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Steven M

CFP®, CFA®, Series 63, Series 65

Mohnton, PA

LPL Enterprise

Steven Mcnabb is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the CFP® and CFA® 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. 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 a combination of in-house research and third-party strategists.

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

Series 63, Series 66

Wells, ME

LPL Enterprise

William Glidden is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, Glidden serves as Chairman of the Finance Committee at Eliot Baptist Church. 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 and products through an integrated platform that includes advisory services, brokerage, and insurance.

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

Series 63

Hauppauge, NY

LPL Enterprise

Philip Howe is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 18 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved as a financial planner with RG Group, a registered investment advisor. 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 portfolios and third-party asset management, combining advisory services 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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Robert S

Series 66

Mountain Brook, AL

LPL Enterprise

Robert Schuler is a financial advisor with LPL Enterprise in Mountain Brook, AL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. Outside of his advisory work, he officiates youth and high school lacrosse in Alabama and serves as a member of the Rotary Club of Shades Valley. 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 various brokerage and insurance products through an integrated platform that blends advisory programs with product sales.

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

Series 66

St Louis, MO

LPL Enterprise

Brandon Joslin is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles 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. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales capabilities.

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

Series 66

Irvine, CA

LPL Enterprise

Isaiah Lopez is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and One America. Outside of his advisory role, he operates The TCG Tavern, a trading card game YouTube and streaming channel. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated platform.

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

Series 66

Harrisonburg, VA

LPL Enterprise

Kassi Redifer is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2025, Redifer worked at Ameriprise for six years and spent five years at Maple Lane Veterinary Clinic. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Southborough, MA

LPL Enterprise

Bernard Ravelson is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, MassMutual Life Insurance Company, and METLIFE Securities Inc. LPL Enterprise, LLC 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 portfolio programs, 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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Andrew S

Series 63, Series 65

Columbus, OH

LPL Enterprise

Andrew Sasser is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Hydraulic Pros LLC and held roles with State Farm agencies. He is also involved in coaching at Cincinnati Christian School and has outside employment with Amazon. 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 broad range of brokerage and insurance products through an integrated platform.

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

Series 63, Series 66

Vienna, VA

LPL Enterprise

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and BBTIS. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services along with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

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

Series 66

Clayton, MO

LPL Enterprise

Margaret Friedhoff is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 14 years and Wells Fargo Clearing for 2 years. She serves on the boards of several nonprofit organizations in the St. Louis area, including ALIVE, Women's Connection Network, and Independence Center. LPL Enterprise serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management programs, 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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Jacob H

Series 66

Lake Oswego, OR

LPL Enterprise

Jacob Hessel is a financial advisor at LPL Enterprise with the Series 66 designation and four years of industry experience. His prior roles include positions at Cetera and Pete's Mountain Wealth Management. 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 portfolios and third-party asset management 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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Karen C

Series 63, Series 65

Mishawaka, IN

LPL Enterprise

Karen Carnes is a financial advisor at LPL Enterprise with 33 years of industry experience. She previously worked for Raymond James & Associates for 20 years. Carnes serves as a non-profit board member for St. Paul's Lutheran Church in Niles, MI. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, 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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Corina G

Series 63, Series 66

Plano, TX

LPL Enterprise

Corina Green is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and BRG Holdings. LPL Enterprise serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutions, offering a range of advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and financial planning with access to insurance and lending products.

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

Series 66

Cockeysville, MD

LPL Enterprise

Ryan Williams is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Centaurus Financial INC and Cola Wealth Advisors. Outside of his advisory role, he has been involved with Maryland Youth Sports Officials as a coach since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. 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, operating through an integrated platform that combines adviser programs with active sales of financial products.

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

Series 63, Series 65

Elk Grove Village, IL

LPL Enterprise

Joshua Mancino is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. outside of his advisory role, no additional business activities are noted. 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 various managed portfolio programs alongside brokerage and insurance products.

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

Series 63

Melville, NY

LPL Enterprise

Ronald Zucker is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds a Series 63 designation and previously worked at Pruco Securities, LLC for 33 years. In addition to his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with insurance and lending products.

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

Series 66

Warwick, RI

LPL Enterprise

Nicholas Manning is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025 and is also the owner of ANGyL Services, LLC. Prior to his advisory role, he has ten years of experience at the Naval Undersea Warfare Center. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model 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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Peter W

CFP®, ChFC®, Series 63, Series 65

Mercer Island, WA

LPL Enterprise

Peter Watson is a financial advisor with LPL Enterprise holding CFP® and ChFC® designations and over 27 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 25 years. 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 via an integrated platform.

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

Series 66

New York, NY

LPL Enterprise

Jonathan Sanders is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Co., Park Avenue Securities, and Guardian Life Insurance. Sanders also serves as an investment representative in non-variable insurance roles across several firms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrating insurance products through its affiliated entities.

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