Direct booking
Book time directly with this advisor, no back-and-forth required
9 advisors near 38342
Out of 400,000+ nationwide
Stephen P
Series 63, Series 66
Huntingdon, TN
Kingsview Wealth Management, LLC
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 S
CFP®, Series 63, Series 65
Huntingdon, TN
CX Institutional, LLC
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.
Jeffrey P
Series 63, Series 66
Camden, TN
Edward Jones
Jeffrey Piskos is a financial advisor with Edward Jones in Camden, Tennessee, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and operates a thrift store and several seasonal Halloween-related businesses in Camden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Michael C
CFP®, Series 63, Series 65
Huntingdon, TN
Raymond James Financial
Michael Cary is a CFP®-certified financial advisor with Raymond James Financial, bringing 32 years of industry experience. His career includes roles at the Federal Reserve Bank of St. Louis Memphis Branch and long-term involvement with Carroll Bank & Trust, where he serves as a bank director and chairman. He is also owner of The 1822 Coffee Company LLC, a local business in Huntingdon, TN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.
Brents P
Series 63, Series 66
Mckenzie, TN
Edward Jones
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 M
Series 66
Mc Kenzie, TN
Raymond James Financial
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.
Kathryn S
Series 66
Camden, TN
Raymond James Financial
Kathryn Snyder is a Series 66-licensed financial advisor with Raymond James Financial, bringing eight years of industry experience. Her prior roles include positions at LPL Financial and UBS Financial Services. Outside of advising, she owns a daffodil farm and operates a dance instruction studio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.
Cody C
Series 66
Huntingdon, TN
Edward Jones
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.
Christopher N
Series 66
Camden, TN
Cetera
Christopher Nunnery is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera Investment Advisers LLC since 2007 and Cetera Financial Specialists LLC since 2002. In addition to his advisory work, he serves as the managing partner of Nunnery, Poyner & Bohannon, PC, CPAs, a tax and accounting firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and multiple program structures, combining retirement and fiduciary capabilities with a broad institutional network.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
9 advisors near 38342
Out of 400,000+ nationwide