Erin Kunz is a financial advisor at IWC Financial Planning with 10 years of industry experience. She holds the Series 63, 65, and 66 designations. Her prior experience includes two separate tenures at LPL Financial totaling nine years and a period of self-employment since 2015. Outside of her advisory work, Kunz owns and operates a bookkeeping business in Tracy City, Tennessee. IWC Financial Planning serves individuals, trusts, businesses, endowments, and nonprofit organizations by providing financial planning and participant plan consulting without managing client assets directly. The firm emphasizes asset-class allocation and a passive, low-cost indexing investment approach, offering plans on a project or subscription basis with optional ongoing support through a planning platform.

David Steinfeld is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes prior roles at Caldwell Advisors, Raymond James Financial, and Morgan Keegan & Company. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Tandy Lewis Jr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior business activities include partnerships and managing family assets through entities such as TABB EQUITIES LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with financial planning and advisory services. The firm offers a range of portfolio management styles and municipal advisory services, supporting advisors with extensive research and tailored client solutions.