Chaely Woods is a financial advisor with LPL Financial in Morristown, TN, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with FTB Advisors, Inc. since 2015 and joined LPL Financial in 2025. Outside of her advisory role, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Zitt is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at FTB Advisors and Porsche Consulting. Based in Morristown, TN, he has been active in investment advisory roles since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services featuring discretionary and non-discretionary management, model portfolios, and research support.

Tanna Rainey is a financial advisor with LPL Financial in Morristown, TN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, she has been involved with First Horizon since 2008 and has operated her own businesses, including Plunder Design and Flowers By Tanna. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.