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.

David Semersky is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, he provides bookkeeping and tax preparation services through a separate accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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.

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.

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.

Jonathan Street is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 license and having 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing multiple rental properties across Tennessee. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

David B. Arnold is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a proprietor of a real estate private investment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of financial products.

Gretchen Sanders is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014 and has concurrently worked with Bank of America, N.A. since 2018. 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, and various institutions, with a focus on strategic asset allocation and tax-aware options.

Rebecca Frazier is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2010. She specializes in growing and preserving wealth for individuals, families, and business owners, focusing on areas such as college education planning, family wealth management strategies, retirement income, and socially responsible investing. Rebecca emphasizes integrity, honesty, and professionalism in managing her practice, aiming to help clients achieve both their financial and personal goals. Rebecca began her career in the financial services industry in 1991. She holds a Bachelor of Business Administration with an emphasis in marketing from East Tennessee State University (1991) and a Master’s in Business Administration with an emphasis in finance from King University (2014). Her professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Consultant® (ChFC) designation, and Chartered Life Underwriter® (CLU) designation. She has been recognized multiple times by Forbes as one of America’s Top Women Wealth Advisors and included on the Forbes Best-in-State Wealth Advisors list for Tennessee. Additionally, she was named to the 2024 Forbes Best-in-State Wealth Management Teams list as part of The Frazier Group. Rebecca is involved with Therapy Dogs International and resides in Jonesborough, Tennessee with her husband, Tom, and their daughter, Alexandra, who is also part of her advisory team. Outside of work, she enjoys biking, cooking, gardening, hiking, music, running, swimming, traveling, yoga, and spending time with her family.

David Bowen is a financial advisor with Ameriprise in Kingsport, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-focused strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.