James Dickey

Alan Rader is a financial advisor at Cornerstone Wealth Management Group with a Series 65 designation and two years of industry experience. Prior to joining Cornerstone Wealth Management Group, he worked for nine years at Greeneville Federal Bank. Outside of his advisory role, he owns and operates Angus Farm, managing cattle operations. Cornerstone Wealth Management Group serves primarily individual and high-net-worth clients with portfolio management and financial planning, offering both discretionary and non-discretionary services. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, focusing on long-term trading with regular monitoring and rebalancing.

Brian Click is a CFP® with 26 years of industry experience, currently serving at Cornerstone Wealth Management Group. His prior experience includes roles at Cornerstone Risk Management Group and Cambridge Investment Research. In addition to his advisory work, he is an independent insurance agent. Cornerstone Wealth Management Group provides portfolio management and financial planning primarily to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis. The firm offers discretionary and non-discretionary services, cash management, and supports held-away retirement and education accounts, with distinctive features such as a wrap-fee program and educational seminars.

George Scott is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Cornerstone Wealth Management Group since 2022, following four years at Edward Jones and six years at Greeneville Federal Bank FSB. Cornerstone Wealth Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis. The firm offers discretionary and non-discretionary management, integrates held-away assets into overall portfolio oversight, and sponsors a wrap-fee program along with educational seminars for clients and the public.

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Timothy Chambers is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds a Series 66 credential and has worked previously at Traverso Chambers Private Wealth Management and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is a 50% owner of Traverso/Chambers, LLC, a property management business. MAI Capital Management provides investment management and wealth management services to individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, third-party managers, and private investments, and offers specialized services such as retirement consulting, trust administration, and insurance administration.

Charles Plaster is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including W&S Brokerage Services and Western and Southern Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.