Quentin Knifley

Roger Smothers Jr. is a financial advisor at R.D. Smothers Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he serves as Chapter President of the Cumberland Chapter of the American Financial Education Alliance, where he speaks at educational seminars on taxes and Social Security. R.D. Smothers Wealth Management offers discretionary and non-discretionary portfolio management and financial planning primarily for individual clients. The firm employs a range of investment strategies and tools, combining fundamental and technical analysis with modern portfolio theory, and provides access to third-party money managers and model portfolios.

Walter Jones is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at First Savings Bank and Magnolia Bank. He is also involved in the sale of insurance and annuity products through affiliated companies. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.