Robert Bohli is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior employers include Prudential Insurance Company of America, Pruco Securities, LLC, Waddell & Reed, and H.D. Vest Investment Services. Outside of his advisory role, he is the business owner of an entity that holds a classic car collection. 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 via an integrated platform.

Charles Vietzen is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Advisory Services. He is also involved in the sale of Medicare insurance as an agent for American Republic. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a variety of brokerage and insurance products supported by LPL’s integrated platform.

Gavin Russell is a financial professional at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at IPA Connect and the University of South Carolina Student Success Center. LPL Enterprise serves a diverse clientele 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 portfolios and third-party asset management programs, along with a range of brokerage and insurance products.

Gabriel Giusto is a financial advisor at LPL Enterprise with Series 66 registration and less than one year of industry experience. His prior background includes roles outside the financial sector and attendance at the University of Connecticut. He is also involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active product sales.

James Harrison Griffin is a Series 66-credentialed financial advisor with LPL Enterprise, LLC, based in St Louis Park, MN. He has been with LPL Enterprise since 2026 and has no prior industry experience. Griffin has held various roles outside the financial industry, including multiple positions associated with the University of Minnesota and Northport Youth Sailing School. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

Seth Workman is a financial advisor at LPL Enterprise with credentials including Series 66 and Series 63 and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CrossCountry Mortgage, Inc. Outside of advising, he is involved with HighDive Partners LLC, a business focused on providing funding sources and culinary expertise to business owners. 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 model portfolios and third-party asset management programs. The firm’s integrated platform supports advisory programs alongside brokerage and insurance products.

Kole Jenks is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at College of the Ozarks, The Keeter Center, and Millgoal Enterprises. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, consulting, and access to a range of advisory and brokerage products through its integrated platform.

John Hartnagel is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and coordinates a virtual referral networking group. 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 wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products supported by an integrated platform.

Rebekah Carpenter is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. Outside of her advisory role, she is involved in direct sales with The Healing Platform and works with Veritas Insurance Advisors on Medicare Advantage and other insurance products. LPL Enterprise serves a diverse client base, offering financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels. The firm integrates adviser programs with the sale of financial products, including insurance, supported by LPL’s research and multi-manager platform.

Anthony Patti Jr. is a financial advisor with LPL Enterprise in Cockeysville, MD. He holds Series 63 and Series 65 licenses and joined the firm in 2025. Prior to his advisory role, his work experience includes positions at Papa John's, Target, and Little Caesars, as well as an academic background at Towson University and Calvert Hall College High School. He is also a commissioned notary. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through advisory and brokerage channels. The firm utilizes a combination of proprietary research, model portfolios, and third-party strategists to deliver investment advice.

Zachary Walker is a financial advisor at LPL Enterprise with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and UNC Charlotte. 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 investment and insurance products through an integrated platform.

Garret Wright is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he held positions at Gate City Bank and has experience in education and community activity centers. He serves as a board member for the North Dakota Young Republicans. LPL Enterprise, LLC serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products through an integrated platform.

Kevin Sharping is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has been with LPL Enterprise since 2024 and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Jason Kyle is a financial advisor with LPL Enterprise in Naples, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Prudential Insurance Company of America, Mutual of Omaha, Forethought LLC, and Haberstroh Insurance Agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing LPL’s research, model portfolios, and third-party portfolio managers to deliver investment advice.

Shaina Keck is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has four years of industry experience, including prior roles at Northwestern Mutual and Stonecrest Group. Outside of advisory work, she is involved as a bartender at Nigh Brew Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to multiple investment and insurance products through an integrated platform.

Bradley Jones is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in mortgage and real estate services as a broker. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, 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.

Marcus Werther is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America, Pruco Securities LLC, and Nuveen. Outside of his advisory role, he has involvement in real estate rental activities. 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 supported by an integrated platform that combines advisory programs with other financial services.

Sina Tahamzadeh is a financial advisor with LPL Enterprise in Orange, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Jon Winter is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he has been involved in managing a personal real estate rental business since 2018. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various asset management programs through advisory and brokerage channels.

James Pfister is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for Ameriprise Financial Services, Inc. for 34 years. His career also includes brief periods at Pruco Securities LLC and Follett Ice. 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 wealth portfolios, and third-party asset management solutions.