Brentwood, TN 211 Franklin Road Office

Phillip Knight is a CFP® professional based in Brentwood, TN, with 26 years of industry experience. He currently works at LPL Financial and has prior experience with Ftb Advisors, Inc. and First Tennessee Brokerage. 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, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through its network of over 22,800 advisors.

Miriam Kleine Kracht is a CFP® professional with seven years of experience in the financial industry. She is currently affiliated with LPL Financial and has previously worked at FTB Advisors and Belmont University. 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 variety of financial planning and portfolio management services, utilizing a wide range of strategies and technology tools to support its network of over 22,000 advisors.

Ryan Belwood is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. over a 14-year span. 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 investment management services, including model portfolio programs and institutional platforms, supported by advanced operational tools.

Trista Calvert is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and six years of industry experience. She previously worked at First Tennessee Bank from 2013 to 2019 and has been associated with First Horizon Bank since 2019. 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, third-party asset management, and institutional platforms while supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Shari Lyle is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., Fifth Third Securities, Inc., and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

Bard Powell is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience, currently serving as a financial advisor at LPL Financial in Brentwood, TN. His prior roles include positions at First Horizon Bank and SA Stone Wealth Management Inc. Powell was also involved with Arthur Powell Group LLC for over two decades. 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 asset management solutions through a large network of advisors and incorporates various model portfolios and third-party strategies.

Derek Lyle is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and one year of industry experience. His background includes roles at First Horizon Bank and Louisiana Pacific Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diverse investment strategies and employs technology tools to support advisors while managing over $819 billion in discretionary assets across a large network of representatives.

Zachary Bell is a financial advisor at LPL Financial in Brentwood, TN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at First Horizon, Forrester Research, and Jackson National Life Distributors 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 other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its advisors with research, technology, and various financial services platforms.

Christopher Slonecker is a financial advisor with LPL Financial in Brentwood, Tennessee, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior firms include First Tennessee Brokerage, Inc., New England Securities, and FTB Advisors, Inc. He serves as a board member and treasurer for Welcome Home Ministries, a nonprofit aiding men in recovery. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, utilizing both proprietary and third-party investment strategies.

Steven Boles is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. He has previously worked at First Horizon Advisors, Truist Investment Services, and Citigroup Global Markets. Boles serves on the board of FiftyForward Endowment as Treasurer. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Cara Rhodes is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at First Horizon Advisors, Wells Fargo, Infinex Investments, Gibraltar Private Bank & Trust, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

R Bell is a financial advisor with LPL Financial based in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ftb Advisors, Inc. and has been associated with First Tennessee Brokerage Inc and First Tennessee since 2001. 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 financial planning, asset management programs, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Elizabeth Knight is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial and First Horizon Bank. Her prior experience includes roles at Ftb Advisors, Inc., First Tennessee Brokerage, and Morgan Keegan & Company, LLC. 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 solutions, utilizing both proprietary and third-party strategies with operational support tools for its network of over 22,800 advisors.

Stuart Goss is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at First Tennessee and New York Life Investment Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives 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 and institutional platforms.

Drew Powell is an advisor at LPL Financial with a Series 66 designation and experience beginning in 2026. Prior to joining LPL Financial, he worked at First Horizon Bank and has a background that includes roles at Wake Forest University and Montgomery Bell Academy. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.