Julie Stout is a Series 66-licensed financial advisor with six years of industry experience. She is currently with LPL Financial and has previously worked at FTB Advisors and Park Sterling Bank. Stout also serves as a senior vice president at First Horizon Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ashley Waters is a financial advisor at LPL Financial in Charlotte, NC, holding the Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, Waters worked at First Horizon Bank for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

David Halvorsen is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has previously worked at UBS Financial Services, Merrill, and Banc of America Investment Services. Halvorsen is also a Senior Vice President at First Horizon, a financial institution role he has held since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of strategic and tactical investment approaches.

James Bunting is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at First Tennessee, Guardian Life, Stancorp Investment Advisers, Wells Fargo Clearing, Robert Baird & Co., and Morgan Stanley. In addition to his advisory role, he receives compensation from investment-related sales of insurance and annuities through affiliated insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.