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Bedford K

Series 63

Lebanon, TN

Cetera

Bedford Kirkland is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. His work history includes roles at LPL Financial and several firms he has founded or managed, such as Kirkland Financial and Kirkland Acquisitions. He serves on the board of the Kirkland Foundation, a community and charitable organization. Cetera Investment Advisers LLC is a large SEC-registered advisor supporting over 10,000 independent advisors nationwide. The firm offers a multi-manager platform with a range of portfolio management and retirement services for individual, corporate, charitable, and institutional clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles G

Series 63, Series 65

Lebanon, TN

Cetera

Charles Gore II is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, previously working with LPL Financial, LLC from 2003 to 2026. He also operates a business under HTK Wealth Management, LLC and spends a portion of his time involved with HTK Insurance Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement a variety of investment strategies through affiliated and third-party managers, supported by over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher H

Series 63

Lebanon, TN

Cetera

Christopher Hodges is a financial advisor with Cetera who holds a Series 63 designation and has 33 years of industry experience. He has worked at Cetera and its affiliate firms since 2026 and previously spent 25 years with LPL Financial. Hodges is also involved with HTK Insurance Services, where he offers non-variable insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporations, charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles W

Series 66

Lebanon, TN

Cetera

Charles Ward is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He has worked in roles at HTK Wealth Management and LPL Financial prior to his current position. Outside of his advisory work, he has been involved with YMCA Camp Seagull for nine years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform incorporating both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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