ADVISOR BIO

Alan Rader is an Investment Advisor Representative at Cornerstone Wealth Management Group. Alan is a licensed Investment Advisor Representative in Tennessee. Alan has been in the financial industry since May 2013. Alan specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group is a Registered Investment Advisor (RIA) headquartered in Greeneville, Tennessee. The firm provides financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group manages over $190 million in assets for over 1,275 clients.

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ADVISOR BIO

Andrew Julian is a financial advisor at Cornerstone Wealth Management Group. Andrew has been in the financial industry since 2016 and has a Series 7 and Series 63 license. Andrew is also a Certified Financial Planner. Cornerstone Wealth Management Group is a registered investment advisor with over $190 million in assets under management. The firm provides financial planning, portfolio management for individuals, and educational seminars. Andrew has experience working with a variety of clients, including individuals, families, and businesses.

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ADVISOR BIO

Brandon Helton is a financial advisor at Edward Jones. Brandon has been in the financial services industry since January 2020. Brandon is licensed in Kentucky, Louisiana, North Carolina, Tennessee and Virginia. Brandon has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Brian Click is a financial advisor with Cornerstone Wealth Management Group, based in Greeneville, TN. Brian has been working in the financial services industry since 2000. He has a Series 7, Series 6, and Series 63 license. Brian is a Certified Financial Planner (CFP®). Brian also has a long history of working for several companies, including Edward Jones, PRUCO Securities Corporation, UVEST Financial Services Group, Inc., LPL Financial LLC, and Cambridge Investment Research, Inc.

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ADVISOR BIO

Charles Wagner is a financial advisor with LPL Financial LLC. Charles has been in the financial industry since 2003 and has a broad range of experience in the financial services sector. Charles is registered with FINRA and holds the Series 7 and 63 licenses and the SIE certification. Charles also holds the Series 65 license and is registered as an Investment Advisor Representative. Charles is an active member of the community, and has a passion for helping his clients achieve their financial goals. Charles specializes in providing financial advice and planning services to individuals, families, and businesses.

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ADVISOR BIO

Christopher O'Dell is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Greeneville, Tennessee. Christopher has been in the securities industry since November 19, 2002. Christopher is licensed to provide investment advice in Tennessee, Texas, and numerous other states. Christopher has a comprehensive set of licenses including Series 6, 7, 63, and 65, as well as the SIE exam. Prior to joining Cambridge Investment Research Advisors, Inc., Christopher was registered with LPL FINANCIAL LLC.

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David Anderson Reel is a financial advisor in Greeneville, Tennessee with over 11 years of experience in the financial services industry. David is registered with Edward Jones and has been with the firm since April 2020. Before joining Edward Jones, David worked for State Farm VP Management Corp. David holds Series 6, 7, 63, and 66 licenses and has a Bachelor of Science in Business Administration. David is committed to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

George Robert Scott is a financial advisor who provides investment advice to individuals, families, and charitable organizations. George is currently registered with Cornerstone Wealth Management Group in Greeneville, TN. Previously, he was registered with Edward Jones in Greeneville, TN. George offers a range of financial services, including financial planning, investment management, and educational seminars. George Scott is also a Certified Financial Planner.

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ADVISOR BIO

Jennifer Lynnette Keller is a financial advisor with First Horizon Advisors, Inc. based in Greeneville, TN. Jennifer has been in the industry since March 19, 2000, holding both Series 6 and 63 licenses. She is a registered representative in Tennessee. First Horizon Advisors, Inc. provides a wide array of financial planning and advisory services including portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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ADVISOR BIO

Keefer Wesley Andrew is a registered representative with Edward Jones. Keefer has been in the securities industry for 2 years and has been with Edward Jones since July 2023. Keefer is registered in Alabama, Florida, South Carolina and Tennessee. Keefer holds the Series 66, Series 7TO, and SIE licenses. Keefer has a background in financial services and has worked in the industry for several years. Keefer is committed to providing personalized financial advice and helping clients reach their financial goals.

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