Sheila Garber is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Mitchell Tuell is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he is an independent flight instructor and co-pilot, and he has been involved in medical device development through an engineering role. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fiduciary financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Allison Young is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2000, with her current role beginning in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Luke Elders is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, retirement planning, portfolio management, and investment strategy for individuals and small businesses. His approach focuses on creating personalized financial strategies tailored to clients' unique goals and circumstances. Luke holds a Bachelor's degree from Washington University in Saint Louis and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He emphasizes clear, one-on-one collaboration with clients to develop flexible and comprehensive wealth management plans. In addition to his advisory role, Luke is committed to community involvement, dedicating time to volunteer with local organizations. This engagement aligns with the Merrill tradition of serving the communities where advisors live and work.

Amy Edwards is a CFP® with 24 years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Bank of Tennessee (LPL), Valic, and Securities Service Network. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Candice Chandley is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial and First Horizon Advisors in Johnson City, TN. She has worked at First Horizon Advisors since 2011 and joined LPL Financial in 2025. Candice also serves as a financial planner for First Horizon Bank. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios and strategies supported by research and technology tools.

Laura Campbell is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at multiple firms including Clearwell Advisors, Wells Fargo Clearing Services, Captrust Financial Advisors, and Wells Fargo Advisors Financial Network. Campbell is based in Kingsport, Tennessee. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Daniel Hunt is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously served in the United States Army for eight years. Outside of his advisory role, he works as an affiliate broker in real estate with Berkshire Hathaway HomeServices Greg Cox Real Estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

David Dau is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns commercial rental properties in Gray and Johnson City, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

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.

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.

John Davison is a financial advisor with Raymond James & Associates in Kingsport, Tennessee. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 13 years with his current firm. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

Kevin Barham is a financial advisor at Edward Jones in Kingsport, TN, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked for Eastman Chemical Company for ten years. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joanne Bear is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with LPL Financial for a total of 17 years, including two separate tenures, and worked previously at Fifth Third Securities and IFMG Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.