George Mantzoros is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Prudential Insurance Company of America since 1981. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through both advisory and brokerage channels.

Jason Genovese is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan 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 wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Susan Peters is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Sharegain Securities Inc., Carver Edison Capital, and First Liberties Financial. Outside of her advisory work, she is a quilt maker and occasionally completes finishing quilting for clients. 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 delivered primarily by investment adviser representatives using LPL’s research and platform.

Alexandria Trull is a financial advisor at LPL Enterprise with seven years of industry experience. She holds a Series 66 credential and has worked previously at UBS Financial Services, LPL Financial, Red Ventures, and Brewco Marketing Group. Outside of her advisory role, she is a business owner of Project Lean Nation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage, and insurance products, utilizing an integrated platform that combines adviser programs with active sales and lending services.

Geoffrey Kemble is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Enterprise and has an extensive background at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the Board of Managers for the local YMCA in Matthews, NC. LPL Enterprise, LLC 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 its integrated platform.

Drew Parisi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and Chelsea Financial Services. He is also active in health insurance sales through Parisi Capital Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Clint Gillis is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2025. Outside of his advisory role, he coaches at Wings Soccer Club, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Lawrence Moran III is a financial advisor with LPL Enterprise in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over three decades. In addition to advisory work, Moran is involved in the sale and service of property, casualty, and health insurance through independent agencies. 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, combining adviser programs with insurance product sales through its affiliated entities.

Walter Smith Jr. is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. His prior roles include positions at New York Life Insurance Company, Nylife Securities LLC, and Farmers Financial Solutions. Outside of his advisory work, he volunteers with the Retiree Activities Office, a nonprofit organization in Tucson, AZ. 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 via an integrated platform.

Matthew Heisey is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and currently based in Camp Hill, PA. He has less than one year of industry experience and previously worked in various roles at The Hershey Company, Amazon, DoorDash, and Uber Eats. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with the sale of financial products and insurance through affiliated entities.

Santanu Nandi is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at HGS CX Technologies Inc and Sutherland Global Services Inc. 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 brokerage and insurance products through an integrated platform.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Farmers Financial Solutions. Outside of financial services, he owns a golf simulator business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Pierce Byrne is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Kuttin Wealth Management. Byrne has also worked in education and the food service industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm employs an integrated platform that combines adviser programs with sales of financial products and provides access to model portfolios, third-party asset management, and insurance products.

Vidya Shah is a CFP® and ChFC® with 43 years of industry experience, currently serving as an advisor at LPL Enterprise since 2024. Prior to this, she has been affiliated with Prudential Insurance Company of America since 1981 and worked with Pruco Securities, LLC for 43 years. Vidya also holds non-sponsored carrier appointments related to long-term care, disability, and health insurance. 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 various brokerage and insurance products through an integrated platform.

Connor Jackson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at Northwoods Stainless, Circle K, Walmart, and within educational institutions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Nancy Hartford is a financial advisor at LPL Enterprise with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Pruco Securities LLC and Primerica. Outside of advising, she owns and operates an income tax business offering bookkeeping, payroll, and trucking paperwork services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

William Artzberger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently an advisor at LPL Enterprise LLC and has previously worked at Fisher Investments, Outlook Wealth Advisors, LLC, and Edward Jones. 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 arrangements, and a range of brokerage and insurance products within an integrated platform.

Michael Beach is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Keller Williams and Arrive Logistics. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Roula Ghantous is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her financial advisory work, she is a clinical counselor with Ghantous Professional Counseling in Peoria, IL. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients, providing services through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Kevin Morkassel is a financial advisor at LPL Enterprise with 14 years of industry experience and holds the Series 66 designation. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a deacon focused on community outreach for the West End Church of Christ and occasionally substitutes as a preacher. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.