Robert Claytor is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations and has a long tenure with First Tennessee Brokerage Inc and First Tennessee, where he has been affiliated since the early 1990s. Claytor is based in Knoxville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by various model portfolios and research resources.

John Sergent is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2025 and has been affiliated with First Horizon since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Melissa Clark is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. Her career includes longstanding roles at First Tennessee and related entities since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Karnes is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked with FTB Advisors, Inc. and First Tennessee Brokerage over the past two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.