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Reuben C

Series 63, Series 66

Nashville, TN

LPL Financial

Reuben Coopwood is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and eight years of industry experience. He has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2020, and he has been associated with First Horizon since 2020. 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, third-party asset management, and institutional platforms, combining advisory solutions with non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph G

Series 66

Nashville, TN

LPL Financial

Joseph Grenvicz is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at First Tennessee Brokerage and First Tennessee Insurance Services since the early 2000s and had a brief tenure at FTB Advisors, Inc. Outside of his advisory role, he is involved as a media personality with JTF Media LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by both proprietary and third-party resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kristen B

CFP®, ChFC®, Series 66

Nashville, TN

LPL Financial

Kristen Beckstead is a CFP® and ChFC® credentialed advisor with 20 years of industry experience. She currently works at LPL Financial and previously held roles at First Horizon Bank, Ftb Advisors, Inc., First Tennessee Brokerage, and Ameriprise. 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 financial planning, model portfolio programs, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Evin E

CFP®, Series 66

Nashville, TN

LPL Financial

Evin Edens is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he worked at FTB Advisors and First Tennessee Bank and spent six years at Belmont University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan B

Series 66

Nashville, TN

LPL Financial

Bryan Bolton is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He previously worked at Truist Investment Services, INC. from 2011 to 2016 and has been with FTB Advisors, INC. since 2016. Since 2025, he has been affiliated with LPL Financial, offering investment products and services under the DBA First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Debra H

Series 63, Series 66

Nashville, TN

LPL Financial

Debra Hooper is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at FTB Advisors, Synovus Trust Company, Synovus Securities, Synovus Bank, and Truist Investment Services. Outside of her financial advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and specialized institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew K

CFP®, Series 66

Nashville, TN

LPL Financial

Andrew Kintz is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at FTB Advisors, Inc. and Truist Investment Services, Inc. He is based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale with diverse non-advisory financial activities and oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Glenn B

Series 63, Series 65

Nashville, TN

LPL Financial

Glenn Bradley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ftb Advisors, Inc. based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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