Julie Ann Cook

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 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 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 19 years of industry experience. He has been with Peterson Wealth Advisory, LLC since 2008 and joined Core Planning in 2025. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support portfolio management while tailoring strategies to client objectives and risk tolerance.