D Bilbrey

Ronn Christensen is the sole advisor at North Pointe Financial Advisors, Inc, a state-registered independent firm. He holds a Series 66 designation and has 15 years of industry experience. Prior to founding North Pointe Financial Advisors in 2012, he worked with various insurance carriers at W & R Insurance Agencies and has operated Black Diamond Marketing, an advertising agency, since 1999. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs model-based portfolio management focusing on five mutual-fund model portfolios and primarily uses a non-discretionary management approach, with accounts reviewed monthly and clients met at least annually.

Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.

Jackson Eldridge is a financial advisor with Witt Financial Group, LLC, holding a Series 65 designation and one year of experience at the firm. His prior roles include positions at RW Baird and Knox County Clerk. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, as well as standalone financial planning services. The firm emphasizes client education through seminars and workshops and manages approximately $160 million in assets.

Hobert Witt is a financial advisor at Witt Financial Group, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Witt Financial Group since its founding in 2003, including a brief tenure at Wealth Financial Advisory Services, LLC. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as pension plans. The firm manages client assets through third-party sub-advisers, offers financial plans, and hosts educational seminars and workshops.

Glenn Seabolt is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. Glenn is based in Crossville, TN, and works as part of MPM Wealth Advisors. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing managed accounts, model portfolios, and financial planning services delivered by a team of about 20 advisors.

Christopher Peterson is a CFP® with 18 years of industry experience, currently serving at Core Planning, LLC since 2025. He previously worked at Cravens & Company Advisors, LLC and Cravens & Co. in 2016 and has maintained his own advisory practice, Peterson Wealth Advisory, LLC, since 2008. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes its investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.