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.

Elizabeth Barrett is a CFP® professional with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. for 30 years. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside comprehensive financial planning and consulting. Sterling Wealth Advisors manages over $200 million in client assets with a small team, implementing customized portfolios using no-load mutual funds, ETFs, fixed income, and government securities.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Lowes' Food and attended Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary investment management along with comprehensive financial planning and consulting services. The firm manages over $200 million in client assets through customized portfolios using no-load mutual funds, ETFs, fixed income, and U.S. government securities.

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.

Stephanie Hagan is a financial advisor with Carter Financial Group, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her work history includes positions at VOYA Financial Advisors, Mutual Securities, Inc., and Carter Financial Group. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

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.

Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at First Advisors National, LLC, Vanderbilt Advisory Services, LLC, Vanderbilt Securities, LLC, Regal Investment Advisors, LLC, and Regulus Advisors, LLC. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and sells various insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, and it typically uses third-party sub-advisers and model portfolios to implement client 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.

Christopher Hinchey is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for ClarkDietrich for 14 years. Outside of advisory work, he has experience as an independent insurance agent. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by providing investment advisory and financial planning services. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often utilizing third-party sub-advisers and alternative investment options.

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.

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.

Lauren Johnson is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she is a commissioned notary public. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Nelson Faro is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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.

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.

Paul Gargano is a CFP® professional with 27 years of industry experience, currently serving at Centaurus Financial, Inc. since 2004. He operates under the DBA Gargano Financial Group for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

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.

Cody Hoilman is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining Elk Pointe Capital and Commonwealth Financial Network in 2022. Outside of his advisory work, Hoilman serves as a board member of the Avery County Planning Board. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Jeffery Ledford is a financial advisor with Edward Jones in Elizabethton, TN, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Dex Media. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Leonard is a CFP® professional with 20 years of experience in financial advising. She is currently with Cetera and has previous experience at VOYA Financial Advisors and Egan, Berger, and Weiner, where she remains involved as an Associate Financial Planner. Leonard serves as vice president of her homeowners association and is a board member of a local nonprofit community park. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

William Smith is a financial advisor with UBS Financial Services in Linville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, Smith serves as an advisor on the Permanent Endowment Team for Hayes Barton United Methodist Church, assisting with the review of the church's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

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.

Michael Cromer is a Senior Vice President and Wealth Management Advisor at Merrill. He has been a Financial Advisor with Merrill since 2003 and began his career at UBS in 2001. Michael works closely with clients across the United States, providing personalized strategies and guidance to help them pursue their financial goals. His clients include executives, professionals, business owners, and retirees, and he invests deeply in understanding each client's unique situation to better support their ambitions. Michael's expertise encompasses aligning various aspects of wealth management, including investing, planning, savings, wealth transfer, and access to banking and lending through Bank of America. He holds a Bachelor's Degree from the University of North Carolina System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Michael enjoys golfing, cooking, and traveling.

Steven Runnion is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 designations and 30 years of industry experience. His work history includes roles at City National Bank since 2019 and prior positions at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

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.

Garret Norris is a CFP® and ChFC® affiliated with Cetera, holding Series 66 designation and bringing 34 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and also serves as President of Retirement Advisors Inc. Norris volunteers on a government board reviewing conscientious objector claims for the U.S. Selective Service System. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients.

John Barrier is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held roles at several firms, including BB&T and Truist Investment Services, and maintains an ownership interest in a farming business in Galax, VA. Barrier is also affiliated with S&J Wealth Management, LLC, where he manages client assets and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Richard Honeycutt is a financial advisor with Edward Jones in Linville, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves on the Avery County Schools Educational Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Barry Jackson is a Series 66 licensed financial advisor with Edward Jones in Elizabethton, TN, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-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 strategies and affiliated investment products through a nationwide network of advisors and branch offices.

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.

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.

Jessica Palatucci is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2015. In addition to her advisory role, she owns Palatucci & Associates, which manages her Ameriprise business, and co-owns L&J Operations LLC, an entity handling business expenses. Ameriprise provides a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient income strategies.

Pamela Rathbun is a Series 66-credentialed advisor with Thrivent Investment Management, bringing four years of industry experience. She has been with Thrivent and its related entities since 2020, following a seven-year tenure at Sheffield Pharmaceuticals. Outside of her advisory role, Rathbun serves as president of the Elizabethton Lion’s Club, an international volunteer organization focused on humanitarian services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account options and emphasizes periodic plan reviews while maintaining distinct planning and investment services.

Nelson Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. Castro also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering structured, collaborative planning engagements to address a range of client goals.

George Verdone Jr. is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 47 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a limited partner in a working farm that sells hay and manages a private LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Thomas Goelz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside of advising, he is a partner in TD Event Management LLC, which coordinates fastpitch softball tournaments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, using a range of portfolio management styles and supported by affiliated research and model managers.

Stacey Clark is a financial advisor at Edward Jones in Linville, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Phillips Grading, Framework Development Group, and educational institutions such as Marjorie Williams Academy and Avery County Schools. She is also associated with the Grandfather Mountain Highland Games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large advisor network and branch footprint and offers additional services such as tax-efficient management and securities-based lending.

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.