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Adam B

PFS™, Series 63

Signal Mtn, TN

LPL Financial

Adam Bridges is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials and bringing 11 years of industry experience. His previous roles include positions at Market Street Partners and Creswell Richardson. Outside of advising, he also engages in tax preparation and accounting services as a certified public accountant. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

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

CFP®, Series 63, Series 66

Signal Mtn, TN

LPL Financial

Melissa Street is a CFP® professional currently with LPL Financial and has 14 years of industry experience. She previously worked at Royal Alliance Associates for 13 years before joining LPL Financial in 2024. Outside of her advisory role, she is a state-licensed notary in Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Frank P

Series 63, Series 66

Signal Mtn, TN

LPL Financial

Frank Powell is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OSAIC for 35 years. Outside of advisory work, he is a business owner of Extreme Concrete Pumping LLC. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 66

Signal Mtn, TN

LPL Financial

Laurie Powell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She worked at Royal Alliance Associates, Inc. for 30 years before joining LPL Financial in 2024. Outside of advisory services, she is involved in farming through a family business entity that leases land for agricultural purposes. 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 provides a wide range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and customized strategies supported by advanced 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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