Our Team
Terrence Wittman
LPL Financial Advisor
Drawing from decades of experience as a registered investment advisor, Terrence helps clients define long-term investment goals and build a personalized investment portfolio to pursue them.
Terrence starts by getting to know each client personally, tuning in to their financial needs, goals, and preferred lifestyle. He specializes in customizing investment portfolios for short- and long-term investment goals, portfolio management, deferred sales trusts, financial exit strategies, and more.
Terrence Wittman, one of the LPL Financial registered representatives associated with this website, may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, IN, MI, NJ, OH, PA, SC, TN, TX, WI
Cain Myers
LPL Financial Advisor
With a Bachelor of Business Administration degree from Mississippi State University and over 15 years of experience in the financial industry, Cain has developed a wide range of expertise in financial planning, life insurance, and investment management. They have acquired multiple certifications and skills in areas such as financial analysis, risk management, portfolio optimization, asset allocation, retirement planning, estate planning, tax planning, and wealth management. Cain is passionate about helping clients—whether individuals, families, or businesses—achieve their financial goals and dreams.
Working alongside a team of professionals who share the same vision, Cain is committed to delivering personalized, ethical, and high-quality financial solutions. Always eager to stay informed on the latest trends and developments, they prioritize continuous learning and networking with other experts in the field. Cain’s mission is to empower clients with the knowledge, tools, and strategies necessary to make informed and confident financial decisions.
Cain Myers, one of the LPL Financial registered representatives associated with this website, may only discuss and/or transact securities business with residents of the following states: TN.
