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.

Barry Jackson is a Series 66 licensed financial advisor with Edward Jones in Elizabethton, TN, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-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 strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Richard Alexander II is a CFP®-designated financial advisor with 25 years of experience, all spent with Edward Jones since 2001. He is based in Elizabethton, TN, and holds the Series 63 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Dotson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Aaron Chesser is a financial advisor with LPL Financial based in Johnson City, TN. He holds the Series 66 designation and has 11 years of industry experience. His prior 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 serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with First Tennessee Brokerage, Inc. since 1998 and Ftb Advisors, Inc. since 2013. 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 portfolio programs, and access to third-party asset management, supported by advanced operational tools.

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.

George Stanley is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has worked with several firms, including Woodbury Financial Services and CrossBridge Wealth Management. 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. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

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 12 years of experience at the firm and holds a Series 66 designation. She is based in Johnson City, TN. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cindy Thurlow is a Series 66 licensed financial advisor with Edward Jones in Johnson City, TN, where she has worked since 2010. She has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting a nationwide network of over 23,000 financial advisors.

Gerald Malchak is a financial advisor with Wells Fargo Clearing in Johnson City, TN, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds multiple powers of attorney for family members related to investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Richard Hobbs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Arnold Abel Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as a board member for Orphan Grain Train and the Lutheran Mission Society, both organizations focused on charitable efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with managed-account options while maintaining separate service structures.

Amanda Wilmot is a financial advisor at Ameriprise in Johnson City, TN, holding a Series 66 designation with two years of industry experience. She previously worked for seven years at Coldwell Banker Security Real Estate. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.