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Victoria P

Series 66

Crossville, TN

Edward Jones

Victoria Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Witt Financial Group, LLC, Slate, Disharoon, Parrish & Associates, and Nason Homes, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jackson W

Series 66

Kingston, TN

Edward Jones

Jackson Wiegold is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his advisory role, his work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Deric R

Series 66

Kingston, TN

Edward Jones

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Michael S

Series 66

Fairfield Glade, TN

Cetera

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. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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D B

Series 63, Series 65

Crossville, TN

LPL Financial

D Bilbrey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Cumberland County Bank and LPL Financial since 2011 and previously was with Invest Financial Corporation from 2004 to 2011. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James D

Series 66

Crossville, TN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John E

Series 63, Series 65

Rockwood, TN

OSAIC

John Evans is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America, Inc. and Signator Investors, Inc. Evans also owns The Evans Agency, an insurance business, and serves as president of Rockwood Revitalization, a nonprofit that maintains a local museum. Additionally, he is vice president of the Rockwood Merchants Association and co-hosts a local internet-based news and events program. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a range of tools for portfolio construction and supports varied account management approaches.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Keith B

Series 63, Series 65

Kingston, TN

LPL Financial

Keith Buck is a financial advisor with LPL Financial based in Kingston, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at M&T Securities and LPL Financial in various capacities. He is also affiliated with KTB Consulting, LLC, a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Samuel F

Series 66

Kingston, TN

Edward Jones

Samuel Frogg II is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Russell W

Series 66

Crossville, TN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kyle W

Series 63, Series 65

Harriman, TN

OSAIC

Kyle Wentland is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Primerica. Outside of his advisory role, Wentland serves as a board member of the Roane Alliance and is the president-elect of the Harriman Rotary Club. He also volunteers as a graphic designer for Partners Best Games and assists clients with Medicare enrollment through his role with Legacy On Main, LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors. The firm offers a range of integrated brokerage and advisory services and utilizes various tools and platforms to construct portfolios tailored to client risk profiles, with options for discretionary or non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William D

CFP®, Series 66

Crossville, TN

Edward Jones

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.

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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