Thomas Dotson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at A. G. Edwards & Sons, Inc. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Aaron Chesser is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 license and bringing 11 years of industry experience. His previous roles include positions at First Horizon Advisors, Principal Securities, Principal Life Insurance Company, Bank of America, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, employing model portfolios, third-party subadvisors, and customized strategies.

Lisa Mcgovern is a financial advisor at Merrill with 29 years of industry experience. She has held her current role since 1989, working exclusively with Merrill Lynch and its successor entities. She holds Series 63 and Series 66 designations. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Dennis is a Planning Consultant at Fidelity Investments, where he collaborates as part of the Wealth Management Team to support clients' financial planning needs. He partners with Financial Consultants to address and manage various aspects of clients' financial situations. Jake has held multiple roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Brokerage Operations Specialist, Retirement Representative, and Customer Relationship Associate. This progression reflects his broad experience within the company and his familiarity with different facets of financial services. No additional information regarding Jake's education, credentials, personal interests, or community involvement has been provided.

Justin Hissong is a Series 66-registered financial advisor with Raymond James & Associates, bringing 14 years of industry experience. He has held positions at several firms including Truist Advisory Services, BB&T Securities, and PNC Investments. Outside of advising, he owns and operates Earthland Excavation LLC, where he performs excavation and site preparation work. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Larissa Kincer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at U.S. Bank and HomeTrust Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor and branch network as well as its integrated trust, mutual fund, and lending capabilities.

Yvette Bryan is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at First Tennessee Brokerage, Inc. since 1998. She briefly worked at Ftb Advisors, Inc. in 2013 before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its offerings include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Chris Millburn is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2019, overseeing branch operations and fostering a collaborative and inclusive work environment to support both associates and clients. Chris has been with Fidelity Investments since 1993, progressing through various positions including Vice President of Portfolio Advisory Services, Senior Director of Service, and Director roles within Portfolio Advisory Services and Active Trader Services. His extensive experience spans portfolio advisory, active trader services, brokerage management, and client service. Outside of his professional life, Chris enjoys outdoor activities such as camping, fishing, hiking, skiing, and traveling.

Cullen Cusack is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and Citizens Bank since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals.

Bryan Hawk is a CFP® with 24 years of experience in the financial industry and has been with Edward Jones since 2001. He serves on the advisory board of Ribbons Physical Therapy, LLC, assisting with strategic guidance. Edward Jones is a full-service wealth management firm supporting over four million clients with a range of advisory programs and a large nationwide network of financial advisors and branches.

Tangneka Smith is a financial advisor at Merrill with a Series 66 designation and 1 year of industry experience. She has been with Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Frank Tinsley is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advice and services to clients, helping them manage their wealth and financial planning needs. Specific details about his experience, areas of expertise, education, credentials, personal interests, and community involvement have not been provided.

Gerald Malchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for several family members in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Richard Hobbs is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wachovia Securities, Inc. from 2000 to 2002 and has been with Wells Fargo Clearing since 2016. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amanda Wilmot is a Series 66 licensed advisor with Ameriprise in Johnson City, TN, and has three years of experience in the financial industry. Prior to joining Ameriprise in 2023, she worked for seven years with Coldwell Banker Security Real Estate. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jason Conkin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1994 and serves as a Senior Portfolio Manager in the Merrill Investment Advisory Program. In this role, Jason builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He also has the capability to manage client assets on a discretionary basis and collaborates with other Merrill Advisors to extend his strategies to their clients. Jason focuses on helping clients navigate significant transition events such as retirement, inheritance, or business sales, while also coordinating with clients’ attorneys, accountants, and other advisors to align financial and legacy strategies. Jason holds a Bachelor's Degree from East Tennessee State University and maintains professional designations including Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®). His client focus areas include corporate executive services, education planning, endowment and nonprofit services, legacy planning, retirement planning and income, philanthropic planning, portfolio management, and tax minimization. Outside of his professional work, Jason resides in Jonesborough, Tennessee, with his wife Becky and their two sons. The family is actively involved in their community and supports Central Baptist Church of Johnson City. Jason’s personal interests include baseball, basketball, boating, football, golfing, hiking, and reading.

Katie Sikkenga is a Planning Consultant at Fidelity Investments, where she has been working since 2026. She specializes in developing personalized financial planning strategies that align with clients' unique goals and priorities, focusing on supporting their vision for retirement. Prior to her current role, Katie served as a Life Events Consultant III at Fidelity Investments from 2021 to 2026. In this capacity, she gained experience assisting clients through significant life changes and providing tailored financial guidance. Outside of her professional work, Katie enjoys reading and traveling.

Amy Murray is a Series 66 licensed financial advisor with Edward Jones, based in Hampton, TN. She has nine years of industry experience, all with Edward Jones, where she has worked since 2015. 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 nationwide network of financial advisors and branch offices.

Uril Peterson is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Wells Fargo since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Merritt is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He is currently affiliated with Edward Jones and has worked at Wells Fargo Advisors, LLC from 2015 to the present. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 financial advisors.