Jacob Herr 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 Lile Relocation Services and Forbes Plumbing. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Robert Hritz is a financial advisor at LPL Enterprise with two years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as the pole vaulting coach for both the boys' and girls' teams at Aliso Niguel High School. 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 access to various investment and insurance products through an integrated platform.

Casey Odo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Securities America, and Investacorp Advisory Services Inc. Outside of his advisory work, he is involved in a non-investment business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Carolina Silcott is a financial advisor at LPL Enterprise with a Series 66 designation and one year of experience in the industry. Her prior work experience includes roles at Third Coast Bank and Mercadolibre, as well as positions outside the financial sector. 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 via an integrated platform.

Lauren Conkright is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she was employed at Bowie Produce Company for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. 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.

Oksana Flaks is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to her financial services career, she was engaged in homemaking for six years. 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.

Michael Curtis is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. He is also involved in Curtis Forestry, an ongoing business since 2001. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers both advisory and brokerage services, utilizing a platform that combines investment advisory programs with brokerage and insurance products, supported by LPL’s research, model portfolios, and third-party portfolio strategists.

David Dlugacz is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Blueprint Financial Strategies, Eagle Strategies (NY Life), and New York Life insurance. He is also involved with The Guardian Life Insurance Company in a non-variable insurance capacity. 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 advisory and brokerage services through an integrated platform that includes insurance products and third-party asset management arrangements.

Andre Boullion is a Series 66 licensed advisor at LPL Enterprise with recent professional experience primarily in the energy sector, including roles at Shell Exploration and Production Company and its affiliates from 2013 to 2024. He joined LPL Enterprise in 2025 and has no prior advisory industry experience. Outside of his advisory role, he is involved in a non-variable insurance business affiliated with LPL. 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 services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance product sales.

Eric Opheim is a Series 66 licensed advisor with 12 years of industry experience. He is currently with LPL Enterprise, where he has worked since 2025. Prior to joining LPL, he was employed at Bank of America, Merrill, and Edward Jones. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

Michael Harris is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. 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, utilizing model portfolios, third-party asset management, and insurance products through its integrated platform.

Thong Phan is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Phan is also involved in variable insurance-related activities outside of his primary advisory work. 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.

Zane Zentic is a financial advisor with LPL Enterprise in Omaha, NE, holding 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. Outside of finance, he has been involved in entrepreneurial activities, including owning Fala's Treasures and Coffeehouse. 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 distinguishes itself with an integrated platform combining advisory programs with brokerage and insurance product sales.

Francisco Triay is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held positions in various industries including automotive and retail. LPL Enterprise, LLC 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, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Robert Kimble is a Series 66 licensed advisor with seven years of industry experience, currently with LPL Enterprise. His prior roles include positions at Ameriprise Financial Services and The Prudential Insurance Company of America. Outside of his advisory work, Kimble serves on nonprofit boards for the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and he owns a tax preparation and accounting business. 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, portfolio management using model portfolios and third-party strategists, and access to various brokerage and insurance products via an integrated platform.

Francesca Mantay is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for nine years and Publix Supermarkets for seven years. Mantay is also a Florida notary public and serves as an insurance agent and office manager for Mantay & Company Insurance and Financial 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 offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Joseph Vavruska is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved with non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Douglas Webb is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and West Marine, alongside teaching experience at the University of South Carolina and Dutch Fork High School. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Thomas Perrone is a Series 66-licensed financial advisor with 21 years of industry experience. He currently works at LPL Enterprise and has previously been affiliated with Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors 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 offers financial planning, access to model wealth portfolios, third‑party asset management, and brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives using proprietary research and third-party strategists.

Joel Guerra Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1994 and joined LPL Enterprise in 2024. Guerra Jr. is also involved with ClearPath Team Financial and Insurance Services, offering financial planning and insurance services through an LPL-affiliated entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory, and brokerage services utilizing its integrated platform, which combines investment adviser representatives, model portfolios, third-party asset management, and insurance products.