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 CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Morristown, TN. He has been with Edward Jones since 2016 and previously worked at Old Dominion Freight Line from 2011 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Huston is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his financial services career, he worked with the Colorado Springs Police Department and the Federal Bureau of Prisons. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at Edward Jones and led LvLuP Solutions, a small business consulting firm focused on processing client finance applications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Delaney Vick is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2017. Prior to that, he was employed at University Cancer Specialists for five years. Outside of his advisory role, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors is a large firm serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program using model-driven strategies managed by third-party asset managers and supported by discretionary and separately managed account options.