Top retirement income strategy financial advisors in Crossville, TN

Scott Hadley is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management Services, Independent Financial Group, and his own sole proprietorship. He also has involvement in insurance sales through Silverhawk Insurance Services. Carson Wealth is an SEC-registered investment adviser with an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a centralized Investment Committee and a wide range of tailored portfolio solutions.

Ronn Christensen is a financial advisor with North Pointe Financial Advisors, Inc. in Crossville, TN. He holds the Series 66 designation and has 16 years of industry experience. Prior to founding North Pointe in 2012, he worked with various insurance carriers for W & R Insurance Agencies and also owns Black Diamond Marketing, an advertising agency based in Crystal Lake, IL. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a non-discretionary investment approach using computer-modeled mutual fund portfolios, offering clients a range of strategies from Conservative Income to Aggressive Growth.

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 financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 19 years. He has been with RBC Capital Markets since 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers along with RBC’s extensive capital markets and affiliated asset management capabilities.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 programs and investment options, operating under a fiduciary standard.