FINANCIAL PRODUCTS & SERVICES: •Financial Planning •Retirement Planning •IRA - Traditional, Roth & Beneficiary •Professional Asset Management •Estate Planning •Mutual Funds •Annuities •College Savings Plans •Stocks & Bonds •Life Insurance For a list of states in which I am/we are registered to do business, please visit https://www.capstarbank.com/Wealth-Management Member SIPC | sipc.org Securities and advisory services offered through LPL Financial, a registered investment advisor, member SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Capstar Bank deposits and are not FDIC insured. These products are not obligations of the Capstar Bank and are not endorsed, recommended or guaranteed by Capstar Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.