Ronald Berard

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.

Steven Dick is a CFP® and ChFC® with 22 years of industry experience. He is the President of Sapiat Asset Management, LLC and Sapiat Real Estate, Inc., as well as Chairman and CEO of Sapiat Financial Group, Inc. Prior to his current roles, he worked at Raymond James Financial from 2010 to 2016. Sapiat Asset Management serves individuals, families, trusts, and employee benefit plans, providing discretionary portfolio management, securities consulting, financial planning, pension consulting, and advice on digital assets and private placements. The firm manages wrap accounts on a long-term basis using both fundamental and technical analysis and is notable for accepting digital assets as payment and using performance-based fees for certain digital asset accounts.

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.

Linda Hager is a financial advisor at Landaas & Company with 24 years of industry experience. She has been with Landaas & Company since 1999 and holds the Series 63 designation. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to create diversified portfolios tailored to clients’ objectives and risk tolerance.

Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, TN, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Lincoln Financial Securities and operating The Ashford Group since 2005. Ashford is involved in managing power of attorney and estate responsibilities for family members. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, corporations, and brokerage clients, using written Investment Policy Statements and a long-term trading approach across a diverse range of securities.