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Christopher C

Series 66

Waverly, TN

Cornerstone Wealth Management, LLC

Christopher Clayton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Cornerstone Wealth Management since 2013 and concurrently affiliated with LPL Financial since 2012. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and utilizes fundamental, quantitative, and qualitative analysis with tailored account supervision and periodic rebalancing.

Charitable giving & philanthropy Founder/Business Owner Retired
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Layla S

Series 66

McEwen, TN

LPL Financial

Layla Slater is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of experience at the firm. She also operates Saving Abigail Grace, LLC, a for-profit business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

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

Series 63, Series 65

Waverly, TN

Cambridge Investment Research Advisors

Christopher Coats is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward Jones and iHeartMedia, Inc. He is also involved as an insurance agent and affiliated with a registered investment advisor firm. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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