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.

Angela Ganger is a financial advisor at Stifel with 21 years of industry experience. She has held her current position since 2012. Angela holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Jeffrey Anderson is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. Anderson serves on the University of Tennessee Washington County Alumni Chapter Board, the East Tennessee State University College of Business and Technology Dean's Executive Council, and the advisory board of the Southern Appalachian Ronald McDonald House Charities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sarah Newman is a Financial Consultant at Fidelity Investments. She partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. Sarah has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has developed expertise in comprehensive financial planning and client relationship management. Sarah's approach focuses on understanding individual client needs to deliver personalized financial solutions. Outside of her professional work, Sarah enjoys spending time with her family, engaging in activities such as gardening, reading, playing board games, and visiting the beach.

Tia Peace is a financial advisor with UBS Financial Services in Johnson City, TN. She holds the Series 66 designation and has eight years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Chad Rutherford is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2014 to 2015.

William Campbell Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial since 2011, based in Bristol, 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 financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Linda Barr is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and is based in Johnson City, TN. Barr has been with UBS Financial Services since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brackton Smith is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Eastman Credit Union. Outside of his advisory role, he owns Spring Street Sandwich Company in Johnson City, TN. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Robert Simis is a financial advisor with Edward Jones in Bristol, VA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he has been actively involved with the Paramount Center for the Arts as a board member, past president, and president of the board, and currently serves as chair of the Overmountain District Boy Scouts of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

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.