Gregory Schuette Sr. is a CFP® professional with 40 years of industry experience, currently serving at Stifel since 2012. He is based in Johnson City, TN. Outside of his advisory role, he serves as a board member for Coalition for Kids, a nonprofit focused on the development of children academically, physically, spiritually, and socially. Stifel provides a range of brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Bryan Byrd is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Northwestern Mutual in various capacities from 2010 to 2020. Outside of his advisory role, he is an owner of two LLCs established in 2024. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements use firm-approved software and analytical tools to develop written recommendations, typically focusing on investment strategies rather than specific products, with implementation arranged separately.

David Evans is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at UBS, The Brew Spot, Lab Connect, and has teaching experience at Tusculum University and local schools. Outside of finance, he is involved in software development for small companies through contracting work. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured tools and modeling techniques, serving clients primarily in an advisory capacity.

Stacey Roberts is a financial advisor with Edward Jones in Kingsport, TN, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Benjamin Talley II is a CFP® and ChFC® with 13 years of experience in the financial services industry. He currently works at Cambridge Investment Research Advisors and previously held roles at LPL Financial and Northwestern Mutual. Outside of advising, he owns Talley Tax Services and serves on the board of CrushingIt.AI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies across multiple platform arrangements.

Mary Selden is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved with RKMJ, LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its financial planning process.

Daniel Parks is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles in banking, healthcare, and the hospitality industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Christine Cooper is a financial advisor with Morgan Stanley in Kingsport, Tennessee, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

William Parrott is a financial advisor with Raymond James & Associates in Kingsport, TN, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2018 and previously at JJB Hilliard W.L. Lyons LLC from 2015 to 2018. 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, and offers financial planning, investment consulting, and specialized municipal advisory services.

Gary Wright is a CFP®-designated financial advisor with Edward Jones in Kingsport, TN, where he has worked since 1988, accumulating 38 years of industry experience. He serves on the Pastor/Parish Committee at Morrison Chapel United Methodist Church in Kingsport. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Naegle is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has worked previously at Woodbury Financial Services, Commonwealth Financial Network, UBS Financial Services, and OSAIC. He also operates Crossbridge Wealth Management as a business entity within his LPL practice. 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, and institutional platforms.

Christopher Bulle is an Assistant Vice President and Financial Advisor with the Smith Conkin Dixon Wealth Management Group, recognized by Forbes in 2026 as a Top 5 Best-in-State Wealth Management Team in Tennessee. He focuses on delivering comprehensive financial stewardship tailored to high-net-worth individuals, families, and business owners, addressing the complexities inherent to significant wealth. His approach integrates Merrill's global investment platform with Bank of America's banking and liquidity solutions to create cohesive, fully integrated financial strategies. His professional expertise encompasses small business strategies, women and wealth, as well as sports and entertainment sectors. Christopher applies a 360-degree planning approach that aligns investments, balance-sheet strategies, liquidity, and long-term objectives. His career experiences include working in London, Washington, D.C., and New York City, providing him with a broad perspective on the needs of successful clients. Christopher holds a Bachelor's Degree from East Tennessee State University and is a Personal Investment Advisor (PIA). Additionally, he has served as a board member on the NEThub Advisory Board.

Carter Lawrence is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop customized wealth management plans tailored to clients' future goals. He joined Fidelity Investments in 2023 and has held roles including Financial Representative and Relationship Manager before assuming his current position in 2024. In his role, Carter focuses on helping clients plan for their financial futures by working as part of a wealth management team. His experience spans various aspects of client relationship management and financial representation, providing a foundation for his consulting work. Outside of his professional work, Carter enjoys cooking and baking, participating in family activities, playing football, and engaging with music and movies as an instrumentalist and enthusiast.

Gregory Weigand is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Banc of America Investment Services and A. G. Edwards & Sons. Outside of his advisory work, he is also an author and manages a personal business entity for tax and investment purposes. 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 services, utilizing various strategies and tools while supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

James Humphrey is a Financial Consultant at Fidelity Investments, where he partners with clients to create, implement, and continuously monitor customized financial plans designed to help them work towards their financial goals. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. His experience spans various aspects of financial consulting, with a focus on personalized financial planning and client relationship management. Outside of his professional career, James enjoys family activities, football, golf, and music.

David Tomita is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and affiliated firms since 2019. His prior experience includes roles at Widener Insurance Agency, Inc., City of Johnson City, and FTB Advisors, Inc. Outside of financial advising, he serves as Tennessee Alcoholic Beverage Commissioner and Washington County Commissioner. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jennifer Stanley is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Merrill Lynch, Northwestern Mutual Investment Services LLC, and Lance Franczyk. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

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.