ADVISOR BIO

Alexander Dalton is an investment advisor representative and investment advisor representative registered in Tennessee. Alexander works with clients including individuals, corporations, and charitable organizations. Alexander has been in the industry for over 15 years and is a registered representative of Eagle Strategies LLC, a firm with 1534 licensed agents, 1878 investment advisor representatives and 1998 registered representatives. Eagle Strategies LLC manages approximately $20.3 Billion in assets, primarily for high-net-worth individuals.

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ADVISOR BIO

Alexander Vetrano is an investment advisor representative at Pugh Wealth Management, LLC. Alexander is registered with the state of Tennessee and has been working in the financial industry since 2020. Alexander holds a Series 65 license. Alexander has a background in accounting and has worked as a staff accountant for Pugh CPAs. Alexander is also a graduate of Mississippi State University. Alexander is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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Amanda Grubb is a financial advisor with UBS Financial Services Inc. She has been in the industry since June 11, 2018. Amanda is licensed to provide financial advice in Tennessee, Georgia, Massachusetts, North Carolina, and Texas. She holds the Series 66, Series 7, and SIE licenses. Amanda specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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Amy Sherrell Lindsey is a financial advisor who has been in the industry since 2015. Amy is currently registered with Truist Advisory Services, Inc. Amy has experience with Truist Investment Services, Inc. and BB&T SECURITIES, LLC. Amy is a Series 6, 7, 24, and 66 licensed professional. Amy is licensed in Alabama, Kentucky, North Carolina, South Carolina, and Tennessee.

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Andrew Chrisman is a registered investment advisor representative with Eagle Strategies LLC. Andrew has been in the securities industry since October 28, 1986. Andrew is registered in Alabama, Georgia, Kentucky, North Carolina, Tennessee, and Virginia. Andrew is also a Registered Investment Advisor in Tennessee. Andrew has a Series 63 license, a Series 26 license, a Series 22 license, and a Series 6 license. Andrew is a Chartered Financial Consultant. Andrew specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

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Andy Dustin Johnson is a registered representative with UBS Financial Services Inc. Andy has been in the financial services industry since 2004. Andy has a Series 66, Series 7 and SIE licenses. Andy has worked at UBS Financial Services Inc. since 2008. Previously Andy worked for Morgan Keegan & Company, Inc. Andy is registered to conduct business in 29 states.

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Annette Winters is a financial advisor with UBS Financial Services Inc. in Knoxville, TN. Annette has been working in the financial services industry for over 10 years, and is registered with the state of Tennessee. Annette has several licenses and certifications, including the Series 66, Series 7TO, and SIE. Annette specializes in providing financial planning, portfolio management, and educational seminars to individual investors. Annette also provides financial services to corporations and businesses.

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Austin Ballenger is an Investment Advisor Representative associated with Blue Ridge Wealth Planners, based in Knoxville, TN. Austin is registered as an Investment Advisor Representative in North Carolina, Tennessee, and Virginia. Austin has passed the Uniform Investment Adviser Law Examination (Series 65). Austin also holds an insurance license. Austin has experience in the financial services industry.

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ADVISOR BIO

Benjamin Walker Collins is a financial advisor with over 20 years of experience in the industry. Benjamin is currently registered with Robert W. Baird & Co. Inc. and has previously worked for J.J.B. HILLIARD, W.L. LYONS, LLC and ADVEST, INC. Benjamin holds a variety of licenses and certifications, including Series 7, 9, 10, 66 and SIE. Benjamin specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. The types of services provided include portfolio management, financial planning, and investment advice. Benjamin is committed to providing clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Bradford Buckshorn is a financial advisor with Truist Advisory Services, Inc., located in Knoxville, TN. Bradford has been a registered representative since October 2006. Bradford's background includes experience with Truist Investment Services, Inc., SunTrust Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradford is licensed in 27 states. Bradford focuses on providing financial planning, investment advice, portfolio management and other services to both individuals and businesses.

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