Michael Edward 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 experience in the financial services industry. He currently serves as an advisor at CX Institutional, LLC and has prior experience at LPL Financial, Clarify Wealth Management, and Landmark Financial Advisors. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, combining fundamental, quantitative, and technical analysis across various asset classes, and integrates technology platforms for consolidated reporting and tax-efficient asset management.

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.

Jed Robinson is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked previously at Carroll Bank & Trust and Raymond James Financial Services, Inc. Prior to his advisory roles, he was employed at Milan Golf and Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory programs.

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 affiliated with Carroll Bank & Trust, where he has served since 2007. Outside of his advisory role, Merrick is a partner in a fitness business and serves as an independent contractor providing business management guidance to a medical center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.