Brentwood, TN Office

Thomas Medlin III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2013 before joining LPL Financial, where he has been since 2013. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Charles Cato II is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, SSN Advisory, and Vista Asset Management. Outside of his advisory role, Cato is also a licensed notary. 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, advisory, and brokerage services supported by technology and a broad platform of investment options.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has prior experience at Securities America Advisors and Securities America, Inc. Outside of her advisory role, she is also employed as a software engineer at Vanderbilt University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Ronald Akers is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Raymond James Financial and UBS Financial Services. 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 asset management services through a large network of advisors.

George Forbis Jr. is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2005 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, wrap and model portfolios, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with a range of investment strategies and operational tools, while managing over $819 billion in discretionary assets through a large network of advisors.

Michael Sandifer is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. Outside of his advisory work, Sandifer is also involved as a musician with Little Cur Music. 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 a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a large network of investment adviser representatives.