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Alan R

Series 65

Greeneville, TN

Cornerstone Wealth Management Group

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner Executive
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Brian C

CFP®, Series 63

Greeneville, TN

Cornerstone Wealth Management Group

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner Executive
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George S

CFP®, Series 66

Greeneville, TN

Cornerstone Wealth Management Group

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner Executive
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