Chaely Woods is a financial advisor with LPL Financial holding a Series 66 license and 10 years of industry experience. She has worked at FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies that include discretionary and non-discretionary management.

Daniel Zitt is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. He previously worked at FTB Advisors, Porsche Consulting, and First Horizon Advisors, Inc. Outside of his advisory role, he is involved with investment products and services offered through LPL Financial using the trade name First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Tanna Rainey is a financial advisor with LPL Financial in Morristown, Tennessee, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon since 2008 and has entrepreneurial experience with Plunder Design and Flowers By Tanna. She operates a side business, Plunder Design, which she has managed since 2020. 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, supported by advanced research and operational tools.