Duane Davis is a Series 66-licensed financial advisor with LPL Enterprise. He joined the firm in 2025 following a 13-year tenure at Chubb Limited. 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 model portfolios, third-party asset management, and access to various financial products.

Janak Katdare is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Meridian Capital, and Aflac. 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 combines adviser programs with a range of financial products and lending solutions.

Garrett Swank is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and is in the early stage of his career. His prior work experience includes roles at Breakboss Cards and Collectibles LLC and Susquehanna University. LPL Enterprise serves a broad range of clients, 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 a comprehensive, integrated platform.

Stephen Bergonzi is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms. Outside of advising, he is also licensed as an attorney and offers Medicare-related insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services through a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Makenna Ellerman is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she held roles at Cetera and Eliason Financial. Outside of financial advising, she owns and operates Makenna Ellerman Rodeo & Horse Training in Story, Wyoming. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and a range of brokerage and insurance products through its integrated platform.

Joo Yong Park 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, he worked with Fire Tax Consulting, where he continues to provide tax preparation and accounting services. 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.

Mary Huang is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. 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 portfolio programs, and third-party asset management, combining adviser programs with sales of financial products such as insurance.

Madison Turner is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Madison was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, 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 via its integrated platform.

David Harris is a financial advisor at LPL Enterprise with nine years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Co. of America, and PRUCO Securities, LLC. He holds a Series 66 designation. Harris serves as a board member for Woodridge Baptist Church, where he reviews financial assistance requests. 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 its integrated platform, utilizing model portfolios, third-party asset management, and insurance products.

Trevor Waite is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Prudential Financial and Streamline Books. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services supported by a platform that integrates adviser programs with a range of financial products.

Haymanot Bekele is a financial advisor with LPL Enterprise and holds the Series 66 designation. Bekele has worked at LPL Enterprise since 2026 and has prior experience in the Tennessee Army National Guard, Aramark, Middle Tennessee State University, and other roles. 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, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Haiyan Yang is a financial advisor at LPL Enterprise with a Series 66 designation and recent experience in both self-employment and real estate at Coldwell Banker. Yang has been with LPL Enterprise since 2025. Outside of advising, Yang is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

Mark Quillen is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. His activities include providing non-variable insurance products such as fixed life and disability insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering 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.

Matthew Veland is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He serves on the boards of two nonprofits, PACC MDC and FilExcellence. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Robert Mcgarvey is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has 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 institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Sarah Sliwowski is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. Her career includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and Pruco Securities, LLC. 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 programs, and a range of brokerage and insurance products.

Ernest Dimascia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he is involved with The Warrington Insurance Group, focusing on property and casualty insurance. 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, and access to model wealth portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products including insurance.

James Hershey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC. since 2001. 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 brokerage and insurance products via an integrated platform that combines advisory programs with product sales.

Nathan Blyler is a financial advisor at LPL Enterprise with a Series 66 designation. He has professional experience that includes roles at Mercer and Highmark, Inc. Nathan also volunteers with nonprofit organizations Harrisburg River Runners and Castaway Critters. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales services.

Dawson Jones is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the winery industry, having worked with Liquid Art Winery and Estate. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party management, and access to various financial products.