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Stephen S

Series 63, Series 65

Yardley, PA

LPL Enterprise

Stephen Scaccetti is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials, and has 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly five decades. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through a platform that integrates advisor programs with sales of financial products and insurance.

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

ChFC®, Series 63, Series 65

Charlestown, RI

LPL Enterprise

Paul Sheinkopf is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheinkopf is based in Charlestown, RI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party management, and a range of financial products through an integrated platform.

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

Series 63, Series 65

Warrington, PA

LPL Enterprise

Frank Campbell III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Warrington, PA. 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 an integrated platform.

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

Series 65, Series 63

Houston, TX

LPL Enterprise

Christina Ma is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked at Prudential Insurance Company of America since 2014 and previously at Pruco Securities, LLC. Outside of her advisory role, Ma is a managing member of Rayma LLC, a real estate rental business based in Houston. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to various investment and insurance products through a combined advisory and brokerage platform.

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

Series 66, Series 63

Tupelo, MS

LPL Enterprise

Anthony Dean is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include operating the A Dean Insurance Group and working with Allstate Insurance Company. Dean volunteers with the Blues City Culture Center, a nonprofit organization based in Memphis, TN. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a wide range of brokerage and insurance products.

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

Series 65, Series 63, Series 66

Holmdel, NJ

LPL Enterprise

Withle Primus is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 credentials. His prior experience includes roles at Penn Mutual and WFG/Transamerica. 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 portfolios and third-party asset management, delivering investment advice primarily through investment adviser representatives using LPL’s integrated platform.

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

Series 63, Series 65

Wichita, KS

LPL Enterprise

Curtis Bowersox is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as an appointed agent with Athene through an independent marketing agency. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

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

Series 66

Aptos, CA

LPL Enterprise

Benjamin Cox is a financial advisor at LPL Enterprise with a Series 66 designation. He joined LPL Enterprise in 2026 and has no prior industry experience. His background includes roles outside finance, such as working at O'Neil Surf Shop and Palapas, as well as extended periods as a student. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning and consulting services, access to model portfolios, and brokerage and insurance products through an integrated platform.

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

Series 66

Miami, FL

LPL Enterprise

Samuel Morady is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior work history includes roles at Lyft and Waste Cost Solutions. Outside of advising, he is involved in music as an artist and musician and hosts radio, TV, and podcast content through Sam Morady Finance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and various investment products through an integrated platform combining advisory and brokerage services.

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

Series 66

Baltimore, MD

LPL Enterprise

Eli Ben Zev is a financial advisor with LPL Enterprise in Baltimore, MD, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in selling health insurance through the Maryland Health Exchange. 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 portfolios and third-party asset management programs through both advisory and brokerage channels.

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

Series 63, Series 66

Jacksonville, FL

LPL Enterprise

Ryan Williams is a financial advisor with LPL Enterprise and holds the Series 63 and Series 66 designations. He has 17 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 14 years of service with the United States Marine Corps Reserves. Williams operates under the Alpha Wealth Group, a financial planning practice affiliated with LPL. 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 brokerage and insurance products through an integrated advisory and brokerage platform.

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

Series 63, Series 65

Valdosta, GA

LPL Enterprise

Raymond Hartford is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Premierica Financial Services. He also serves as a notary public to assist clients without charging fees. 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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Michael F

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Michael Fachler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1999 and previously at Pruco Securities, LLC. In addition to his advisory role, Fachler is involved with PAIP and Unum Provident. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

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

Series 63, Series 65

Austin, TX

LPL Enterprise

Dilnawaz Gazdar is a financial advisor with LPL Enterprise in Austin, TX, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Investment Services Company, and The Variable Annuity Marketing Company. He also acts in a fiduciary capacity for the Estate of Bomi and Roshan Gazdar. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance sales and lending solutions.

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

Series 65, Series 63, Series 66

Mercer Island, WA

LPL Enterprise

Andrew Jones is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Enterprise, he held roles including positions at Thrivent Financial and the Idaho Department of Insurance. Outside of advising, he engages in uploading designs to print-on-demand websites. 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, supported by an integrated platform that combines advisory services with active sales of financial products.

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

Series 63

Syracuse, NY

LPL Enterprise

Conway Porter III is a financial advisor with LPL Enterprise, holding a Series 63 designation and 25 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities, The Empire Wealth Agency, and Princor Financial Services. In addition to advising, he operates Conway Porter, C.P.A., P.C., providing tax preparation and accounting services. LPL Enterprise serves a wide 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 through an integrated platform.

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

Series 66

Dover, NH

LPL Enterprise

Albert Basse IV is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wellington Management Company LLP and operating his own firm, Albert Basse Associates Inc. He is the founder and president of The Oliver Ames Rugby Booster Club Incorporated, a nonprofit organization. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services through advisory and brokerage channels, supported by integrated platforms featuring model portfolios, third‑party asset management, and financial planning consultations.

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

Series 66

Glen Allen, VA

LPL Enterprise

Spencer Coor is a Series 66-licensed financial advisor with LPL Enterprise and has one year of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and State Farm. LPL Enterprise, LLC 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 wealth portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

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

Series 66

Uniontown, OH

LPL Enterprise

Rachael Chandler Head is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and State Farm VP Management Corp., as well as operating her own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering services through advisory and brokerage channels with access to model portfolios, third-party management, and a range of financial products, including insurance.

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

Series 66

Orlando, FL

LPL Enterprise

Maan Halees is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, Halees has been involved with multiple organizations including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. Outside of advisory roles, Halees has professional experience spanning diverse industries such as surgical group management and golf partnerships. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining 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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