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Michael B

Series 63, Series 66

Franklin, TN

LPL Enterprise

Michael Bobo is a financial advisor with LPL Enterprise in Franklin, TN, holding Series 63 and Series 66 designations and four years of industry experience. He previously operated as a sole proprietor under Common Cents FP and worked with McCay Wealth Advisory LLC and Ascend Federal Credit Union. Outside of his advisory role, he serves as a public notary. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management, and a range of brokerage and insurance products, using an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Norman J

Series 63, Series 65

Franklin, TN

LPL Enterprise

Norman Jordan is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America and FS Sports Wealth & Entertainment, LLC. Outside of his advisory role, he serves as a color analyst for Vanderbilt football radio broadcasts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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William W

Series 66

Franklin, TN

LPL Enterprise

William Webster is a Series 66-licensed advisor with LPL Enterprise, based in Franklin, TN, holding two years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various unrelated fields such as Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels supported by an integrated platform that includes financial planning, asset management programs, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Haymanot B

Series 66

Franklin, TN

LPL Enterprise

Haymanot Bekele is a financial advisor with LPL Enterprise and holds the Series 66 designation. Bekele has worked at LPL Enterprise since 2026 and has prior experience in the Tennessee Army National Guard, Aramark, Middle Tennessee State University, and other roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jonathan J

Series 66

Franklin, TN

LPL Enterprise

Jonathan Jones is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he gained experience in various roles, including positions at CubeSmart and EM Protective Services, as well as academic experience at the University of Tennessee at Chattanooga. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Harold J

CFP®, Series 63, Series 65

Franklin, TN

LPL Enterprise

Harold Jackson II is a CFP® professional affiliated with LPL Enterprise, bringing 36 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Raymond James & Associates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Justin H

Series 66, Series 63

Franklin, TN

LPL Enterprise

Justin Harnick is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bankers Life, and teaching positions at Belmont University, Nassau Community College, and Village School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Catherine O

Series 63, Series 65

Franklin, TN

LPL Enterprise

Catherine Oconnor is a financial advisor at LPL Enterprise with 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dean P

Series 66

Franklin, TN

LPL Enterprise

Dean Patton is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, he held roles at Forvis Mazars, Healthcare Corporation of America, and other organizations. He is also involved in teaching at Williamson College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory, and brokerage services through a platform that integrates various adviser programs and financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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John F

Series 65, Series 63

Franklin, TN

LPL Enterprise

John Fair is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Financial & Tax Architects, Asure Software, Vestwell, Human Interest, Paychex, and AT&T. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining advisor programs with other financial services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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