Nashville, TN Office

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. 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 supported by model portfolios, third-party asset managers, and institutional platforms.

Mark Lawrence is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Edward Jones from 2006 to 2012 before joining LPL Financial in 2012. Outside of his advisory role, he serves as a director of The Mark and Tonya Lawrence Family Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Daniel Smith is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial in Nashville, TN. He has been with LPL Financial and its predecessor firms since 1998. Outside of his advisory role, he is involved in independent insurance brokerages that place non-variable life insurance, fixed annuities, and long-term care insurance. 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, third-party asset management, and institutional platforms.

Jacqueline Wolosek is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Her prior work includes 14 years at Edward Jones and a year at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises and Jackie Danza Entertainment, LLC, which are not investment related. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various investment strategies and operational tools.

Jeff Fink is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His work history includes positions at United Community Bank, Ameriprise Financial Services, Merrill, and other firms. He is also involved with United Community Advisors, a related business entity. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Reginald Ford is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Truxton Trust Company. Outside of his advisory work, he is a certified yoga instructor and is involved in authoring and speaking through the RoseCrete Wellness Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

James Newsome is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and seven years of industry experience. His prior experience includes positions at Northwestern Mutual and Merrill Lynch. 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 supported by advanced research tools and oversees over $819 billion in discretionary assets through a large network of advisors.

Amanda Schween is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at LPL Financial since 2008 and spent one year at Edward Jones prior to that. 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.

Youssef Fareed is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial and its predecessor firms since 2005 and holds a Series 66 designation. In addition to his advisory work, he teaches an investment-related college course at Vanderbilt 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Thomas Perini is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC. He is based in Nashville, TN. 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 advisors with various investment strategies and operational tools.

Erica Feldblum is a CFP® professional with over 33 years of experience in the financial services industry. She has been with LPL Financial since 1999 and is based in Nashville, TN. Outside of her advisory role, she has worked as a blackjack dealer at Encore Casino in Everett, MA. 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 services including financial planning, model portfolios, and institutional platforms, supporting its advisors with research and operational tools.

Michelle Proctor is a financial advisor with LPL Financial, holding CFP®, Series 63, Series 65, and Series 66 credentials and 25 years of industry experience. Her prior experience includes roles at Crown Capital Securities, Stifel, and Powell Johnson. She is also involved in a fixed insurance-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services alongside non-advisory financial products.

Grace Seymour is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services Inc. for 11 years before joining LPL Financial in 2024. 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.