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.

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.

Steven Dick is a CFP® and ChFC® with 22 years of experience in financial advisory services. He serves as President of Sapiat Asset Management, LLC and has held leadership roles within related entities including Sapiat Financial Group, Inc. and Sapiat Real Estate, Inc. His current advisory role is with 1796 Investment Management & Consulting, which focuses on government entities. Sapiat Asset Management provides investment advice to individuals, families, trusts, estates, and retirement plans, managing discretionary portfolios primarily through a firm-sponsored wrap fee program. The firm uses both fundamental and technical analysis with a generally long-term investment approach and includes digital assets among its offerings.

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® certificant with 17 years of industry experience, currently serving as a financial advisor at SeaCrest Wealth Management, LLC since 2014. He also works as an independent insurance agent on a limited basis. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach using fundamental and technical analysis, incorporating a range of investment vehicles and artificial intelligence tools alongside human oversight.

Charles Plaster is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at W&S Brokerage Services and Western and Southern Life before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

Rodney Breyer is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors and American Portfolios Financial Services, and he has operated Heritage Financial Associates since 1994. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, offering portfolio construction tools and access to third-party managers across various investment types on discretionary and non-discretionary bases.

Christopher O'Dell is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of advising, he serves as president of the Greeneville Morning Rotary and is an owner of a small farm. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

Charles Wagner Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Edward Jones since 2003 and joined LPL Financial in 2011. Wagner also operates as an insurance agent through Andrew Johnson Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of advisory and brokerage services.

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.

Rebecca Peterson Male is a financial advisor at Charles Schwab with 20 years of industry experience. She holds the CFP® designation and Series 66 license. Her prior experience includes roles at USAA Financial Planning Services and UBS Financial Services. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options along with integrated custody and brokerage services.

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 66, 65, and 63 credentials and 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, and CWM, LLC. Outside of advising, he serves as a board member for the Johnson City Senior Center and is involved in real estate through Griffin Home Group. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. The firm offers a range of implementation options including proprietary and third-party model strategies, with both discretionary and non-discretionary management tailored to client objectives.

Matthew Renner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has spent the majority of his career with First Tennessee Brokerage, Inc. and First Tennessee Bank since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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, TN, 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, and State Farm. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Lincoln Bowman is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Capital Square LLC for four years and has held positions at Andrew Johnson Bank and Empowered-Bats. In addition to his advisory work, he has been involved with Greenville Parks and Recreation since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a broad network of advisors.

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.

Christopher O'dell is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Greenville, TN, with six years of industry experience. He has worked at Cambridge Investment Research in various roles since 2017. Outside of his advisory work, he is involved with GreenWealth, LLC as a W2 employee and serves as an independent insurance agent for several companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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 and holds the Series 63 and Series 66 designations. She has 11 years of industry experience and has worked at Cambridge Investment Research, Inc. since 2015, as well as at GreenWealth and Cornerstone Wealth Management Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Rowan Sylvia is a Series 66-licensed financial advisor with LPL Financial, based in Greeneville, Tennessee. He has one year of industry experience and has previously worked at First Horizon Bank and Jost International. Sylvia is also a commissioned notary in Greenville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.