Johnson City, TN North Roan Street Office

Derek Brown is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at FTB Advisors and Scottrade, Inc. Brown is based in Johnson City, TN. 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.

Darby Dickenson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2025, Darby has worked with FTB Advisors, Inc. since 2013 and First Tennessee Brokerage since 2003. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

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.

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.

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.

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.

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.

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.

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.