Julie Ann Cook

Ronn Christensen is a financial advisor with North Pointe Financial Advisors, Inc. in Crossville, TN. He holds the Series 66 designation and has 16 years of industry experience. Prior to founding North Pointe in 2012, he worked with various insurance carriers for W & R Insurance Agencies and also owns Black Diamond Marketing, an advertising agency based in Crystal Lake, IL. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a non-discretionary investment approach using computer-modeled mutual fund portfolios, offering clients a range of strategies from Conservative Income to Aggressive Growth.

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 in Crossville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Witt Financial Group, he worked at RW Baird and served in roles at the Knox County Clerk and the TAD Center. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, along with standalone financial planning services. The firm’s approach emphasizes matching clients with third-party money managers and offering educational seminars on various financial topics.

Hobert Witt is a financial advisor at Witt Financial Group, LLC, with 24 years of industry experience. He has held his current position since 2003, following a brief tenure at Wealth Financial Advisory Services, LLC. Witt holds a Series 63 designation. Witt Financial Group provides portfolio management and financial planning services primarily to individuals, high-net-worth households, and select pension plans. The firm focuses on selecting and overseeing third-party money managers and offers educational seminars and workshops on financial topics.

Glenn Seabolt is a Series 65 licensed advisor with MPM Wealth Advisors, based in Crossville, TN, and has 20 years of industry experience. He has been with Modern Portfolio Management since 2005. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages over $1 billion in assets.

Christopher Peterson is a CFP® professional with 19 years of industry experience. He has worked at Core Planning, LLC since 2025 and previously operated Peterson Wealth Advisory, LLC for 18 years, as well as a one-year tenure at Merrill. Core Planning is a multi-team firm providing fee-only financial planning and wealth management primarily for individual and high-net-worth clients, offering services that include discretionary and non-discretionary portfolio management as well as ERISA 3(21) retirement-plan advisory. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.