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.

Konstantinos Bozzuto is a financial advisor with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns KF Benefits, LLC, a company that brokers small business employee benefits. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, providing financial planning, consulting, and access to various advisory and brokerage programs. The firm’s platform integrates advisory services with insurance offerings and lending programs, utilizing both internal and third-party portfolio management resources.

John Flick III is a financial advisor with LPL Enterprise in Charlottesville, VA, holding Series 63 and Series 65 credentials and four years of industry experience. Before joining LPL Enterprise in 2025, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company from 2021 to 2025. He has also operated as a mobile notary and been self-employed in other roles. LPL Enterprise serves a diverse range of clients, 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 integrated platform combines advisory programs with brokerage and insurance products, supporting clients through both discretionary and non-discretionary engagements.

Michelle Mccormick is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with LPL Enterprise LLC. She has previously worked in marketing through MCORMC Marketing since 2022 and has a background spanning over a decade in a separate professional role prior to entering the financial services industry. 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 combines advisory programs with brokerage and insurance product sales on an integrated platform.

James Watson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Pruco Securities, LLC and through his own firm, Watson Watson Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Jonathan Marrs is a financial advisor with LPL Enterprise in Chicago, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Wells Fargo, JP Morgan Chase, and US Bank. 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 arrangements, and a range of brokerage and insurance products via its integrated platform.

Joshua Keirsbilck is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at Pruco Securities LLC and Equitable Advisors. Outside of financial advising, he works as a DoorDash driver in Rochester, NY. 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 broad range of brokerage and insurance products.

Daniel Stan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1994 until joining LPL Enterprise in 2024. In addition to his advisory role, he sells property and casualty insurance policies. 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 programs, and a range of brokerage and insurance products via an integrated platform that combines adviser programs with active financial product sales.

James Buckley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Northwestern Mutual and New York Life, where he worked for several years. Buckley is also a board member of the East Boston YMCA, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance offerings and third-party asset management.

Carrie Steinert is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently associated with LPL Enterprise and has previously worked at Steinert Financial Group and Pruco Securities, LLC. Carrie also has involvement in a joint real estate rental business in Littleton, Colorado. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services utilizing model portfolios, third-party asset management, and an integrated platform that includes insurance products and collateralized lending programs.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with PRUCO Securities, LLC. since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Steve Ricci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, where he served for nearly four decades. 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, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Christopher Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He is also the owner and senior advisor of TMRW Financial Group, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to both proprietary and third-party managed investment programs through an integrated advisory and brokerage platform.

Brandon Whaley is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. He has worked at several major firms including Edward Jones, Merrill, J.P. Morgan Securities, and Bank of America. 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 an integrated platform that combines advisory programs with insurance and lending products.

Christian Williams is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has a background that includes time at the University of Miami and Circles Waterfront Restaurant. Williams is also the owner of 4Good Consulting LLC. 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.

Bjorn Hjelmeland is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bankers Life & Casualty and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting services, and access to various investment programs through an integrated platform combining advisory and brokerage channels.

Meghan Kahler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has eight years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Her background also includes a one-year role with Hawks Gunning Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Nicole Kloza is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior roles include positions at TE Connectivity, KPMG, and the Administrative Office of the Pennsylvania Courts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Christina Blovad is a financial advisor with LPL Enterprise in Miami, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and several other financial services firms. She also works as a Mandarin language teacher. 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 through both advisory and brokerage channels.

Barbara Pietrangelo is a financial advisor at LPL Enterprise with 34 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Pietrangelo is also a financial planner operating under Destination Financial Strategies, a DBA for her LPL business. 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, consulting, model portfolio programs, and access to third-party asset management, integrating adviser programs with financial product sales such as insurance.