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.

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.

Frank Luton is a financial advisor with Merrill based in Johnson City, TN. He holds Series 63 and Series 65 licenses and has professional experience spanning roles at Bank of America, Financial Insurance Group Benefits, Beacon Financial Credit Union, and The Hilb Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Ferguson is a financial advisor with OSAIC based in Johnson City, TN. He holds the ChFC® designation and has 11 years of industry experience, including prior roles at Securities America Advisors, Inc. and Northwestern Mutual. Outside of financial advising, he is the owner of ENF Building Group, a residential construction business focusing on new builds and renovations. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm’s advisers utilize asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Leigh Galloway is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to its clients.

Rebecca Hyatt is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 credentials and has prior work experience including four years at Stifel and roles in law, real estate, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Kelly Boisvert is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at related firms including Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Matthew Potter is a financial advisor with over eight years of experience, currently serving clients at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. Matthew works with clients across several states such as Tennessee, Texas, Virginia, Florida, North Carolina, South Carolina, Kentucky, and New York. Matthew earned a bachelor's degree in political science from East Tennessee State University. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which he earned in 2024, and the Personal Investment Advisor (PIA) designation. He is also a member of the Sigma Alpha Epsilon professional organization. In addition to his professional work, Matthew is involved with community organizations including the Children's Miracle Network and Second Harvest Food Bank. He conducts seminars and workshops to promote financial literacy and help individuals understand the importance of financial planning. Outside of work, he enjoys basketball, fishing, football, golfing, reading, running, swimming, traveling, and spending time with his family.

William Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Woodbury Financial Services and Crossbridge Wealth Management for 16 years. Outside of his advisory work, he is involved as a band member at Harvest Community Church in Kingsport, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a broad network.

Wendy Hallswift is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has held positions at Wells Fargo Advisors, LLC from 2003 to 2016 before joining Wells Fargo Clearing in 2016. She holds Series 63, Series 65, and Series 66 designations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Laura Upham is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She has worked with firms including First Horizon Advisors and FTB Advisors, Inc., and has prior experience at SunTrust Bank and Evergreen of Johnson City. Outside of advisory work, she was a homemaker for eight years before beginning her financial services career. 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 portfolio programs, third-party asset management, and institutional platforms, supported by both proprietary and third-party investment strategies.

Christopher Jenkins is a financial advisor with UBS Financial Services in Johnson City, TN. He holds a Series 66 designation and has 22 years of industry experience, including 23 years at UBS. Outside of his advisory role, he serves as Treasurer for The Club at Lake Harbor Homeowners Association and is a partner in B&B Homes, LLC, a homebuilding business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and capital market tools.

Lindsey Higgins is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2012, initially serving as a Financial Consultant until 2024. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Raymond James in 2012 and held roles at Edward Jones from 1995 to 2011, progressing from Branch Assistant to Financial Consultant. With over 25 years of experience in the financial industry, Lindsey specializes in wealth planning and helping clients achieve their financial goals. She leverages Fidelity's technology and investment platform to create and execute personalized financial plans for her clients and their families.

Richard Haney is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones since 2005 and is based in Johnson City, TN. Outside of his advisory role, he leases servers to a technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and fiduciary advisory services. The firm is notable for its extensive network of advisors and branches, as well as its affiliated mutual funds and trust services.

Tara Findlay is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as an advisor at LPL Financial. She previously worked at First Horizon Advisors and First Tennessee Bank, gaining extensive experience in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by a large network of investment adviser representatives and a broad platform that includes strategic and tactical allocations, direct indexing, and alternative exposures.

Thomas Osborne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent over two decades at First Tennessee Brokerage, Inc. In addition to his advisory work, Osborne pursues artistic and musical interests under the name Chonky Cat. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

Kevin White is a financial advisor with Ameriprise in Johnson City, TN, holding Series 63 and Series 66 credentials and 14 years of industry experience. His work history includes positions at Ameriprise since 2020, TD Ameritrade from 2018 to 2020, and various roles at Regions Bank, Cetera, CWM, and LPL Financial prior to that. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Bentley is a financial advisor with Mass Mutual Investors Services in Johnson City, TN, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Appalachian Community Credit Union. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved analytical tools and offers specialized planning services including divorce planning and estate-settlement programs.