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Pene S

Series 63, Series 65

Camp Hill, PA

LPL Enterprise

Pene Shoemaker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at 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 advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products via an integrated platform.

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

Series 66

Dewitt, NY

LPL Enterprise

Ibrahim Elmekkawy is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has held supervisory roles at Main Event Entertainment outside of his advisory work. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various asset management programs.

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

Series 63, Series 65

Warren, PA

LPL Enterprise

Timothy Holter is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he serves on the Warren County Council on Tourism & Chamber Operations Board of Directors and is vice president of a local youth wrestling nonprofit. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its comprehensive platform.

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

Series 63, Series 65

Southborough, MA

LPL Enterprise

George Mullin Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he serves as an assistant freshman football coach at Lincoln-Sudbury High School. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management solutions through an integrated platform that combines advisory programs with brokerage and insurance products.

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

Series 65, Series 63

Troy, MI

LPL Enterprise

Carey Jackson IV is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a board director for a nonprofit condominium association and is a commissioned officer in the Michigan Army National Guard. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

Series 66

Holmdel, NJ

LPL Enterprise

David O'Neill is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. Outside of his advisory role, he is involved in managing a family-owned commercial real estate business. 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, consulting, and access to model portfolio programs, combining advisory services with the sale of insurance and other financial products via an integrated platform.

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

Series 66

Syracuse, NY

LPL Enterprise

Evan Pace is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Optomi LLC, RadNet, and Rochester Institute of Technology. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products supported by an integrated platform.

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

Series 63, Series 65

Hunt Valley, MD

LPL Enterprise

Ryan Turner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and at Pruco Securities, LLC from 2010 to 2024. He currently operates out of Hunt Valley, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs through both advisory and brokerage channels.

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

Series 66

Houston, TX

LPL Enterprise

Scott Hurwitz is a financial advisor with LPL Enterprise, holding a Series 66 designation and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over two decades. 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 a range of brokerage and insurance products through an integrated platform combining adviser programs with product sales.

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

ChFC®, Series 63, Series 65

Portland, ME

LPL Enterprise

Natalya Robbins is a ChFC® credentialed financial advisor with 25 years of industry experience. She currently works at LPL Enterprise and previously spent 23 years at Pruco Securities, LLC. Robbins hosts monthly Zoom events focused on women, providing educational seminars and workshops. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through both advisory and brokerage channels.

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

Series 63, Series 65

Garden City, KS

LPL Enterprise

Richard Mcnaught is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC from 1978 to 2024 before joining LPL Enterprise. Outside of his advisory role, he is an investor in AllHay.com, LLC, a separate business entity. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

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

Series 66

Baton Rouge, LA

LPL Enterprise

Brian Bowman is a financial advisor with LPL Enterprise, holding a Series 66 designation and no prior industry experience. His work history includes positions at Hancock Whitney Bank and Gulf Coast Bank. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with financial product sales.

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

Series 63, Series 65

Shelton, CT

LPL Enterprise

Roger Madero is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including a long tenure 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, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

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

Series 66

Melville, NY

LPL Enterprise

Benjamin Lee is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes roles at Youngsun Kang CPA PC and entrepreneurial experience with Barnyard Bagel Company. He also worked in various positions during his time at the University of Miami and at Schultzy's Restaurant. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, financial planning, and access to third-party asset management programs.

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

Series 63, Series 65

Brandon, VT

LPL Enterprise

Oleg Kryzanovski is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at 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, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

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

Series 63, Series 65

Paramus, NJ

LPL Enterprise

Christopher Leckenby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served clients for over a decade. He is also involved with Jewelers Mutual Group in a property and casualty role. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and access to third-party asset management. The firm’s integrated platform combines adviser programs with brokerage and insurance products, utilizing both discretionary and non-discretionary advisory approaches.

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

Series 66

Helena, MT

LPL Enterprise

Brock Johnsen is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. His prior roles include positions at Strategic Financial Inc and teaching at North Dakota State University and various schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining these with brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Roseville, CA

LPL Enterprise

Taylor Reed is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise, Taylor worked at The 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 advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

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

Series 66

Irvine, CA

LPL Enterprise

Evan Osborne is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Evan is also an artist and musician. 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, consulting, third-party asset management, and access to a range of financial products within an integrated platform.

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

Series 63, Series 65

Miami, FL

LPL Enterprise

Thomas Malkasian is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in the property and casualty insurance business through Thomas Malkasian Insurance Agency, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers.

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