Anthony Baeumler is a financial advisor with LPL Enterprise, holding a Series 63 designation and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has been involved with Outback Steakhouse since 2005. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Travis Thomas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Thomas also acts as a non-variable insurance agent in Moorpark, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers integrated financial planning, model portfolio management, and access to various investment and insurance products via its combined advisory platform.

Michael Truskowski is a financial advisor with LPL Enterprise in Englewood, CO, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Edward Jones for seven years and various advisory firms such as Empower Advisory Group and Summit Wealth Group. Before entering financial services, he held a position at Lyft. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charities, corporations, and institutional clients. It offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products through an integrated platform.

Oi Ching Wong is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and five years of industry experience. Wong has worked at LPL Enterprise and The Prudential Insurance Company of America since 2024 and previously held positions with Pruco Securities LLC and MetLife. Outside of advising, Wong is involved in mortgage and real estate services as an agent with Weichert Realtors. LPL Enterprise, LLC serves a diverse range of clients 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, supported by an integrated platform that combines adviser programs with sales of financial products.

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. 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 various managed portfolios and brokerage products through an integrated platform.

Alexander Forest is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes four years with Uber and six years of service in the United States Air Force. 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 an integrated platform that combines advisory programs with brokerage and insurance products.

Travis Hudson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades before joining LPL Enterprise. Outside of advisory duties, he is involved in real estate rental activities through his ownership of two property management LLCs in Columbia, SC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset management programs.

Alexander Macgregor is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and was previously with Pruco Securities, LLC. since 2013. 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 that combines adviser programs with active sales of other financial products.

Delvin Joyce is a financial advisor with LPL Enterprise in Huntersville, NC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. He has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his financial planning practice, he is an ESPN broadcaster for college football games and hosts a related podcast. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Roseann Pinciotto is a Series 66 licensed advisor with 16 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements.

Kevin Krystofiak is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 23 years at Pruco Securities, LLC and 30 years with Prudential Insurance Company of America. He volunteers on the fundraising committee at his children’s school. 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 brokerage products through an integrated platform that combines investment advice, third-party asset management, and insurance products.

Angel Warner is a financial advisor at LPL Enterprise LLC with 15 years of industry experience and a Series 66 credential. Prior to joining LPL Enterprise in 2025, Warner worked at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advisory work, Warner holds a notary public commission and is involved in non-variable insurance activities. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio access, and brokerage and insurance products. The firm’s integrated platform combines advisory services with active insurance sales and lending programs, utilizing both in-house and third-party portfolio management.

Rafael Avramov is a CFP® with 11 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual, Eagle Strategies LLC, and New York Life. He is also involved in a Prudential-sponsored insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes insurance products and third-party asset management.

Jesse Sherwood is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously 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, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Stephen Clark is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 65 and Series 63 certifications and has worked previously at firms including Citibank, SWC Capital Management LLC, and The Prudential Insurance Company of America. He is the sole member of SWC Capital Management LLC, a dormant entity intended for future use as a Prudential DBA. 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 broad range of brokerage and insurance products within an integrated platform.

Philip Walby is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Pruco Securities LLC and Adam Schopp. Walby is also involved with InTheNet Academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Clark Swepston is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and over 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly five decades. He serves as the deacon board chair at Crab Orchard Baptist Church in Beckley, WV. 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 supported by a platform that integrates investment advice, financial planning, and access to model portfolios and third-party asset management.

Nathaniel Smith is a financial advisor with LPL Enterprise in Cockeysville, MD, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a business owner of NJS Capital LLC. 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 portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Douglas Randolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management services tailored to individual client needs. His approach begins with understanding the client's family and financial situation to develop flexible strategies aligned with their long-term goals. Douglas offers access to Merrill's investment insights and the banking services of Bank of America to address various aspects of his clients' financial lives. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, sports and entertainment, and tax minimization. Douglas holds a Bachelor's Degree from the University of Notre Dame and is a Personal Investment Advisor (PIA). Douglas is actively involved in his community, participating in organizations such as Herb and Temple, Old City Cemetery, ND Club of Richmond, Grass Roots Soccer South Africa, Resume Support for College Students, and Trash Clean Up in Virginia. He follows Merrill's tradition of community participation through volunteering. Outside of his professional work, he enjoys adventure sports, basketball, camping, chess, cooking, fishing, gardening, hiking, and woodworking.

Keenan Cole is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. He has worked at LPL Enterprise since 2026 and has held multiple roles at Silverwood Theme Park and North Idaho College. Outside of financial advising, he has experience at Silverwood Theme Park and involvement with the North Idaho STEM Charter Academy. 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 portfolios, third-party asset management, and a range of brokerage and insurance products through a comprehensive, integrated platform.