Larry Grogan is the principal of GROGAN Advisory Services, LLC, an independent advisory firm based in Johnson City, TN. He holds the Series 66 designation and has 26 years of industry experience, including 23 years with his current firm. Outside of his advisory work, he is an author, public speaker, and founder of a mental-health nonprofit. GROGAN Advisory Services primarily serves individual clients, including many high-net-worth individuals, as well as businesses, charities, and small pension plans. The firm provides wealth management services with a conservative investment approach, utilizing fundamental analysis and third-party research, and coordinates with specialist managers for alternative investments when appropriate.

Benjamin Edwards is a financial advisor at W.B. Edwards & Co. He holds a Series 65 designation and has been with the firm since 2026. Prior to this, he has managed the Tennessee Lawn Company since 2015. W.B. Edwards & Co. is an independent investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm combines fundamental, quantitative, and technical analysis across various investment strategies and also provides corporate advisory, public finance, treasury management, and research/valuation work.

Matthew Albritton is a financial advisor at Valor Financial Planning in Johnson City, TN, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Ferguson Wealth Management and American Values Investments. Valor Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients, as well as charitable organizations and businesses. The firm emphasizes long-term, passive portfolio construction with a focus on asset allocation and low-cost mutual funds and ETFs, offering various engagement formats including subscription-style retainers and specialized support for retirement-plan advice and student loan repayment.

James Motte is a CFP® professional with 12 years of experience in financial advising. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning services. The firm emphasizes continuous supervision and diversified portfolio construction using Modern Portfolio Theory, serving clients with tailored advice across investment, retirement, estate, charitable, education, and business-related planning areas.

William Harrison Jr. is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 54 years of industry experience. He worked at Oberweis Securities, Inc. for 13 years from 2003 to 2016. Outside of his advisory role, he is a licensed insurance agent in Johnson City, Tennessee. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm implements client strategies mainly through third-party money managers and combines tactical and strategic asset allocation with fundamental analysis and formal annual reviews.

Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Guardian Wealth Advisors since 2022. Prior to her advisory career, she held roles in various industries including retail and mortgage services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach utilizing ETFs, mutual funds, and risk-mitigation strategies.

Regina Cornelio is a financial advisor at Altitude Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services, focusing on individualized investment approaches aligned with client goals, risk tolerance, and time horizon.

Philip Alford is a CFP® professional with 10 years of industry experience. He is currently with Facet and has previously worked at The O.N. Equity Sales Company, Edward Jones, Values First Advisors Inc, and Fidelity Investments. He is also licensed to sell life, health, and long-term care insurance. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves both non-high-net-worth and high-net-worth households, offering a broad range of planning services delivered via phone, video, and a proprietary web platform.

Patrick Carroll is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, ACI Partners, National Planning Corporation, and Wealth Strategies Group. Carroll is the author of the book *Tame Your Money Elephants* and serves on the board of the National Capital Trolley Museum, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios overseen by an internal Investment Management team and Investment Committee, allowing for customizable investment strategies and a range of advisory services.

Jeffrey Burgess is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has 23 years of industry experience. His prior roles include positions at TriStar Advisors, Regions Bank, Cetera, Humana, and several other firms. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary, recommendation-based relationships.

Andrew Julian is a Certified Financial Planner® with 10 years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at Cornerstone Wealth, LLC, Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Mr. Julian holds an insurance license and may recommend insurance products on a commission basis, which is separate from his investment advisory services. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, employing a fiduciary-based advisory model that includes both third-party managers and proprietary technology platforms.

Chad Mckinney is a Certified Financial Planner® with 14 years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for AGIA, selling non-securities insurance products. His prior roles include positions at FTB Advisors, Inc., Advised Assets Group, LLC, and GWFS Equities, INC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Justin Copp III is a financial advisor with Valic Financial Advisors in Johnson City, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with approximately $26.4 billion in discretionary assets under management.

Zachary Green is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. He previously worked at Edward Jones for two years and has been with Empower Advisory Group and affiliated entities since 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Vincent Davis is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Portfolios Financial Services, Inc. and OSAIC prior to joining his current firm. Outside of his advisory work, he owns Watauga Riverbend Retreats, an Airbnb investment. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and manages approximately $4.07 billion in assets through a large network of advisors.

Joseph Buckles is a financial advisor with Empower Advisory Group holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Edward Jones, Valic Financial Advisors, Northwestern Mutual, and Agia. Outside of finance, he owns and manages a retail business, Old Black Mountain Games and Toys, in Johnson City, TN. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative services.

Mickey Byrd is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and UBS Financial Services. In addition to his advisory work, he serves as an insurance agent offering fixed insurance products including health savings accounts, annuities, and various types of life and health insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary client accounts.

Bruce Shay is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation. Prior to joining Empower, he worked at Deloitte & Touche LLP for 23 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

Lauren Kirkland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors, Transamerica, Cary Street Partners LLC, and Empower Financial Services. Lauren is based in Johnson City, TN. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kaileigh Hensley is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, she held roles in community organizations such as the Girl Scouts Council of the Southern Appalachians and local government agencies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach.

Brackton Smith is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Eastman Credit Union. Outside of his advisory role, he owns Spring Street Sandwich Company in Johnson City, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

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.

Scott Clark is a CFP® professional with 30 years of industry experience. He is currently affiliated with LPL Financial and previously spent over two decades at SCF Investment Advisors, Inc. and related entities. Clark also maintains an insurance business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, with advice delivered through a large network of investment adviser representatives.

David Paduch is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2004. He is based in Johnson City, TN, and holds a Series 66 designation. Outside of his advisory role, he is chairman of the board of directors for the Jeremiah School of Johnson City, a school for children with autism. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of advisory and capital markets services.

Ralph Johnson Jr. is a financial advisor with LPL Financial in Johnson City, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2005 and was previously at Truist Investment Services from 2003 to 2005. He is also associated with Renasant Financial Services as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a broad advisor network and various financial products.

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.

Amy Murray is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2015, based in Hampton, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

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.

Richard Schooley Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been a managing partner at Dogwood Wealth Advisors since 2014 and has previously been involved with Big Water Properties. Outside of his advisory work, he is a partner at Coolsville Farms, where he oversees forestry activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports a broad advisor network with specialized municipal advisory and employer consulting programs.

Shane Ellingson is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Avantax Advisory Services and Raymond James & Associates. Outside of his advisory role, he is the managing member of an RV park operating business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment strategies through a multi-manager platform with discretionary and non-discretionary program options.

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.

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.

Mary Raymer is a financial advisor with Edward Jones in Johnson City, TN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Eastman Credit Union, LPL Financial, and Franklin Templeton. Outside of advisory work, she manages rental property activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.