Darby Dickenson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2025, Darby has worked with FTB Advisors, Inc. since 2013 and First Tennessee Brokerage since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Sara Witt is a financial advisor with Raymond James & Associates in Gray, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Raymond James & Associates since 2015, with a brief period working at Csenge Advisory Group and Lion Street Financial from 2018 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Howard Hunt is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He is based in Johnson City, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices while providing both discretionary and non-discretionary strategies under a fiduciary standard.

John Kimmons is the Resident Director and Wealth Management Advisor, focusing on wealth and investment planning for clients in pre-retirement and retirement stages. He leads and oversees his team's operations within Merrill. John has experience assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. He provides access to Bank of America Private Bank's trust and estate planning services, credit, lending, and overall banking convenience. Additionally, he collaborates with clients' outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from East Tennessee State University and a High School Diploma from Lynchburg Christian Academy. John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, John enjoys baseball, hiking, music, spending time with his family, and traveling.

Paula Delawder is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. She has six years of experience at Edward Jones and previously worked for six years at Ballad Health. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ethan Parsons is Vice President and Wealth Planner at Fidelity Investments, a role he assumed in 2024. He has been with Fidelity since 2006, progressing through positions including Client Service Representative, Investment Consultant, Financial Consultant, and now Vice President. Over his career, Ethan has focused on working with high-net-worth families to develop, implement, and maintain lifetime financial plans. Ethan's expertise lies in comprehensive financial planning aimed at helping clients manage stress related to investing and focus on their personal goals, dreams, and interests. His approach emphasizes stability and long-term planning, regardless of market conditions. Outside of his professional work, Ethan engages in family activities and enjoys outdoor adventures such as skiing and traveling. He also pursues photography and spends time at the lake.

Aaron Hoffman is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. His prior roles include positions at Woodbury Financial Services, Eastman Credit Union, and OSAIC. He is also a commissioned notary for the State of Tennessee. 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Megan Rogers is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Ntara and Kerr-Boswell, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard with a large national network of advisors and branch offices.

Matthew Renner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has spent the majority of his career with First Tennessee Brokerage, Inc. and First Tennessee Bank since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 advanced operational and research tools.

Carol Cress is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following nine years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

David Paduch is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2004. He is based in Johnson City, TN, and holds a Series 66 designation. Outside of his advisory role, he is chairman of the board of directors for the Jeremiah School of Johnson City, a school for children with autism. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of advisory and capital markets services.

David Reel Jr. is a financial advisor with Edward Jones in Greeneville, Tennessee, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Edward Jones in 2020, he was involved with the David Reel Insurance Agency and State Farm Vp Management Corp. from 2009 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Beerman is a Series 66-credentialed financial advisor with Edward Jones in Johnson City, TN, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Allergan Pharmaceuticals for sixteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Mitchell Tuell is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is an independent flight instructor and co-pilot, and he has been involved in medical device development through an engineering role. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fiduciary financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Allison Young is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2000, with her current role beginning in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Candice Chandley is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial and First Horizon Advisors in Johnson City, TN. She has worked at First Horizon Advisors since 2011 and joined LPL Financial in 2025. Candice also serves as a financial planner for First Horizon Bank. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios and strategies supported by research and technology tools.

Ralph Johnson Jr. is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2005 and was previously at Truist Investment Services from 2003 to 2005. He is also associated with Renasant Financial Services as a DBA. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad advisor network and various financial products.

Daniel Hunt is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously served in the United States Army for eight years. Outside of his advisory role, he works as an affiliate broker in real estate with Berkshire Hathaway HomeServices Greg Cox Real Estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

David Dau is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns commercial rental properties in Gray and Johnson City, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

James Sheets is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has been associated with LPL Financial since 2025 and concurrently with First Horizon since 2016. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.