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.

Diego Iglesias is a CFP® and Series 66 accredited financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is involved in residential real estate investing, focusing on buying, renovating, and selling properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brandon Linton is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the finance committee of First Christian Church and is a member of the Washington County committee for the Ballad Health Foundation, which allocates funds raised to support the local hospital system. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and integrated capital markets services.

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.

Derek Brown is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at FTB Advisors and Scottrade, Inc. Brown is based in Johnson City, TN. 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.

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.

David B. Arnold is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a proprietor of a real estate private investment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of financial products.

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.

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.

Michelle Hill is a financial advisor at Stifel with 24 years of industry experience. She has been with Stifel since 2012 and holds a Series 63 designation. In addition to her advisory role, she works in retail customer service at a clothing store and is a notary public. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Joseph Holifield is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is a board member and treasurer for the Ronald McDonald House of Southern Appalachia in Johnson City, TN. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

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.

Andrew Mumpower is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior experience includes roles at Bank of Tennessee, Cetera Investment Services, Regions Bank, Bank of America, Merrill Lynch, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies and technology tools.

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.