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Christopher J

Series 66

Johnson City, TN

UBS Financial Services

Christopher Jenkins is a financial advisor with UBS Financial Services in Johnson City, TN. He holds a Series 66 designation and has 22 years of industry experience, including 23 years at UBS. Outside of his advisory role, he serves as Treasurer for The Club at Lake Harbor Homeowners Association and is a partner in B&B Homes, LLC, a homebuilding business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and capital market tools.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Richard H

CFP®, Series 63, Series 66

Johnson City, TN

Edward Jones

Richard Haney is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones since 2005 and is based in Johnson City, TN. Outside of his advisory role, he leases servers to a technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and fiduciary advisory services. The firm is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Inheritance planning Retired Founder/Business Owner Executive
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Tara F

CFP®, Series 63

Johnson City, TN

LPL Financial

Tara Findlay is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as an advisor at LPL Financial. She previously worked at First Horizon Advisors and First Tennessee Bank, gaining extensive experience in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by a large network of investment adviser representatives and a broad platform that includes strategic and tactical allocations, direct indexing, and alternative exposures.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Taylor G

Series 66

Blountville, TN

Edward Jones

Taylor Griffin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, following a prior role at GB Bristol. Outside of his advisory work, Griffin is a part owner of a manufacturing business and serves on the board and finance committee of educational nonprofit organizations in Bristol, Virginia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Thomas O

Series 63, Series 65

Johnson City, TN

LPL Financial

Thomas Osborne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent over two decades at First Tennessee Brokerage, Inc. In addition to his advisory work, Osborne pursues artistic and musical interests under the name Chonky Cat. 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 range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin W

Series 63, Series 66

Johnson City, TN

Ameriprise

Kevin White is a financial advisor with Ameriprise in Johnson City, TN, holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes positions at Ameriprise since 2020, TD Ameritrade from 2018 to 2020, and various roles at Regions Bank, Cetera, CWM, and LPL Financial prior to that. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mary R

Series 63, Series 66

Johnson City, TN

Edward Jones

Mary Raymer is a financial advisor with Edward Jones in Johnson City, TN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Eastman Credit Union, LPL Financial, and Franklin Templeton. Outside of advisory work, she manages rental property activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Divorce financial planning Planning for children with special needs Doctor or Medical Professional
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