Connor Jackson is a Series 66 licensed financial advisor with LPL Enterprise, based in Auburn, ME, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, his background includes roles in various sectors such as manufacturing and retail. LPL Enterprise, LLC serves a wide range of clients including individuals, high-net-worth investors, and corporate entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions. The firm also provides brokerage and insurance services through affiliated entities.

Charlotte Kelly is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Keybank and Key Investment Services LLC, where she spent 13 years, as well as experience at Morgan Stanley DW Inc. She also has involvement with Crescent Industries INC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily based on portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and affiliated trust and insurance services.

James Jackson IV is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.