Jeremy Pyszczynski is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC 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.

Elizabeth Walker Sadler is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, T. Rowe Price, and World Financial Group. Outside of her advisory work, she has experience as a financial professional with a non-variable insurance agency. 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. The firm’s integrated platform combines advisory services with brokerage and insurance product sales through affiliated entities.

Margaret Swords is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Thrivent Financial, Pruco Securities, LLC, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as a sales associate in a local garden center. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through both 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 that combines adviser programs with active sales of other financial products.

Raad Mleiti is a financial professional with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he held various roles including positions in education and retail. He is also engaged in non-variable insurance activities related to his financial services work. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and insurance products through an integrated platform.

Jeffrey Newitt is a CFP® with 19 years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Newitt also operates Independent Services Consultants LLC, a business involved in financial and insurance services. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with other financial products and services.

Mary Sloan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 16 years of industry experience. She 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. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Jon Helms is a financial advisor at LPL Enterprise with a Series 66 designation. He has no prior industry experience and has worked at various organizations including Auburn University and Vulcan Equipment. LPL Enterprise, LLC 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 portfolio programs, and access to third-party asset management, leveraging an integrated platform that combines advisory services with insurance products and lending programs.

Harrison Wang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Wang is based in Houston, TX. 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 solutions, and access to third-party asset managers through an integrated platform that combines investment advice with a range of financial products.

Uyen Dao is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside her advisory roles, she has been involved with Invia Robotics since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and other financial services.

Noah Gick is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at Pruco Securities LLC, Capital One, and Financial Designs. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that utilize model portfolios, third-party management, and a range of financial products through its integrated platform.

Miranda Williams is a financial advisor at LPL Enterprise with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she operates the Miranda Williams Agency, a non-variable insurance 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, model portfolio management, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Shaoying Qing is a financial advisor at LPL Enterprise with one year of industry experience. Qing holds a Series 66 designation and has previously worked at Pruco Securities LLC, GHA Capstone, LLC, and has experience with ventures including YuShi Apparel e-commerce LLC. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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.

Steven Dutton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Cetera and Cascadia Advisory Services and has been involved with Tillamook Bay Community College. Outside of his advisory role, he is associated with Hudson Insurance & Investment Services, a non-variable insurance business. 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 combines advisory programs with brokerage and insurance product sales through an integrated platform.

Ethan Keene is an advisor at LPL Enterprise with Series 63 and Series 65 credentials and less than one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Northwestern Mutual, and Gamestop, as well as full-time education and employment at Texas A&M University. 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 portfolios, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines adviser programs with other financial products and lending services.

Anthony Pauline is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an NFL Draft analyst and author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.

Michael Corum is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minnis Insurance & Financial Services and Pruco Securities, LLC. Outside of advising, he is involved in a Prudential non-variable insurance agency based in Bradley, Illinois. 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 wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Benjamin Koehler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2012. LPL Enterprise serves a wide range of clients, 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 combining advisory programs with brokerage and insurance products.

Reginald Barnes is a financial advisor with LPL Enterprise in Chicago, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Bankers Life and Northwestern Mutual, and practiced law at Perkins Coie LLP and Ropes & Gray LLP. Outside of finance, he is an independent author and musician. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and insurance products through an integrated platform.

Luke Sciarrone is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at several firms including The Prudential Insurance Company of America and Equitable Advisors. His background also includes roles outside the financial industry, such as work at Mayers Cider Mill and teaching positions at SUNY Brockport and Monroe Community College. 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 multiple investment programs through a platform that integrates advisory and brokerage capabilities along with affiliated insurance products.

Mackenzie Klouda is a Series 66-licensed advisor with LPL Enterprise, LLC, and has one year of industry experience. Prior to joining LPL Enterprise, Klouda held roles at Snyder Wealth Group, OSAIC, and several law firms. Outside of advising, Klouda manages operations and oversees staff at Snyder Wealth Group. 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 a platform that integrates investment adviser representatives, third-party portfolio strategists, and access to multiple financial products including insurance.