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Joshua P
Series 66
Downers Grove, IL
LPL Enterprise
Joshua Pillo is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Capital One and The Prudential Insurance Company of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with brokerage and insurance products.
Wendy M
Series 63, Series 66
Holmdel, NJ
LPL Enterprise
Wendy Murray is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 31 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and OppenheimerFunds Distributor, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advisory programs with sales of financial products and insurance.
Christine O
Series 63, Series 65
Sharon, PA
LPL Enterprise
Christine O'Brien is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as Vice President of the Reynolds School District Cross Country Boosters and is a trustee of the Goehring Family Irrevocable Trust. LPL Enterprise serves a diverse clientele, 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.
Kerry B
Series 65, Series 63
Atlanta, GA
LPL Enterprise
Kerry Bonselaar is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Enterprise in 2024, Kerry worked at Pruco Securities LLC from 2022 to 2024 and has been involved with Kelly M Squires since 2012, where he is engaged in soliciting property and casualty insurance products. 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 brokerage and insurance products using an integrated platform combining adviser programs with active sales of financial products.
Jason W
Series 63, Series 65
Richland, WA
LPL Enterprise
Jason Will is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, and Key Investment Services. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through a platform that integrates adviser programs with insurance and lending products.
Robert B
Series 63, Series 66
Charlotte, NC
LPL Enterprise
Robert Brickey is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 66 credentials and totaling 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Securities Corporation. Outside of his advisory work, he serves as a director and coach for Core 4 Hoops, a sports and fitness 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Benjamin S
Series 66
Newark, DE
LPL Enterprise
Benjamin Schoeffler is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and other firms. Outside of advising, he is involved as a Medicare advisor in a related financial services business. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.
Joseph G
Series 65, Series 63
Independence, OH
LPL Enterprise
Joseph Grimsic is a financial advisor with LPL Enterprise in Independence, OH, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial firms. He is involved in Prudential-sponsored non-variable insurance activities. 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 portfolios, third-party asset management, and a range of brokerage and insurance products.
Andrei J
Series 63, Series 65
Wauwatosa, WI
LPL Enterprise
Andrei Junge is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and BMO Harris Financial Advisors. 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 managed portfolios, third-party asset management, and a range of financial products, utilizing an integrated platform that combines advisor programs with active sales of insurance and other products.
Robert H
Series 63, Series 65
Walnut Creek, CA
LPL Enterprise
Robert Higbee is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has 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 portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Stacy E
Series 66
Waseca, MN
LPL Enterprise
Stacy Ewert is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Stacy worked at NAU Country and Dufault CPA from 2020 to 2025, and at Crop Risk Services from 2014 to 2020. Stacy maintains ongoing employment outside the advisory role at NAU Country and Dufault CPA. 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 wrap programs, third-party asset management, and access to brokerage and insurance products, supported by an integrated platform combining advisory programs with financial product sales.
Lori F
Series 66
Honolulu, HI
LPL Enterprise
Lori Fujikawa Casey is a financial advisor with LPL Enterprise in Honolulu, HI, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. Casey serves on the advisory board of the Japanese Women's Society Foundation, a nonprofit organization in Honolulu. 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 range of investment and insurance products through an integrated platform.
Stacie S
Series 63, Series 65
Grand Rapids, MI
LPL Enterprise
Stacie Schenden is a financial advisor with LPL Enterprise in Grand Rapids, MI, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, she worked at PLP Advisors, LLC and operated Retirement Lifestyle Advocates, where she was also involved as an insurance agent specializing in fixed life and annuity products. Her background includes roles in the construction and materials industries over more than a decade. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, insurance products, and lending programs.
Brian B
Series 63, Series 65
San Francisco, CA
LPL Enterprise
Brian Brightbill II is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in financial planning through Bridgewater Partners Insurance and Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to various advisory and brokerage programs. The firm integrates adviser programs with insurance sales and collateralized lending services, employing a platform that combines in-house and third-party investment management solutions.
Ernest B
Series 63, Series 65
Holmdel, NJ
LPL Enterprise
Ernest Benton is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities Corporation since 1999. Outside of his advisory role, he owns Buddy Benton Captain Services and is involved in sales at Yachtfinders Online. 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.
Karin W
ChFC®, Series 63
Holmdel, NJ
LPL Enterprise
Karin Wessel is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., Spar, and Allstate Insurance Company. 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, combining advisor services with brokerage and insurance products on an integrated platform.
Phillip E
Series 63, Series 65
Sioux City, IA
LPL Enterprise
Phillip Elder is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including over 38 years at Pruco Securities, LLC and Prudential Insurance Company of America. Elder is also involved in non-variable insurance activities through his own agencies in Sioux City and Sergeant Bluff, Iowa. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product offerings through an integrated platform.
Nicole G
Series 63, Series 65
Clermont, FL
LPL Enterprise
Nicole Granakos Green is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Western Southern Life. Outside of her advisory role, she teaches quit smoking classes for the Tobacco Free Florida AHEC Cessation Program and serves as a notary to assist clients with document notarization. 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 arrangements, and a range of brokerage and insurance products supported by an integrated platform.
Dory Adoracion J
Series 63, Series 65
Melville, NY
LPL Enterprise
Dory Adoracion Jacinto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining LPL Enterprise in 2024, Jacinto worked at Prudential Insurance Company of America and Pruco Securities, LLC, with a combined tenure of around 30 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.
James C
Series 66
San Jose, CA
LPL Enterprise
James Chandler is a financial advisor with LPL Enterprise in San Jose, CA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Allstate Financial Services, PFS Investments Inc., and Primerica Financial Services. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, and institutions. The firm provides financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.
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