Nashville, TN Bna Drive Office

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and the W&R Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Craig Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and various insurance carriers over 19 years, as well as a brief period running the Heirloom Shop. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Charles Montgomery is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Sinor Marcum Group and Waddell & Reed, Inc., along with involvement in political and community organizations such as the Davidson County Republican Party and the GOP Minority Coalition of Middle Tennessee. Montgomery has also operated Montgomery Music Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Oakley is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sinor Marcum Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. Oakley operates Elevation Wealth Advisors, an investment-related business under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of offerings including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, utilizing a broad spectrum of investment strategies supported by research and technology tools.

Joshua Marcum is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has held various roles including with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors and supported by extensive operational tools and platforms.

Dean Morgan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Sinor Marcum Group LLC, America2030, and held various roles at Waddell & Reed Inc. and related insurance agencies. Morgan is involved in non-variable insurance and has other business engagements related to investment and financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of investment adviser representatives and a diverse set of platform options.

Thomas Sinor Jr. is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and his own firms, Sinor Marcum Group and Thomas Sinor. He has also maintained a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of advisors and advanced research tools.