John Vita

Samuel Holt is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Morristown, TN. He has been with Edward Jones since 2016 and previously worked at Old Dominion Freight Line from 2011 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Adam Schrader is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Edward Jones and served as CEO of LvLuP Solutions, a small business consulting firm focused on processing finance applications and operational support for bank funding to business clients. He is also affiliated with the New Tazewell Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm uses goal-based analyses and offers combined planning and managed-account services under a consolidated billing option called WealthPlan.

Delaney Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Vick has worked at Primerica Advisors since 2017 and previously at University Cancer Specialists from 2013 to 2018. Outside of advisory work, Vick is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Bobbi Truax is a financial advisor with Primerica Advisors in Talbott, Tennessee, holding Series 63 and Series 65 licenses. She has experience across multiple industries, including roles at Primerica Financial Services and Caliber Collision. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Aaron Edwards is a financial advisor with Primerica Advisors in Talbott, TN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with PFS InvestmentS Inc. and Primerica Financial Services for over a decade and has a long tenure at Sonoco Flexible Packaging. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.