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 Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He is the President of Sapiat Asset Management, LLC and Sapiat Real Estate, Inc., and has previously worked at Edward Jones and 1796 Investment Management & Consulting. Dick serves as Chairman and CEO of Sapiat Financial Group, Inc., which holds the firms he leads. Sapiat Asset Management provides investment advice to individuals, families, trusts, estates, and retirement plans, managing approximately $44.9 million in client assets. The firm offers discretionary portfolio management primarily through its own wrap fee program, incorporating both fundamental and technical analysis, and also provides consulting on digital assets.

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.

Charles Plaster is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at W&S Brokerage Services and Western and Southern Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing and serves a large participant base with a higher client-to-advisor workload than many peers.

Rodney Breyer is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors and American Portfolios Financial Services, and he has been involved with Heritage Financial Associates since 1994, where he is also engaged in insurance sales. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization, supported by various management tools and discretionary strategies.

James Gentry Jr Jr is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. In addition to his advisory role, he manages Freedom Odyssey LLC, a real estate holding entity related to his branch office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 financial advisors.

Geddings Crawford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott for 12 years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary investment consulting and supports its clients through various advisory programs and institutional consulting services.

Christopher O'Dell is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2015 and previously was employed at LPL Financial. Outside of advising, he serves as president of the Greeneville Morning Rotary and is involved with the Boys and Girls Club of Greeneville and Greene County, in addition to owning a small farm. Cambridge Investment Research Advisors serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through a wide network of financial professionals and offers access to multiple platforms and third-party advisers.

Phillip Smelser is a financial advisor with Cambridge Investment Research Advisors in Burnsville, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Cambridge since 2008 and has prior experience at The Householder Group and Truist Investment Services. Outside of advising, he serves as treasurer for St. Thomas Episcopal Church and teaches retirement classes; he is also training to become a Professional Barbell Coach to open a business in retirement. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

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.

Scott Clark is a CFP® professional with 30 years of industry experience. He is currently affiliated with LPL Financial and previously spent over two decades at SCF Investment Advisors, Inc. and related entities. Clark also maintains an insurance business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, with advice delivered through a large network of investment adviser representatives.

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 who holds Series 66, 65, and 63 licenses and has 29 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, Cetera Advisor Networks, and PRUCO Securities. Outside of his advisory work, he serves as a board member of the Johnson City Senior Center and is involved in construction and real estate activities. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

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 at Edward Jones in Greenville, TN, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at 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. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Kenneth Howell is a financial advisor at Edward Jones in Burnsville, North Carolina, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at North Carolina Farm Bureau and co-owned a restaurant business for over a decade. He also owned a management company related to his previous business, which is in the process of dissolution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm is notable for its extensive advisor network, retail footprint, and additional capabilities including a trust company and securities-based lending.

Richard Schooley Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been a managing partner at Dogwood Wealth Advisors since 2014 and has previously been involved with Big Water Properties. Outside of his advisory work, he is a partner at Coolsville Farms, where he oversees forestry activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports a broad advisor network with specialized municipal advisory and employer consulting programs.

Christopher O'dell is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and six years of industry experience. He has been with Cambridge Investment Research in various capacities since 2017. Outside of his advisory role, he is also involved with GreenWealth, LLC in Greenville, TN, where he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Shane Ellingson is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Avantax Advisory Services and Raymond James & Associates. Outside of his advisory role, he is the managing member of an RV park operating business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment strategies through a multi-manager platform with discretionary and non-discretionary program options.

Lori Harmon is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 registrations and bringing 11 years of industry experience. She has worked with Cambridge Investment Research entities since 2015 and has been associated with GreenWealth since 2021. Harmon also acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management approaches and offers proprietary model strategies under the Founders Gate Capital brand.

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.