Ronn Christensen is the sole advisor at North Pointe Financial Advisors, Inc, a state-registered independent firm. He holds a Series 66 designation and has 15 years of industry experience. Prior to founding North Pointe Financial Advisors in 2012, he worked with various insurance carriers at W & R Insurance Agencies and has operated Black Diamond Marketing, an advertising agency, since 1999. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs model-based portfolio management focusing on five mutual-fund model portfolios and primarily uses a non-discretionary management approach, with accounts reviewed monthly and clients met at least annually.

Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.

Jackson Eldridge is a financial advisor with Witt Financial Group, LLC, holding a Series 65 designation and one year of experience at the firm. His prior roles include positions at RW Baird and Knox County Clerk. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, as well as standalone financial planning services. The firm emphasizes client education through seminars and workshops and manages approximately $160 million in assets.

Hobert Witt is a financial advisor at Witt Financial Group, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with Witt Financial Group since its founding in 2003, including a brief tenure at Wealth Financial Advisory Services, LLC. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as pension plans. The firm manages client assets through third-party sub-advisers, offers financial plans, and hosts educational seminars and workshops.

Glenn Seabolt is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. Glenn is based in Crossville, TN, and works as part of MPM Wealth Advisors. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing managed accounts, model portfolios, and financial planning services delivered by a team of about 20 advisors.

Christopher Peterson is a CFP® with 18 years of industry experience, currently serving at Core Planning, LLC since 2025. He previously worked at Cravens & Company Advisors, LLC and Cravens & Co. in 2016 and has maintained his own advisory practice, Peterson Wealth Advisory, LLC, since 2008. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes its investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Mason Baucum is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial, Cumberland County Assessor of Property, East Tennessee Dodge, and Cumberland County High School. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term oriented portfolios.

Scott Hadley is a financial advisor at CWM, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Silverhawk Private Wealth and Independent Financial Group, LLC. Hadley has also operated as a sole proprietor and has experience in insurance sales related to fixed insurance products. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Nathan Campbell is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior work history includes roles at Raymond James Financial Services and banking institutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail clients. The firm emphasizes a long-term investment approach and integrates its services with Empower’s recordkeeping and administrative platforms.

Theresa Fleck is a financial advisor with Edward Jones in Crossville, TN, holding a Series 66 designation and 15 years of experience at the firm. She has prior involvement with the Lakewood Gardens Condo Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Victoria Parsons is a financial advisor at Edward Jones with a Series 66 designation and experience at several firms, including Witt Financial Group, Slate, Disharoon, Parrish & Associates, Nason Homes, and SunTrust Investment Services. She has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides additional capabilities such as affiliated mutual funds, a trust company, and securities-based lending.

Owen Keagle is a financial advisor with Edward Jones in Crossville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held positions in various sectors including construction and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors.

Peter Bisbee is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Davis is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. He previously worked for Fastenal Co from 2014 to 2021. Davis serves as a member of the Cumberland County School Board in Crossville, Tennessee. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Sharp is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and its affiliated entities since 2015, concurrently working with Regions Bank. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Delana Miller is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She has been associated with LPL Financial since 2011 and also maintains a role with One Investment of Tennessee. 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, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

D Bilbrey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at both LPL Financial and Cumberland County Bank since 2011. 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 a large network of investment adviser representatives.

James Dalton is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for 24 years at Cracker Barrel Old Country Store. 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Roper is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Raymond James, he worked at J.J.B. Hilliard, W.L. Lyons, LLC and First Horizon Advisors, Inc. He is also an agent offering non-variable insurance through FirstBank Insurance Inc. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations.

Cara Mc Adoo is a financial advisor at Edward Jones in Crossville, TN, holding a Series 66 designation. She has been with Edward Jones since 2023. Prior to her financial advisory role, she worked at Jakes Tavern and was involved with the Fairfield Glade Community Club for over a decade. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Julie Cook is a CFP® professional with 16 years of experience in the financial services industry. She is currently with LPL Financial and also serves as President and Owner of Horizon Clarity Group, Inc. Her prior roles include positions with Waddell & Reed Inc. and involvement with various advisory boards. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team.

Russell Willemsen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He has worked at Edward Jones since 2024 and has an academic background including positions at Tennessee State University and the University of South Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

William Dickerson is a CFP® and holds a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in real estate rental activities in Crossville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Charles Lewis is a financial advisor with UBS Financial Services in Crossville, TN, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Byrne is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. Before joining Edward Jones in 2020, he worked for three years at the Texas A&M University Police Department and four years at the Marion Police Department. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffery Keagle is a Series 66-licensed financial advisor with 14 years of industry experience, all with Edward Jones since 2012. He is based in Crossville, Tennessee. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Robert Crouch is the principal advisor at Crouch Investment Group, Inc. in Fairfield Glade, TN, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles as a branch manager and registered representative at a national broker-dealer. He has led Crouch Investment Group since 2003. Crouch Investment Group provides portfolio management and financial planning services to individual clients, serving both high-net-worth and non-high-net-worth households. The firm emphasizes comprehensive financial planning under a fiduciary standard and maintains a small client roster with focused senior-level oversight.