Alan Rader is a financial advisor at Cornerstone Wealth Management Group with a Series 65 designation and two years of industry experience. Prior to joining Cornerstone Wealth Management Group, he worked for nine years at Greeneville Federal Bank. Outside of his advisory role, he owns and operates Angus Farm, managing cattle operations. Cornerstone Wealth Management Group serves primarily individual and high-net-worth clients with portfolio management and financial planning, offering both discretionary and non-discretionary services. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, focusing on long-term trading with regular monitoring and rebalancing.

Brian Click is a CFP® with 26 years of industry experience, currently serving at Cornerstone Wealth Management Group. His prior experience includes roles at Cornerstone Risk Management Group and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. Cornerstone Wealth Management Group provides portfolio management and financial planning 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 services, cash management, and supports held-away retirement and education accounts, with distinctive features such as a wrap-fee program and educational seminars.

Steven Dick is a CFP® and ChFC® with 22 years of industry experience. He is the President of Sapiat Asset Management, LLC and Sapiat Real Estate, Inc., as well as Chairman and CEO of Sapiat Financial Group, Inc. Prior to his current roles, he worked at Raymond James Financial from 2010 to 2016. Sapiat Asset Management serves individuals, families, trusts, and employee benefit plans, providing discretionary portfolio management, securities consulting, financial planning, pension consulting, and advice on digital assets and private placements. The firm manages wrap accounts on a long-term basis using both fundamental and technical analysis and is notable for accepting digital assets as payment and using performance-based fees for certain digital asset accounts.

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.

James Dickey is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Seacrest Wealth Management, LLC since 2014. He holds Series 63 and Series 65 licenses and also works as an independent insurance agent on a limited basis. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach utilizing fundamental and technical analysis across a broad range of investment vehicles.

Charles Plaster is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including W&S Brokerage Services and Western and Southern Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Ronald Berard is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses. He has worked in financial services since 2021, with prior experience at Griffin Fowlers Farmers Insurance Agency and Patriot Home Inspection. Berard also served at Tri-State Baptist Church for 15 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Rodney Breyer is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior experience includes roles at Securities America Advisors, American Portfolios Financial Services, and Heritage Financial Associates, where he has been involved since 1994. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory and brokerage services supported by technology-driven portfolio management tools and access to multiple custodial platforms.

Julia Russell is a financial advisor at Edward Jones with 28 years of industry experience. She has previously worked at Forward Air, Bank of America, and Merrill Lynch. Outside of her advisory work, she is involved in a hobbyist business making lamps and candles from recycled bottles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Christopher O'Dell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2015. Outside of his advisory role, O'Dell serves as president of the Greeneville Morning Rotary, is involved with the Boys and Girls Club of Greeneville and Greene County as a board member, and owns a small farm. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers, with investment advice delivered at the advisor level using various account platforms and strategies.

Charles Wagner Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Edward Jones since 2003. Outside of his advisory role, he is also an insurance agent with Andrew Johnson Insurance Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

William Endean is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wal-Mart, Inc. from 2014 to 2017. Endean holds the Series 66 designation and is based in Greeneville, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Traylor is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Apex Bank and American Patriot Bank. He is based in Greeneville, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Abla is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, and CWM, LLC. Outside of financial advising, he is involved with Griffin Home Group in real estate and serves as a board member for the Johnson City Senior Center. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services including portfolio management, financial planning, and retirement plan consulting, utilizing both model-based and individualized investment approaches.

Matthew Renner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at First Tennessee Brokerage, Inc. and First Tennessee Bank since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

David Reel Jr. is a financial advisor with Edward Jones in Greeneville, Tennessee, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Edward Jones in 2020, he was involved with the David Reel Insurance Agency and State Farm Vp Management Corp. from 2009 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Helton is a financial advisor with Edward Jones in Greeneville, Tennessee, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kawasaki Tennessee, Inc., Steve Masoner Construction, State Farm, East Tennessee State University, and operated a lawn and landscape business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 advisors, offering a range of investment advisory programs and services under a fiduciary standard.

Lincoln Bowman is a financial advisor at Capital Square, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Empowered-Bats and Greenville Parks and Recreation. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets. The firm offers tailored portfolios using equities, fixed income, mutual funds, ETFs, and may incorporate margin, options strategies, or third-party managers as appropriate.

Stephen Thomas is a financial advisor with Edward Jones in Greeneville, TN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Thomas occasionally serves as a pastor at Riverside Church in Fort Myers, FL, where he conducts weddings, premarital counseling, funerals, preaching, and individual counseling. 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 approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Amy Gelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her career includes multiple roles within Wells Fargo affiliates and a position at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Keefer Andrew is a Series 66-licensed financial advisor with Edward Jones in Greeneville, TN, with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hudson Morristown Acquisition from 2019 to 2023 and has a background that includes education roles with Hamblen County School Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds.

Richard Schooley Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with Raymond James and Dogwood Wealth Advisors since 2014. Outside of his advisory work, he is a partner in Coolsville Farms, where he oversees forestry operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations and support client decision-making.

Christopher O’Dell is a Series 66 licensed advisor with Cambridge Investment Research Advisors, where he has worked since 2021. He has six years of industry experience, including roles at Cambridge Investment Research dating back to 2017. Outside of his advisory work, he is involved with GreenWealth, LLC in Greeneville, Tennessee, where he also serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Shane Ellingson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Avantax Investment Services and Raymond James & Associates. Outside of advising, he is the managing member of an RV park operation. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party managers. The firm combines advisor-managed accounts, model portfolios, and fiduciary services within a broad institutional and trust framework.

Robert Gay III is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC before joining Edward Jones in 2017. He serves as a board member of Oak Grove Cemetery in Greeneville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Lori Harmon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She is also associated with GreenWealth, where she serves as an independent insurance agent in addition to her advisory role. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a broad network of independent financial professionals. The firm offers a range of advisory services, including portfolio management and retirement plan consulting, and utilizes various account platforms and third-party strategists to deliver tailored investment solutions.

Rowan Sylvia is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Rowan has held roles at First Horizon Bank, Jost International, and other companies across various industries. They are also a commissioned notary in Greeneville, Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.