Michael Cary

Stephen Priddy is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2004 to 2021 before joining Kingsview Partners in 2021. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm provides wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including its in-house portfolio group and Monarch ETFs.

Tanner Stepp is a CFP® professional with 11 years of industry experience, currently affiliated with CX Institutional, LLC. His prior roles include positions at LPL Financial and Clarify Wealth Management, Inc. He holds Series 63 and Series 65 licenses. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Brents Priestley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of a rental property business in McKenzie, Tennessee. 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 and investment solutions, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets under management.

Bryan Merrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2007 and is also a partner in Flex Fitness, a business he owns but does not actively manage. Additionally, he provides business management guidance as an independent contractor for McKenzie Medical Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Cody Crocker is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Victra Verizon for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.