CFP®-certified financial advisors in Crossville, TN

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.

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.

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.

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.

Charles Lewis is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been with UBS Financial Services since 2007, based in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor client strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.