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Chris K
CFP®, Series 63
Franklin, TN
LPL Financial
Chris Kimler is a CFP® professional with 31 years of experience in the financial industry. He is currently affiliated with LPL Financial and has worked in related roles at First Tennessee Brokerage, Inc. and First Tennessee Bank for over three decades. 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 a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by extensive operational and research tools.
Lonnie L
Series 63
Franklin, TN
LPL Financial
Lonnie Liston is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has previously worked at First Tennessee Brokerage, Inc. for 30 years and at Ftb Advisors, Inc. for one year. Lonnie is based in Franklin, TN. 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 a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.
Brian K
CFP®, ChFC®, Series 63, Series 65, Series 66
Franklin, TN
LPL Financial
Brian Kuefler is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® and ChFC® designations and has a background that includes over two decades with First Tennessee and its affiliated entities before joining LPL Financial and First Horizon Bank in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.
Phillip B
Series 63
Franklin, TN
LPL Financial
Phillip Brooks is a financial advisor with LPL Financial and holds a Series 63 designation. He has 28 years of industry experience, including a 20-year tenure at First Horizon Advisors, Inc. Prior to joining LPL Financial, he held positions at Ftb Advisors, Truist Investment Services, and NCF Financial 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.
William E
ChFC®, Series 63, Series 65
Franklin, TN
LPL Financial
William Elliott is a financial advisor with LPL Financial in Franklin, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience and has previously worked at firms including Northwestern Mutual Wealth Management Company, UBS Financial Services, and F Link Forester. Elliott is involved with WLE Holdings, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and platforms, supported by research and technology tools, and oversees over $819 billion in discretionary assets through a large network of advisors.
Eric W
Series 66
Franklin, TN
LPL Financial
Eric White is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Ftb Advisors, Inc. and First Tennessee Brokerage. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
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