Garrett Kaumeyer is a Series 66 licensed financial advisor at LPL Financial with three years of industry experience. He has previously worked at UBS Financial Services and First Horizon Bank. His background includes diverse roles spanning financial services and other sectors such as food service and education. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

James Powell Jr. is a financial advisor with LPL Financial in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ftb Advisors, Inc. and First Tennessee Brokerage, where he has been active for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.