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Felix L

Series 63, Series 65

Murfreesboro, TN

LPL Financial

Felix Lemarinel is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Transamerica Financial Advisors and Galt Line Inc. Outside of advising, he is a blog writer and author for OG's Truth. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology solutions.

College savings (529s, UTMA, etc.)
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Landon C

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Landon Carlisle is a financial advisor with Robert Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is an owner of a rental property in Murfreesboro. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies, including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Randy B

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Randy Barnum is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2018 and owns Barnum Enterprises, a separate business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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