio Manager in the Merrill Investment Advisory Program. In this role, Jason builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He also has the capability to manage client assets on a discretionary basis and collaborates with other Merrill Advisors to extend his strategies to their clients. Jason focuses on helping clients navigate significant transition events such as retirement, inheritance, or business sales, while also coordinating with clients’ attorneys, accountants, and other advisors to align financial and legacy strategies. Jason holds a Bachelor's Degree from East Tennessee State University and maintains professional designations including Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®). His client focus areas include corporate executive services, education planning, endowment and nonprofit services, legacy planning, retirement planning and income, philanthropic planning, portfolio management, and tax minimization. Outside of his professional work, Jason resides in Jonesborough, Tennessee, with his wife Becky and their two sons. The family is actively involved in their community and supports Central Baptist Church of Johnson City. Jason’s personal interests include baseball, basketball, boating, football, golfing, hiking, and reading.

Amy Murray is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2015, based in Hampton, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Uril Peterson is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Wells Fargo since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Pamela Rathbun is a Series 66-credentialed advisor with Thrivent Investment Management, bringing four years of industry experience. She has been with Thrivent and its related entities since 2020, following a seven-year tenure at Sheffield Pharmaceuticals. Outside of her advisory role, Rathbun serves as president of the Elizabethton Lion’s Club, an international volunteer organization focused on humanitarian services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account options and emphasizes periodic plan reviews while maintaining distinct planning and investment services.

Nelson Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. Castro also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering structured, collaborative planning engagements to address a range of client goals.

Frank Luton is a financial advisor with Merrill based in Johnson City, TN. He holds Series 63 and Series 65 licenses and has professional experience spanning roles at Bank of America, Financial Insurance Group Benefits, Beacon Financial Credit Union, and The Hilb Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Ferguson is a financial advisor with OSAIC based in Johnson City, TN. He holds the ChFC® designation and has 11 years of industry experience, including prior roles at Securities America Advisors, Inc. and Northwestern Mutual. Outside of financial advising, he is the owner of ENF Building Group, a residential construction business focusing on new builds and renovations. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm’s advisers utilize asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Leigh Galloway is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to its clients.

Matthew Potter is a financial advisor with over eight years of experience, currently serving clients at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. Matthew works with clients across several states such as Tennessee, Texas, Virginia, Florida, North Carolina, South Carolina, Kentucky, and New York. Matthew earned a bachelor's degree in political science from East Tennessee State University. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which he earned in 2024, and the Personal Investment Advisor (PIA) designation. He is also a member of the Sigma Alpha Epsilon professional organization. In addition to his professional work, Matthew is involved with community organizations including the Children's Miracle Network and Second Harvest Food Bank. He conducts seminars and workshops to promote financial literacy and help individuals understand the importance of financial planning. Outside of work, he enjoys basketball, fishing, football, golfing, reading, running, swimming, traveling, and spending time with his family.

Wendy Hallswift is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2003 to 2016 before joining Wells Fargo Clearing in 2016. She holds Series 63, Series 65, and Series 66 designations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Laura Upham is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She has worked with firms including First Horizon Advisors and FTB Advisors, Inc., and has prior experience at SunTrust Bank and Evergreen of Johnson City. Outside of advisory work, she was a homemaker for eight years before beginning her financial services career. 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 portfolio programs, third-party asset management, and institutional platforms, supported by both proprietary and third-party investment strategies.