CFP®-certified, annuities financial advisors in Lewisburg, TN

Steve Lewis is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of advising, he owns a condo timeshare in Destin, Florida. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them. Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program. She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.

Julia Mc Cray is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. She holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, Pickens Hollow Financial Group, and New York Life insurance company, where she spent 28 years. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Jessica Smith is a financial advisor with Integrated Wealth Concepts LLC in Chapel Hill, TN, holding a Series 66 designation and 13 years of industry experience. She has previously worked at Bankers Life and its affiliated entities from 2009 to 2025. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income while sponsoring wrap-fee programs and custom portfolio solutions.

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.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

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, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.