Casey Middleton is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 10 years and OSAIC for one year. 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 portfolios, third-party asset management access, and institutional platforms.

Stacey Jones is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and methodologies to support its financial planning services.

James Richardson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has worked at LPL Financial since 2015 and previously at OSAIC Institutions, Inc. and Uvest Financial Services Group, Inc. He is also the owner of Bulwill, LLC, which developed office space in Johnson City, TN. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management delivered by investment adviser representatives using a range of strategic and tactical investment options.

Jeffery Ledford is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Dex Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Conkin is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in education for several years at Sullivan County Schools, Kingsport City Schools, and Tusculum University. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Erik Heller is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Kingsport City Schools for ten years. He serves on the Endowments Committee at First Baptist Church Kingsport, where he assists with investment decisions and asset allocation. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Sawyer Sams is a financial advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. He and his team focus on developing personalized wealth strategies that leverage Merrill's investment and planning resources along with Bank of America's banking and lending capabilities. Their services encompass family wealth management, legacy planning, retirement planning, philanthropic planning, and portfolio management for clients across multiple states. Before joining Merrill, Sawyer gained experience at a smaller wealth and investment management firm in Charlotte, NC, where he led the investment committee and managed asset allocation and trading activities. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Sawyer graduated from Furman University with a bachelor's degree in economics. Sawyer resides in Johnson City, TN, and is active in his community through involvement with First Christian Church and the Milligan University CFA Research Team. Outside of work, he enjoys basketball, cooking, football, pickleball, and spending time with his family.

Roger Goin is a financial advisor with Ameriprise in Kingsport, TN, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Ameriprise Financial Services since 2005, including his current role at Ameriprise starting in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Crystal Bright is a Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2004, she has focused on developing and analyzing portfolio strategies and identifying specialized opportunities to build customized portfolios. She is responsible for investment analysis and recommendations serving more than 400 families and businesses. Crystal also manages trust and philanthropic planning for clients, supporting charitable and community growth by integrating this planning into client investments. She holds a Bachelor's Degree and a Master of Business Administration from East Tennessee State University. Crystal has earned the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) professional designations. Crystal is involved in her community, volunteering with Girls Inc. of Johnson City/Washington County. Her personal interests include boating, fishing, golfing, reading, running, spending time with family, traveling, and watching movies.

Karl Smith is a Wealth Management Advisor specializing in wealth management strategies and business retirement services. He supports clients in defining their long-term financial goals and focuses on coordinating growth planning, events, and client experience within his team. Karl has expertise in areas such as divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, individual and corporate investment strategy, tax minimization, retirement income, and services for endowments, foundations, and non-profits. His professional designations include Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree from King College. Karl’s line of business is Merrill Lynch Wealth Management. His personal interests include boating, fishing, gardening, golfing, hunting, reading, spending time with family, and woodworking.

Alvin Gills III is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Pasadena. He has been serving in the financial services industry since 1994 and has been with Merrill Lynch since 1998. Alvin holds a Bachelor's degree in Business Management with a minor in Finance from Christopher Newport University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Alvin works with individuals, families, and business owners at all stages of the business cycle, assisting with various financial areas including retirement planning, portfolio management, tax minimization, and employee benefits planning. He takes a long-term and personalized approach by evaluating each client's unique financial needs and risk tolerance, aiming to provide thoughtful guidance tailored to their current situations and aspirations. Outside of his professional work, Alvin is a retired Head Varsity Softball Coach at Arcadia High School. He enjoys spending time with his family and engaging in outdoor activities such as fishing and working around his property.

Ethan Godsey is a Financial Consultant at Fidelity, a position he has held since 2026. Prior to this role, he worked as an Investment Consultant at Fidelity from 2024 to 2026 and briefly served as a Financial Representative there in 2024. Before joining Fidelity, Ethan was an Associate Advisor at WorthWhile Wealth Council from 2021 to 2024. Ethan holds a California Insurance License, which supports his work in financial consulting and investment advising. His approach centers on understanding clients' financial goals and exploring how Fidelity's resources can assist in achieving them. Outside of his professional work, Ethan has personal interests that include football, golf, spending time at the lake, movies, and pets.

Chris Fields is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Hungate Business Services, BrightSpeed, AT&T, Verizon, and the Bristol Chamber of Commerce. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios and serves as a registered investment adviser to multiple funds, utilizing systematic methodologies and oversight controls.

Sonya Hensley is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Wells Fargo entities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Trevor Smith is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Co and MML Investors Services, LLC since 2025. Outside of his advisory role, he has been active in community organizations, serving at First Broad Street United Methodist Church since 2018 and previously at Central United Methodist Church. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Philip Mcfarlane Sr. is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. He has been with Merrill since 2000 and Bank of America since 2009. Outside of advising, he co-owns a real estate rental business with his brother. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Houston is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2014. Houston serves on the Washington County Community Foundation Advisory Board. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Hobbs is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 65 credentials and 26 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 serves as a trustee for a family investment arrangement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexander Swatzell is a CFP® professional at UBS Financial Services with eight years of industry experience. Prior to joining UBS in 2023, he spent 16 years at Marmo Financial Group, LLC. Outside of his advisory role, he serves on the finance committee of Southern Appalachian Ronald McDonald House Charities and is treasurer for the Johnson City National Major Little League board, alongside officiating high school and college basketball games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Bryan Henderson is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services and Merrill. He operates Crossbridge Wealth Management as a business activity associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.