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 in Crossville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Witt Financial Group, he worked at RW Baird and served in roles at the Knox County Clerk and the TAD Center. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, along with standalone financial planning services. The firm’s approach emphasizes matching clients with third-party money managers and offering educational seminars on various financial topics.

Hobert Witt is a financial advisor at Witt Financial Group, LLC, with 24 years of industry experience. He has held his current position since 2003, following a brief tenure at Wealth Financial Advisory Services, LLC. Witt holds a Series 63 designation. Witt Financial Group provides portfolio management and financial planning services primarily to individuals, high-net-worth households, and select pension plans. The firm focuses on selecting and overseeing third-party money managers and offers educational seminars and workshops on financial topics.

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 19 years of industry experience. He has been with Peterson Wealth Advisory, LLC since 2008 and joined Core Planning in 2025. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support portfolio management while tailoring strategies to client objectives and risk tolerance.

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. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management Services, and Independent Financial Group, as well as operating his own sole proprietorship. He holds Series 63 and Series 65 licenses. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines various analytical approaches, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and fiduciary processes.

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 been with Edward Jones since 2011. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Victoria Parsons is a financial advisor with Edward Jones in Crossville, TN. She holds the Series 66 designation and has a total of approximately seven years of industry experience, including prior roles at Witt Financial Group, LLC and Slate, Disharoon, Parrish & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Owen Keagle is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has a diverse work background that includes roles in construction, hospitality, and staffing prior to joining Edward Jones. 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 large network of financial advisors and branch offices nationwide.

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. 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.

Delana Miller is a financial advisor with LPL Financial, holding a Series 66 credential and over four years of industry experience. She has been with LPL Financial since 2011 and also has an ongoing role with One Investment of Tennessee/One Bank of Tennessee since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

D Bilbrey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked concurrently at Cumberland County Bank and LPL Financial since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

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., holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His career includes roles at FirstBank Investment Partners, First Horizon Advisors, and J.J.B. Hilliard, W.L. Lyons, LLC. He is also an insurance agent offering non-variable insurance products through FirstBank Insurance Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its advisory network with institutional consulting, portfolio management, and specialized services such as municipal advising and employer SIMPLE IRA programs.

Cara Mc Adoo is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Jakes Tavern and the Fairfield Glade Community Club. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices and offers both discretionary and non-discretionary strategies along with affiliated mutual funds and trust services.

Joshua Griffis is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has experience at Fisher Investments from 2017 to 2024 and has worked in various roles prior to joining Edelman Financial Engines in 2026. His background also includes a brief period in coffee shop management and small business investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term investment orientation.

Julie Cook is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. She has held roles at Horizon Clarity Group, Inc. as President and Owner, and has previously served on the Fairfield Glad Financial Advisory Committee. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisors. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

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.

Britt Hennings is a financial advisor at Edward Jones in Crossville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Britt worked in various roles including at Dominos and Metlife, and managed a personal photography business, Britt August Photo, for seven years. 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 nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and specialized tax-efficient services.

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.

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.