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.

Paul Jepson is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with LPL Financial in Bristol, TN, and has held roles at First Horizon Bank and various related entities since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

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.

James Rash is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served nine years in the United States Air Force and nine years in the Alaska Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Peter Miller is a financial advisor with LPL Financial in Bristol, TN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at A. G. Edwards & Sons, Inc. from 1999 to 2002. 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, utilizing a network of investment adviser representatives and various model portfolios, third-party subadvisors, and customized strategies.

Billy Gobble is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and three years of industry experience. He has held positions at Cambridge Investment Research and Concord Wealth Partners prior to joining Edward Jones. Outside of his advisory work, Gobble serves as the head baseball coach for Washington County Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of financial advisors and branch offices.

Brandon Linton is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the finance committee of First Christian Church and is a member of the Washington County committee for the Ballad Health Foundation, which allocates funds raised to support the local hospital system. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and integrated capital markets services.

David Lamie is a CFP® professional affiliated with LPL Financial, with 44 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Sovereign Financial Services, LLC, and United Southeast FCU. He also manages an insurance agency alongside his advisory work. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Matthew Trivett is a CFP® and ChFC® professional with 24 years of industry experience. He is currently with LPL Financial and has worked previously at Northwestern Mutual, Securities America, and his own firm, Trivett Wealth Management, LLC. Outside of his advisory work, he writes a newspaper column unrelated to investments. 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 solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Derek Brown is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at FTB Advisors and Scottrade, Inc. Brown is based in Johnson City, 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Coward is a financial advisor with Edward Jones in Johnson City, TN. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.