Thomas Phy

Thomas Lawrence is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Prospera, he worked at Jackson National Life Distributors, LLC, Copper Cellar, and United Parcel Service. Prospera Financial Services is a multi-team firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a variety of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Daniel Mossakowski is a financial advisor with Prospera Financial Services, Inc. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Prospera since 2014 and is a partner in two related entities that provide investment and fiduciary consulting services. Outside of finance, he is a general partner in a business that offers baseball and softball training services for youth and professional athletes. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a broad mix of individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Jeremy Doll is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he leads a youth group at Jacob's Tent, a charitable church organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Thomas Herndon is a financial advisor with LPL Financial in Dover, TN, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group Inc for 13 years. He is also employed part-time at Stewart County High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and both discretionary and non-discretionary portfolio management.