David Heffley is a financial advisor with LPL Enterprise, holding 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Austin Radomski is a financial advisor at LPL Enterprise with a Series 66 designation and 2 years of industry experience. His prior work history includes roles at Pruco Securities LLC, Shannon Fidler, PennWest California, Giant Eagle, Supremos Pizza, and Mars Area High School. 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, model portfolio management, and access to third-party asset management, combining adviser programs with a range of financial products and specialized lending programs.

Sanjiv Jaswal is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Estate Planning Council of Westchester County and is the Director of Membership for the Larchmont Chamber of Commerce. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and products through an integrated platform combining advisory and brokerage services.

Trenton Gregg is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of experience in the financial industry, having previously worked at the University of Michigan Credit Union for nine years and at Olive Garden for four years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Harrison Mccarey is a financial advisor with LPL Enterprise and holds a Series 66 license. He has been with LPL Enterprise since 2025 and has prior experience working with New Way Van Life LLC, Aegon, and Getting Instruments. Outside of his advisory role, he has involvement in a non-variable insurance business in San Diego. 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, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

Jeff Kritzberg is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent fifteen years at Pitney Bowes before transitioning to financial services. Outside of advising, he is involved in sales of small group health insurance through the Kaiser Foundation Health Plan. 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 portfolio programs, third-party asset management, and a range of brokerage and insurance products through an integrated adviser and sales platform.

Alexander Culhane is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. His background includes roles at Arizona State University, Northern Arizona University, and involvement with the Progressive Turnout Project. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products through its affiliated entities.

Michael Meagher III is a Series 66-licensed financial advisor affiliated with LPL Enterprise in Warwick, RI. He has held roles at Baystate Financial and LPL Enterprise LLC since 2024 and 2026, respectively. Outside of finance, he is involved with Meagher Construction. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products.

Shakur Trammel is a financial advisor at LPL Enterprise LLC with a Series 66 designation and no prior industry experience. His background includes roles at organizations such as the American Indian Cultural Center, Bayview Opera House, and Crunchbase, Inc. 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 through a platform that integrates advisory programs with brokerage and insurance product sales.

Dennis Beaumont is a CFP® with 29 years of experience in the financial services industry. He is currently with LPL Enterprise and previously worked at firms including The Prudential Insurance Co. of America, Pruco Securities, Brokers International Financial Services, Beautiful Mountain Group, and Allstate Insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

David Mitter Sr. is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is involved with NuStar Insurance Agency, where he provides property and casualty insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Hyunseon Roe is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Roe is based in Sherman Oaks, CA. 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 its integrated platform.

Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously 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, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Kelly Fagan is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. 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 management, and financial planning, supported by an integrated platform that combines adviser programs with sales of various financial products.

Benjamin Gelt is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Grey Eagle Distributors. He has also been involved with the LA Rams and McAdam LLC. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining investment advisory services with brokerage and insurance products through an integrated platform.

James Ellingson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Ellingson is involved in his community as a board member of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, and he has a longstanding role as a sports and fitness coach. LPL Enterprise serves a diverse client base that includes 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 advisory programs with brokerage and insurance products through an integrated platform.

Daniel Gilman is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Kol Halev. His background also includes roles in education and public service, including the Baltimore City Public School System and the Office of Congressman Dwight Evans. 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 model portfolios and third-party asset management. The firm’s platform integrates advisory programs with brokerage and insurance products and participates in LPL’s collateralized lending program.

Corey Goers is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers.

Rhett King is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1983 until joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment adviser programs, third-party asset management, and insurance products.