John Louis Lombardo

Karen House is a Series 65-licensed financial advisor with 13 years of industry experience. She has worked at Pinnacle Wealth Management, LLC since 2016. Pinnacle Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party investment advisers to individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to tailor asset allocation and investment recommendations, managing approximately $95 million across about 139 client relationships.

Jeff Rummells is a financial advisor with Pinnacle Wealth Management, LLC in Dyersburg, TN. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior work includes 17 years at Tanje Tool. Pinnacle Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and third-party investment adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves individual and high-net-worth clients, managing about $95 million across approximately 139 client relationships.

Vondal Davidson is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone and LPL Financial since 2015. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and uses a combination of advisor-led discretionary management, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

James Hopper is a financial advisor with LPL Financial in Dyersburg, Tennessee, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at First Citizens National Bank and First Citizens Financial Plus, Inc., with over a decade at each firm. Outside of his advisory role, he is involved as an agent with White & Associates/First Citizens Insurance, focusing on fixed annuities, life, and long-term care insurance. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

Christopher Weik is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.