Matthew Robinson is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of experience in the financial industry, following prior roles at Comcast Corporation and PricewaterhouseCoopers. 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, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Vance Copenhaver is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked for Prudential Insurance Company of America and Pruco Securities, LLC from 2005 to 2025 before joining LPL Enterprise. Outside of his advisory work, he is involved in horse training on a farm in Batavia, Ohio. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform that combines adviser programs with insurance sales and lending services.

Michael Rosero Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities, LLC and Key Client Fiduciary Advisors, LLC. Outside of financial services, he was involved in a commercial cleaning business for three years. 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 broad range of brokerage and insurance products through an integrated platform combining adviser programs with product sales.

Eric Gudmundson is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, Park Avenue Securities, Guardian Life Insurance Company, Pleasant Financial, Inc., and Allstate Insurance Co. Outside of his advisory work, he owns Pleasant Financial, Inc., a non-variable insurance business. 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, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Michael Abraham is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, BC Forward, and IBM. Outside of financial advising, he operates a human resources and talent acquisition consulting business, Talent Resource Partners, founded in 2009. 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, and a range of brokerage and insurance products via an integrated platform.

Shaun Conahan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Conahan serves on the board of the Indian Valley Chamber of Commerce, where he helps organize the annual golf outing. LPL Enterprise serves a diverse client base including individuals, retirement plans, 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.

Robert Briscoe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a long tenure at Pruco Securities, LLC and Prudential Insurance Company of America, where he worked since 1980. LPL Enterprise serves a diverse clientele 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 a range of brokerage and insurance products via an integrated platform.

Scott Oliver is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has three years of industry experience and has worked at several Prudential-affiliated firms prior to joining LPL Enterprise. Outside of financial services, his background includes roles in education and various service positions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm utilizes research, model portfolios, and third-party strategists to support its advisers and combines financial planning with access to a range of brokerage and insurance products.

Robert Brennan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Bartlett Tree Experts for five years. Brennan's background also includes roles at Insight Global, LifeBridge Community Services, and the University of Alabama. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Mickealin Cassell is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Cassell worked for J.P. Morgan Securities for 12 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and a range of brokerage and insurance products through an integrated platform.

Ryan Cowell is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior positions include roles at Pruco Securities LLC, Arvest Wealth Management, Arvest Bank, and TIAA-CREF. Cowell is based in Little Rock, AR. LPL Enterprise serves a diverse client base, including individuals across wealth segments, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Andrew Hewitt is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Sports USA Media, and Lyft. Outside of finance, Hewitt works as a technical producer for Sports USA, focusing on radio, TV, and podcast production. 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, and access to model portfolios alongside third-party asset management and a range of brokerage and insurance products.

Joseph Formicola is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Ann Arbor, MI. He began his advisory role in 2025 and has prior work experience including positions with Uber Eats, DoorDash, and several other companies. 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 an integrated platform.

June Scortino is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Invest Financial Corporation. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Trent Sievers is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. He has no prior industry experience but has been the owner of First Class Pizza since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, brokerage, and asset management services through an integrated platform that combines advisory and other financial product offerings.

Shuo Li is a CFP®-designated financial advisor with nine years of industry experience, currently with LPL Enterprise. Prior to joining LPL Enterprise in 2024, Shuo worked at The Prudential Insurance Co. of America, PRUCO Securities, Charles Schwab Bank, and Charles Schwab. 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 portfolio programs, third-party asset management, and a range of brokerage and insurance products integrated within its platform.

David Foad is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, First Horizon Advisors, and Wells Fargo Bank NA, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management programs, and access to a range of brokerage and insurance products.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is involved in part-time bartending and has operated a local restaurant, Bad Bean Baja Grill, for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Daniel Webster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior roles include lengthy tenures at H. Beck, Inc. and Prudential Insurance Company of America. Outside of his advisory work, he is involved with A.G.K. Insurance Agency, Inc. and holds an outside employment position with St. Ignatius Church Hickory. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, insurance products, and lending programs.

Matthew Campbell is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds a Series 63 designation and 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 through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.