Autumn Causey is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Autumn worked at Delta Life and Retirement Solutions and Gary Thomas CPA, along with experience at Ouachita Valley FCU and Chick-Fil-A. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products through its integrated platform.

Saylor Evans is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Evans worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.

Mark Koski is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products.

David Marr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at several First Command entities, including advisory and brokerage services, from 2023 to 2026. His background includes experience in manufacturing and retail sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products through its integrated platform.

Jay Skolnick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and joined LPL Enterprise in 2024. Additionally, he is involved with Blue Shield of California Life & Health Insurance Company and Guardian. 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, supported by an integrated platform that includes insurance products and collateralized lending.

Noorveer Sawhney is a financial advisor with LPL Enterprise in New York, NY, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Enterprise, Noorveer’s background includes academic roles at The Pennsylvania State University and teaching at W.T. Clarke High School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and insurance products through an integrated platform.

Valerie Saucedo is a CFP® with six years of industry experience currently advising at LPL Enterprise. Her prior roles include positions at UBS Financial Services and The Prudential Insurance Company of America. Based in San Diego, CA, she holds the Series 66 registration. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products supported by an integrated platform combining advisory programs with financial product sales.

Mark Smith is a financial advisor with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Mark's career includes roles in both advisory and insurance services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform.

Caeli Cavanagh is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience as a business owner of Alfadans Equestrian Arts and as an employee at Holar University College. Cavanagh serves as a board member for the nonprofit USIHC. 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 a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

Deyan Sertev is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial services industry, he has experience with companies such as Lyft and Uber, and has been involved in entrepreneurial ventures including a student travel center and a restaurant. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial planning and investment services through advisory and brokerage channels, utilizing model portfolios and third-party managers alongside its integrated platform.

Cord Iszler is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked at Lux VIP Transportation and Hodges University. He is also involved in non-variable insurance activities through a related agency in Bonita Springs, FL. 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 programs, combining advisory services with brokerage and insurance products on an integrated platform.

Ahlam Maad is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she operates Phoenix Financial Group as a DBA for her LPL 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Scott Vollrath is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and its affiliates for over two decades. 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 its integrated platform and a combination of proprietary and third-party investment solutions.

Brian Oehler is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in St Louis Park, MN. He joined LPL Enterprise in 2026 and has prior experience at Pioneer Management Consulting, Perficient Inc, Gigit Inc, and IHS Inc. 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, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Glenn Levine is a CFP® professional with 43 years of industry experience. He is currently affiliated with LPL Enterprise and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he operates Glenn A. Levine Insurance & Financial Services, specializing in non-variable insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm provides financial planning, consulting, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Brandon Helleson is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 16 years of industry experience, including prior roles at Pruco Securities, LLC and Stratifi Strategic Financial Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance product sales.

Robert Wrona is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including United Planners Financial Services and Regal Investment Advisors, LLC. Outside of his advisory roles, he has been involved with Calvary Baptist Church and held a position at Crouse Builders. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and charitable organizations, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that includes insurance products and lending services.

Aaron Noles is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mantay & Company. Noles is also involved with Mantay & Company Insurance and Financial Services as a financial planner. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Lucas Peterson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Cambridge Investment Research Advisors and Brokers International Financial Services. He is also an independent insurance agent operating Luke Peterson Insurance since 2019 and owns LSP Vending LLC. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products, with investment advice primarily delivered by its investment adviser representatives.

Michael Maloney is a financial advisor with LPL Enterprise in Syracuse, NY, holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America NA. He serves as a board member for St. John Vianney Catholic Community School, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that combines advisory services with brokerage and insurance products.