Karen House is a Series 65-licensed financial advisor with 13 years of industry experience. She has worked at Pinnacle Wealth Management, LLC since 2016. Pinnacle Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party investment advisers to individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to tailor asset allocation and investment recommendations, managing approximately $95 million across about 139 client relationships.

Jeff Rummells is a financial advisor with Pinnacle Wealth Management, LLC in Dyersburg, TN. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior work includes 17 years at Tanje Tool. Pinnacle Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and third-party investment adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves individual and high-net-worth clients, managing about $95 million across approximately 139 client relationships.

Vondal Davidson is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone and LPL Financial since 2015. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and uses a combination of advisor-led discretionary management, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

John Lombardo is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Brookstone Wealth Advisors and National Life Group. Outside of advising, he manages a security team at Marksman Security, LLC, and works as an insurance agent for the Catholic Order of Foresters and the Greek Catholic Union. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines multiple advisory platforms and utilizes third-party asset managers, offering both discretionary and non-discretionary programs.

James Hopper is a financial advisor with LPL Financial in Dyersburg, Tennessee, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at First Citizens National Bank and First Citizens Financial Plus, Inc., with over a decade at each firm. Outside of his advisory role, he is involved as an agent with White & Associates/First Citizens Insurance, focusing on fixed annuities, life, and long-term care insurance. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

Christopher Weik is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Davis is a CFP® professional with 29 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and First Citizens Financial Plus, Inc. Davis also operates White and Associates, which focuses on non-variable 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. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and operational tools to support its network of over 22,800 advisors.

Kevin Smith is a Series 66 licensed financial advisor with six years of industry experience. He has worked at firms including Edward Jones, Robert W Baird & Co, and JJB Hilliard Lyons LLC before joining LPL Financial. 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 access to third-party asset managers, supported by technology tools for research and operations.

Zach Smith is a financial advisor with LPL Financial in Dyersburg, TN, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He previously worked at First Citizens National Bank for 16 years and held multiple roles at Morgan Stanley from 2004 to 2010. Outside of financial advising, he owns and manages a cattle farm. 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, third-party asset management, and institutional platforms.

Mary Ramsey is a CFP® professional with over 14 years of experience in the financial services industry. She joined Robert W. Baird & Co. in 2026 after 13 years at First Citizens National Bank. Outside of her advisory role, she is a 50% owner of Millstone Mountain Properties LLC, a residential real estate business she operates with her spouse. She is part of The DDK Group at Robert W. Baird & Co., which serves a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Beau Garner is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2022. Prior to his advisory role, he worked part-time at the YMCA of Dyer County performing clerical and reception duties. 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 investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

John Cloar is a financial advisor with Edward Jones in Dyersburg, Tennessee, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. He is a member of the Dyersburg State Community College Foundation Board, assisting with community fundraising efforts. Outside of advising, Cloar manages Cloar Farms, a farming operation, and owns Cloar Photography, a business focused on sports photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branches across the United States.

Jackie Garner Jr. is a financial advisor with Edward Jones in Dyersburg, Tennessee, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved as a silent partner in a retail golf business. 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 both discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Jon Mcknight is a financial advisor with LPL Financial in Dyersburg, TN, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at LPL Financial since 2004 with a nine-year tenure at Triad Advisors in between. Outside of his advisory role, he is a notary. 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.

Thomas Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Triad Advisors, Inc. for nine years before joining LPL Financial. Anderson serves as an elected board member of the Dyer County School System. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies, supported by technology tools for research and operational support.

Julia Cook is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Simmons Bank, Simmons First Investment Group, Infinex Investments, and First South Bank. 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 portfolios, third-party asset management, and institutional platforms.

Cole Shelton is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard W.L. Lyons, LLC since 2012. Outside of his advisory role, Shelton is a partial owner and investor in a technology manufacturing company and serves on investment committees for First Baptist Dyersburg and the Union University Foundation. Robert Baird’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management through a combination of in-house and third-party managers.

Timothy Walker is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 25 years of industry experience, including prior roles at Metlife Securities and Metropolitan Life Insurance Company. He also works as an agent providing assistance with life settlements for clients considering alternatives to maintaining life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client data and analysis tools to develop written recommendations without discretionary investment authority.

John Bond is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Simmons Bank, Simmons First Investment Group, Infinex Investments, and First South Bank. He serves on the board of a nonprofit cemetery trust in Denmark, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions.

Karen Paschall is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work experience includes 15 years at Farmers Service Inc. and three years at Wildflowers Clothing Company. She serves as a trustee for the McCulloch Marital Trust. The DDK Group at Robert W. Baird & Co., where she works, provides wealth management services to individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and various separately managed account programs, supported by internal research and ongoing manager oversight.