Johnson City, TN Boone Ridge Dr Office

Casey Middleton is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 10 years and OSAIC for one year. 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 portfolios, third-party asset management access, and institutional platforms.

Bryan Henderson is a financial advisor with LPL Financial in Johnson City, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services and Merrill. He operates Crossbridge Wealth Management as a business activity associated with his LPL practice. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Ronald Naegle is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has worked previously at Woodbury Financial Services, Commonwealth Financial Network, UBS Financial Services, and OSAIC. He also operates Crossbridge Wealth Management as a business entity within his LPL practice. 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 portfolios, third-party asset management, and institutional platforms.

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.

Travis Baldridge is a financial advisor at LPL Financial with 23 years of industry experience. He previously worked at Woodbury Financial Services for 21 years and at OSAIC for one year. His credentials include Series 63 and Series 65 licenses. 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 and access to third-party asset management, utilizing model portfolios and customized strategies.

Aaron Hoffman is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. His prior roles include positions at Woodbury Financial Services, Eastman Credit Union, and OSAIC. He is also a commissioned notary for the State of Tennessee. 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 services, including access to model portfolios, third-party asset management, and institutional platforms.

George Stanley is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has worked with several firms, including Woodbury Financial Services and CrossBridge Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

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.