Ken A. Shipley, CFP®
865.985.0406
Nelson Brittain, MBA
865.410.0151
Nick Weissfeld
865.985.0406

 

StoneBridge Advisors, Inc.
10420 Jackson Oaks Way, Suite 102
Knoxville, TN 37922
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Extended Sagemark Private Wealth ServicesTeam

Steve Smith

Dan Prischiotta

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.
  • BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 

 

 

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

  • Areas of expertise: Key concepts and strategies for the high net worth market.
  • St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, and numerous technical and internal Lincoln business management sessions.

 

 

 

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

  • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
  • BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.