Lori Marie Harmon

Alan Rader is a financial advisor at Cornerstone Wealth Management Group with a Series 65 designation and three years of industry experience. Prior to joining Cornerstone, he worked for nine years at Greeneville Federal Bank. Outside of his advisory role, he is the owner and operator of Angus Farm, where he manages cattle operations. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, emphasizing asset allocation, long-term trading, and fundamental and quantitative analysis under discretionary authority. The firm offers portfolio management, written investment policy statements, and a variety of planning services, along with educational seminars and cash-management solutions.

Brian Click is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cornerstone Wealth Management Group in Greeneville, TN, and has prior experience at Cambridge Investment Research, Inc. and Cornerstone Wealth, LLC. Outside of advisory work, he operates Cornerstone Risk Management Group, an independent insurance agency. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on asset allocation and long-term trading under discretionary authority, employing fundamental analysis, modern portfolio theory, and quantitative methods.

Steven Dick is a CFP® and ChFC® with 22 years of experience in financial advisory services. He serves as President of Sapiat Asset Management, LLC and has held leadership roles within related entities including Sapiat Financial Group, Inc. and Sapiat Real Estate, Inc. His current advisory role is with 1796 Investment Management & Consulting, which focuses on government entities. Sapiat Asset Management provides investment advice to individuals, families, trusts, estates, and retirement plans, managing discretionary portfolios primarily through a firm-sponsored wrap fee program. The firm uses both fundamental and technical analysis with a generally long-term investment approach and includes digital assets among its offerings.

George Scott is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Cornerstone Wealth Management Group since 2022, following four years at Edward Jones and six years at Greeneville Federal Bank FSB. Cornerstone Wealth Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis. The firm offers discretionary and non-discretionary management, integrates held-away assets into overall portfolio oversight, and sponsors a wrap-fee program along with educational seminars for clients and the public.

Charles Plaster is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at W&S Brokerage Services and Western and Southern Life before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Ronald Berard is a financial advisor with Valic Financial Advisors holding Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Empower Advisory Group, LLC, Empower Financial Services, Inc., and Griffin Fowlers Farmers Insurance Agency. He also has a background with Patriot Home Inspection and spent 15 years involved with Tri-State Baptist Church. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.