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Michael F

Series 63, Series 66

Quincy, IL

LPL Enterprise

Michael Farha is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate entities, using a model-driven investment approach and offering access to third-party asset managers and affiliated trust and insurance services.

Tax-loss harvesting
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Jon W

Series 63, Series 66

Quincy, IL

LPL Enterprise

Jon Winter is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations, with nine years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has operated his own business, JJK Winter Inc., for two decades. Outside of his advisory role, he is involved in real estate rental activities through JS Winter LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust custody services.

Tax-loss harvesting
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Nathan O

Series 66, Series 63

Quincy, IL

LPL Enterprise

Nathan Orr is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his financial career, he has been involved with JIMMY JOHNS since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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