Jairo Mejia is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC, and operates Walker Benefit Group, which focuses on quoting group health, dental, and vision insurance for businesses. 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, access to model wealth portfolios, third‑party asset management, and a range of brokerage and insurance products via an integrated platform.

Shannon Mattix is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining LPL Enterprise in 2024, Mattix worked for Prudential Insurance Company of America and Pruco Securities, LLC from 1994 to 2024. Outside of financial advising, Mattix serves as chairman of the White County Republican Party and is a member of the White County Area Plan Commission in Monticello, IN. 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.

Evan Haik is an advisor at LPL Enterprise with a Series 66 designation. He has experience at Pinnacle Group Insurance and Financial Services, Louisiana State University, and several other organizations in both educational and financial sectors. 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 managed portfolios through advisory and brokerage channels, utilizing an integrated platform that combines adviser programs with other financial products.

Ryan Kaiser is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and 18 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kaiser serves as a nonprofit board member for Senior Services of Central Illinois and is an adjunct faculty member at the University of Illinois Springfield. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and supports lending programs such as the Secured Credit Account.

Atsushi Kurosawa is a CFP® and ChFC® with 12 years of experience in the financial services industry. He currently works at LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, Guardian Life Insurance Company, and Park Avenue Securities. 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, consulting, model portfolio wrap programs, and access to brokerage and insurance products via its integrated platform.

Stephen Strout is a financial advisor with LPL Enterprise, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Commonwealth Financial Network. He is also involved with Congress Street Financial Group, a DBA for his LPL business focused on financial, retirement, and wealth management planning. 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 as well as third-party asset management programs.

Shawn Tetreault is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include working at The Prudential Insurance Co. of America and PRUCO Securities, LLC. He also spent over a decade with the Knights of Columbus. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering both advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to third-party asset managers through an integrated platform combining adviser programs with other financial product offerings.

Robert Floyd Jr. is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Beyond his advisory role, he serves as mayor of the Village of Cedar Rock and is involved as a board member of the Coffey Foundation, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

Eddie Richard is a Series 66-licensed financial advisor with LPL Enterprise, based in Arcadia, CA. He began his advisory career in 2025 after previous roles at BLAZR Inc and Hyatt Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, brokerage products, and access to various managed portfolios through both advisory and brokerage channels.

Colleen Hale is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has seven years of industry experience, including six years at 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 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.

Nikolas Kamarados is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Pruco Securities, LLC for 26 years before joining LPL Enterprise in 2024. Outside of advising, he serves as a general health agent for non-variable insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm provides advisory and brokerage services supported by an integrated platform that includes financial planning, model portfolios, third-party asset management, and insurance products.

Steven Kehoe is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior experience includes 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 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.

Christian Elia is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has diverse work experience across various industries including home care and financial services. Elia has also been involved with Cambrian HomeCare since 2025. LPL Enterprise, LLC serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, 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.

Esther Miller Smith is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Lincoln Investment, Pruco Securities, LLC, and The Prudential Insurance Company of America. 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.

Zhihui Wang is a financial advisor at LPL Enterprise with three years of industry experience. Prior to joining LPL Enterprise, Wang worked at Merrill and Bank of America N.A. Wang has also been involved in homemaking and spent six years at HFT Investment Management Co., Ltd. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services using an integrated platform that combines model portfolios, third-party management, and various financial products, including insurance through an affiliated agency.

Alec Duncan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and MCR Labs. 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 wrap programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Andrew Hallett is a financial advisor at LPL Enterprise with Series 66 credentials. He has held positions at LPL Enterprise, Voya Financial, and Two Magnolias, and has been affiliated with the University of California, Berkeley. Hallett’s industry experience is currently limited. 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 advisory and brokerage services through an integrated platform combining adviser programs and financial products.

Justin Rodda is affiliated with LPL Enterprise and holds a Series 66 designation. He has prior experience working at Glasbern, Moravian University, EdgeOne Property Services, and Northwestern Lehigh High School. 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 wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

Amal Gawle is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC for over 15 years. 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 wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Richard Scordo is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Scordo is also the owner and operator of Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a board member of Metro Relief, a for-profit organization. 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, consulting, model portfolios, third-party asset management, and insurance products within an integrated platform that supports various client needs.