Franklin, TN Office

Katherine Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and The Huntington Investment Company. She is also involved with FORA in a capacity outside of investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory, brokerage, and institutional platforms with various investment strategies supported by advisor-facing tools.

Dustin Myers is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Guardian Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Winston Minter is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities from 2004 to 2018 before joining LPL Financial in 2018. Minter holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.

Scott Pandillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Liberty Wealth Management, LLC and Next Financial Group, each for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Benjamin Fordham is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Raymond James Financial Services and Pinnacle Bank, as well as Fifth Third Securities. Outside of finance, he is co-owner of Hotworx, a fitness franchise. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and spent seven years at Invest Financial Corporation prior to that. Fuson is also involved in the sales of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Michael McNicholas is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Securities America Advisors and his own business under his name. Outside of finance, he is involved in a film and photography business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Terrence Wittman is a Series 66 licensed financial advisor with LPL Financial, based in Franklin, TN, where he has worked since 2003. He has 26 years of industry experience, including prior work at Equitable Advisors from 2000 to 2003. Wittman is also an outside agent for non-variable insurance products with several firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.