Seasoned financial advisors in Dyersburg, TN

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.

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.

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.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party 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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.