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Marten V

Series 66

Hollis, NH

LPL Enterprise

Marten Vandervelde is a financial advisor at LPL Enterprise with a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also served at Tufts University for eleven years. Vandervelde is a Notary Public in the State of New Hampshire. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s platform integrates advisory programs with brokerage and insurance products, leveraging co-investment and referral relationships for portfolio management.

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

Series 63, Series 65

Irvine, CA

LPL Enterprise

Timothy Gilmore is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1994, along with a 30-year tenure at Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio access, 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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Matthew S

Series 66

Shelton, CT

LPL Enterprise

Matthew Silva is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Northwestern Mutual and BJ's Wholesale Club. Silva is active as a sports coach with several local organizations including the Connecticut State Referee Program and Danbury Public Schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions 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 within an integrated platform.

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

ChFC®, Series 63, Series 65

Glen Allen, VA

LPL Enterprise

Harry Matheney II is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Path Financial Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Matheney is also involved with Prudential Sponsored Non-Variable Insurance activities. 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, 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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David C

Series 63, Series 66

White Plains, NY

LPL Enterprise

David Carraturo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Citigroup, Prudential Insurance Company of America, Pruco Securities, LLC, and IRC Securities LLC. Outside of advising, he is involved in creative pursuits as an author, artist, musician, and background actor, and is a business owner of Bucket Hat Media, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm combines advisor programs with sales of financial products and participates in lending programs while working with third-party asset managers and trust custodians.

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

Series 63, Series 65

Little Chute, WI

LPL Enterprise

Terri Groth is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has seven years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base that includes 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, and access to a broad 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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Daniel C

Series 63, Series 65

Cockeysville, MD

LPL Enterprise

Daniel Cote is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Advisors LLC. 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 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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Vincent H

Series 65

Manasquan, NJ

LPL Enterprise

Vincent Hirsch is a financial advisor with LPL Enterprise holding a Series 65 designation and over 56 years of industry experience. He previously worked at Pruco Securities, LLC for 44 years before joining LPL Enterprise in 2024. Outside of his advisory role, Hirsch manages an LLC related to health and property insurance sales. 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, 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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Douglas S

Series 66

Cockeysville, MD

LPL Enterprise

Douglas Schamburg Jr. is a financial professional with LPL Enterprise and holds a Series 66 designation. He previously spent ten years with McCormick & Co. Outside of his professional work, he volunteers as a basketball commissioner and camp coach with the Fallston Recreation Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research and model portfolios.

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

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Andrew Rutner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, Truist Financial, American Heritage Federal Credit Union, and Firstrust Bank. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers. The firm integrates financial planning with brokerage and insurance products and manages lending programs, providing clients with a comprehensive platform for wealth management.

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

Series 66

Louisville, KY

LPL Enterprise

Don Hart is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial services firms. Outside of finance, Hart has served as a sports announcer for the University of Kentucky Athletic Department since 2000, as well as for EKU and Transy sporting events. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with product sales and leverages LPL’s research, model portfolios, and third-party portfolio management.

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

Series 66

Irvine, CA

LPL Enterprise

Christian Molina is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also has a background that includes a year with the Anaheim Ducks Hockey Club and eight years at the University of Colorado. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, third-party asset management, and access to various investment and insurance products through an integrated platform.

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

Series 63, Series 65

Lincoln, RI

LPL Enterprise

David Bolton is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has eight years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of East Boston Main Streets, a nonprofit focused on community involvement and supporting small businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.

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

Series 66

San Diego, CA

LPL Enterprise

Christopher Gregson is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles in roofing and insurance services, and he maintains involvement with Emerald Street Capital and I-Surance Insurance Services. Gregson also acts in a fiduciary capacity for a family trust and will. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients by offering financial planning, advisory, and brokerage services through an integrated platform that includes insurance products and access to third-party asset managers.

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

Series 63, Series 65

Keene, NH

LPL Enterprise

Nina Benton is a financial advisor with LPL Enterprise in Keene, NH, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She previously worked at Chartered Financial Services, New Providence Financial, and Pruco Securities, LLC. Benton has been involved in financial planning and insurance services through related business entities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales and utilizes both in-house and external portfolio management resources.

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

Series 63, Series 65

St Louis Park, MN

LPL Enterprise

Justin Swaggert is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he has a fiduciary appointment as power of attorney for his spouse. 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 through both advisory and brokerage channels. The firm combines adviser programs with sales of financial products and collaborates with third-party portfolio managers and sponsors.

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

Series 63, Series 66

Belmont, NC

LPL Enterprise

Andrea Buschur is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she owns See Joy Enterprises of NC, a business distributing Italian Water Ice. 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 other financial products and lending solutions.

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

Series 66

Raleigh, NC

LPL Enterprise

Yahir Perez Lora is a financial advisor with LPL Enterprise holding a Series 66 designation. Based in Raleigh, NC, he has recently started his career in the industry. Outside of advising, he has experience working with Besi Machining and has held roles in educational institutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

John Marlis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. He is also involved with Pinnacle Legacy Partners, a business related to his work at LPL. 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, supported by an integrated platform that combines adviser programs with active product sales.

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

Series 63, Series 65

Columbus, IN

LPL Enterprise

Darrel Kemmerer is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1985. His current role at LPL Enterprise began in 2024. 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 combines advisory programs with brokerage and insurance product sales through an integrated platform.

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