John Raymond Vita

Carolyn Lambert is a CFP® with 28 years of experience in the financial services industry. She has worked at Archer Investment Corporation since 2019 and previously spent 20 years with H.D. Vest Investment Services. In addition to her advisory work, she owns and operates Lambert Bookkeeping & Financial Services and serves as treasurer for the Claiborne County Historical & Genealogical Society, a nonprofit organization. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies utilizing a range of asset classes including mutual funds and ETFs.

Samuel Holt is a financial advisor with Edward Jones in Morristown, TN. He holds the CFP®, ChFC®, and Series 66 designations and has nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Huston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Before transitioning into finance, he served four years with the Colorado Springs Police Department and three years with the Federal Bureau of Prisons. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by established custodians and overlay managers.

Daniel Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Adam Schrader is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Edward Jones and as CEO of LvLuP Solutions, a small business consulting firm focused on financial application processing. Schrader is based in New Tazewell, Tennessee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm uses goal-based analyses and client information to support one-time or ongoing planning engagements, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Delaney Vick is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2017. Prior to that, she was employed at University Cancer Specialists for five years. Vick also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.