Independent financial advisors in Greeneville, TN

Julia Russell is a financial advisor with Edward Jones in Anderson, South Carolina. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Forward Air from 2016 to 2018. Outside of her advisory work, she engages in a hobby involving making lamps and candles from repurposed bottles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Lincoln Bowman is a financial advisor with LPL Financial in Greeneville, TN, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Andrew Johnson Bank and Capital Square LLC. Outside of finance, he has been involved with Greenville Parks and Recreation since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning.

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 CFP® and ChFC® with 22 years of experience in financial advisory services. He serves as President of Sapiat Asset Management, LLC and has held leadership roles within related entities including Sapiat Financial Group, Inc. and Sapiat Real Estate, Inc. His current advisory role is with 1796 Investment Management & Consulting, which focuses on government entities. Sapiat Asset Management provides investment advice to individuals, families, trusts, estates, and retirement plans, managing discretionary portfolios primarily through a firm-sponsored wrap fee program. The firm uses both fundamental and technical analysis with a generally long-term investment approach and includes digital assets among its offerings.

Lori Harmon is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 10 years of industry experience. She has worked at Cambridge Investment Research, Inc. since 2015 and currently is affiliated with both Cambridge Investment Research Advisors and GreenWealth. In addition to her advisory work, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of platforms and strategies tailored to client objectives.

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.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.