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Elliot W

Series 63, Series 65

Rosholt, WI

LPL Enterprise

Elliot Wrasse is a financial advisor at LPL Enterprise with seven 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. Prior to his financial services career, he held roles in the food service industry, including at Grate Modern Mac & Cheese and Portillos Hot Dogs. 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, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with financial product sales, including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andre D

Series 63, Series 66

Wakefield, MA

LPL Enterprise

Andre De Oliveira is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. He also operates a non-variable insurance agency in Boston. 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 via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nicole H

Series 63, Series 65

Vestal, NY

LPL Enterprise

Nicole Hanna is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her career includes prior roles at Bank of America, Merrill, LPL Financial, M&T Bank, and Chemung Canal Trust Company. 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, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James G

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

James Gammero is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. In addition to his advisory work, he is a notary public in Whippany, NJ. 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, and access to model portfolios and third-party asset management programs, supported by an integrated platform that combines adviser programs with the sale of insurance and other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Caleb R

Series 63, Series 65

Louisville, KY

LPL Enterprise

Caleb Riley is a financial advisor at LPL Enterprise with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Burlington Alliance Capital Management, Prudential Insurance Company of America, and Northwestern Mutual. Outside of his advisory work, he is a sports official and fitness coach in Louisville, KY. LPL Enterprise serves a broad 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 arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dennis H

Series 66

Chalfont, PA

LPL Enterprise

Dennis Haynos is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation 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. The firm offers financial planning, consulting, model portfolio management, third-party asset management arrangements, and access to various brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James H

Series 63, Series 65

Warrington, PA

LPL Enterprise

James Hallman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 39 years and has been associated with Prudential Insurance Company of America for over four decades. His activities include involvement with Prudential-sponsored non-variable insurance. 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 integrates advisory and brokerage services, including insurance products through an affiliated agency, supported by an active platform combining adviser programs with other financial offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew D

Series 63, Series 65

Merrillville, IN

LPL Enterprise

Andrew Draper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Draper serves as a director of the Merrillville Education Foundation, a nonprofit organization focused on supporting the local school community. LPL Enterprise serves a broad range of clients, 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 integrates advisory services with brokerage and insurance products through an extensive platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Emmanuel Jeanluc C

Series 65, Series 63

New York, NY

LPL Enterprise

Emmanuel Jeanluc Constant is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Bank of America N.A., Merrill, and Mass Mutual. 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, consulting, model wealth portfolios, third-party asset management programs, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael G

Series 63, Series 66

New York, NY

LPL Enterprise

Michael Grove is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 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. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with access to model portfolios, third-party management, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kyle P

Series 66

Dover, NH

LPL Enterprise

Kyle Poodiack is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His career background includes roles at Westinghouse Electric Company, Ragnartech Inc., and other companies in various capacities. 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 proprietary model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Leroy S

Series 63, Series 65

Mt. Pleasant, SC

LPL Enterprise

Leroy Summers Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, MML Investors Services, MassMutual, and AXA Advisors, LLC. He also worked with the Carolina Panthers from 2017 to 2019. Summers is involved in property and casualty insurance through his role at Comparion Insurance Agency. 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 using an integrated platform that combines adviser programs with active sales of insurance and other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Alec C

Series 65, Series 66, Series 63

New York, NY

LPL Enterprise

Alec Chernenko is a financial advisor with LPL Enterprise in New York, NY, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at JP Morgan Securities, Prudential Insurance, and New York Life. Outside of his advisory work, he is involved in rideshare driving with Uber. 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, model portfolio management, and brokerage and insurance products, delivering integrated advice through investment adviser representatives supported by LPL’s research and third-party strategists.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Lee L

Series 63, Series 65

Melville, NY

LPL Enterprise

Lee Lessing is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has been involved with his own business, Lessing's Inc, since 2007. 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, employing both internal and third-party portfolio management strategies within an integrated platform that includes financial planning and access to various financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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David S

CFP®, Series 66

Lebanon, NJ

LPL Enterprise

David Salisbury is a CFP® with 24 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for over two decades. Salisbury is also involved with David Salisbury Insurance & Financial Services LLC as a sole member. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with the sale of financial products, including insurance through an affiliated agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Artur S

Series 66

Rosemont, IL

LPL Enterprise

Artur Stypula is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Farmers Insurance, and Sagepoint Financial. Outside of his advisory work, he is active as a musician with NBC Universal. 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 through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew M

Series 63

Columbus, OH

LPL Enterprise

Matthew Moore is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to multiple investment programs. The firm’s platform integrates adviser programs with brokerage and insurance products and leverages third-party portfolio strategists and discretionary implementation options.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Edward N

Series 63, Series 65

Cape Coral, FL

LPL Enterprise

Edward Newman is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. He also acts as a Prudential-sponsored non-variable insurance agent in Cape Coral, FL. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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George A

Series 65, Series 63

Sherman Oaks, CA

LPL Enterprise

George Alexopoulos is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions 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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael O

Series 63, Series 66

Uniontown, OH

LPL Enterprise

Michael Odonnell is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a Notary Public in North Canton, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products, operating on an integrated platform that combines advisory programs with active sales of financial products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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