Mary Beets is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Enterprise since 2024. Her prior roles include positions at Prudential Insurance Company of America and Wells Fargo Advisors. Outside of her advisory work, she is involved in real estate as a condominium owner in Myrtle Beach, SC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated advisory and brokerage platform.

Sean Conti is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Pruco Securities LLC and VALIC Financial Advisors. Outside of his advisory role, he is involved with 3266partners, LLC, an entity created for investing and collecting firearms. 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 supported by an integrated platform.

Benjamin Ricker is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has no prior industry experience. His previous work includes positions outside finance, such as roles at various restaurants and retail employers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, 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 also includes brokerage and insurance products.

Gerald Vanderhorst Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Advisor Networks. Outside of advising, he is involved with the Boy Scouts of America and the Sidney-Shelby County YMCA, and he provides health, dental, vision, life, and disability insurance through Vanderhorst Financial Services. 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 a range of investment and insurance products through its integrated platform and collaborates with third-party asset managers and portfolio strategists.

Ann Todisco is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, State Farm, and Mass Mutual. 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 investment and insurance products through an integrated platform.

Bryan Weinstein is a financial advisor with LPL Enterprise, holding a Series 63 designation and 16 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with Pruco Securities, LLC. since 2015. Weinstein is currently based in Amherst, NY. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by LPL’s integrated platform.

Michael Stanton Jr. is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of finance, he serves as a driver representative for his family-owned racing team, engaging with sponsors. 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 wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Jude Watters is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior roles include positions at Prudential Insurance Company of America, Allstate Insurance Company, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Ronald Fullmer is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked with Prudential Insurance Company of America since 1980 and transitioned to LPL Enterprise in 2024. 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 model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance products.

Jesse Cassell is a financial advisor with LPL Enterprise holding a Series 66 designation and currently based in Charlotte, NC. He has one year of industry experience and previously held roles at Marellis, Iron Hill Brewery, Lucky Duck, and the University of South Carolina. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Joshua Tiffany is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Tiffany has engaged in entrepreneurial activities through Tiffany Inspirations Inc. from 2012 to 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated platform.

Cecilia Losee is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including extensive work with Prudential Insurance Company of America and Pruco Securities, LLC. She is based in Bellevue, NE. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

John Mc Innes Jr. is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Packerland Brokerage Services. Mc Innes is also involved in the sale of proprietary and non-proprietary fixed insurance products. 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 various investment and insurance products through an integrated platform.

Craig Friedrichsen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of his advisory work, he is involved in youth sports as a volleyball coach for MAVS LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products through an integrated platform that supports advisory programs alongside active sales of other financial products.

Tae Kim is a financial advisor at LPL Enterprise with the designations ChFC® and Series 63, and 28 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and was affiliated with Pruco Securities, LLC. for 22 years prior to joining LPL Enterprise. 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 through both advisory and brokerage channels.

Louis Kim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various asset management and brokerage products through an integrated advisory and brokerage platform.

Nicholas Costanza is a CFA® charterholder with seven years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services, and The Ayco Company. In addition to his financial advisory work, he serves with the Suffolk County Police Department. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering both advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and a range of financial products.

Howard Shuldiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Pruco Securities, LLC from 1995 to 2024 before joining LPL Enterprise. Outside of his advisory role, Shuldiner offers defensive driving classes to clients at a discount through 500 Drive Inc and acts as a commercial property and casualty insurance agent for Simon Paston and Sons Agency. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products. The firm combines adviser programs with active sales of financial products and emphasizes co-investment and referral relationships with third-party managers and custodians.

David Schnall is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. Outside of his advisory role, Schnall is involved in instructing skiing and snowboarding to children and adults. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates advisory programs with financial products and insurance services through affiliated entities.

Brandon Rogowski is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs, insurance sales, and lending solutions.