Richard Davis

Karen House is a financial advisor at Pinnacle Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and previously worked at SRI, LLC dba SmithReed Asset Management from 2012 to 2016. Pinnacle Wealth Management is a small registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using both fundamental and technical analysis to implement tailored investment strategies across various asset classes.

Jeff Rummells is a financial advisor at Pinnacle Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Wealth Management since 2016, with prior experience at SRI, LLC and Tanje Tool. Pinnacle Wealth Management is a small registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis across various asset classes, and offers tailored advice through consultations and periodic reviews.

Vondal Davidson is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone and LPL Financial since 2015. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and uses a combination of advisor-led discretionary management, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

James Hopper is a financial advisor with LPL Financial in Dyersburg, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at First Citizens National Bank and LPL Financial since 2015. Outside of his advisory role, he is involved as an agent with White & Associates/First Citizens Insurance, specializing in fixed annuities, life, and long-term care insurance. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a platform that combines advisory and brokerage services with access to insurance and annuity products.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

Christopher Weik is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.