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.

Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First Advisors National, Vanderbilt Securities, Regulus Advisors, and Massmutual. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and provides insurance sales and strategies for families. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm uses a web-based platform for independent advisers and typically implements client strategies through third-party sub-advisers and model portfolios, with ongoing manager evaluation to maintain alignment with client goals.

Christopher Hinchey is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining ASWM, he worked at ClarkDietrich for 14 years and has experience as an independent insurance agent. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform for independent advisers and employs third-party sub-advisers and model portfolios to implement client strategies with ongoing manager evaluation.

We strive to deliver values-aligned planning advice to improve people’s lives. Living a higher quality of life means making decisions and having experiences that are aligned with your closest held personal values. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. With a customized personal financial plan, you can make informed decisions, take advantage of opportunities – and avoid potential obstacles and pitfalls – so that you can make measurable progress toward your goals. At Vested Wealth, we measure our success by the quality of life you achieve.

Karen Kight is a financial advisor at &PARTNERS with 33 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns an antique market with a coffee counter in Boone, NC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, utilizing a combination of proprietary and third-party strategy models with both discretionary and non-discretionary management options.

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.

Michael Stevens is a Series 66-credentialed financial advisor with Edward Jones in Mountain City, TN, where he has worked since 2019. He has seven years of industry experience and previously worked at Aplus Realty and High Shine Services Inc. Stevens also manages a property for a family member and is involved in remodeling a home intended for rental. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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, Tennessee. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of his advisory role, he owns and partners in several rental property ventures in Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices across the country.

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.

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.

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.