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Corey K
Series 66
Syracuse, NY
LPL Enterprise
Corey King is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Advisors. Outside of advising, he serves as a servicing agent on outside life insurance contracts. 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 investment programs, combining advisory services with brokerage and insurance product sales through an integrated platform.
Austin S
Series 66
Swansea, IL
LPL Enterprise
Austin Snider is a Series 66-registered advisor with LPL Enterprise, based in Swansea, IL, and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has involvement with Wilke Window And Door and Lawn Wranglers. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diversified investment platforms through both advisory and brokerage channels.
Joshua W
Series 66
Warrington, PA
LPL Enterprise
Joshua Weizer is a financial advisor at LPL Enterprise with a Series 66 designation and has been with the firm since 2026. He has 13 years of experience with Delaware Valley Vital-Link Inc. in addition to his role at LPL. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Andrew P
Series 66
Warrington, PA
LPL Enterprise
Andrew Pilone is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has seven years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. His work history includes service at both firms before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.
William E
Series 65, Series 63
Las Vegas, NV
LPL Enterprise
William Evans III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including DelMorgan & Co and Access Health Ventures. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.
Christopher B
Series 66, Series 65, Series 63
West Columbia, SC
LPL Enterprise
Christopher Burnette is a financial advisor with LPL Enterprise and holds the Series 66, Series 65, and Series 63 licenses. He has 18 years of industry experience and has previously worked at firms including Cetera and Prudential Insurance Company of America. Burnette is also an instructor at the University of South Carolina and serves on the board of the Indian Waters Council, Boy Scouts of America. 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 management, third-party asset management arrangements, and a broad range of brokerage and insurance products via an integrated platform.
Andrew S
Series 66
Lancaster, PA
LPL Enterprise
Andrew Schall is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Outside of his advisory role, he serves on the board of Calvary Church in Lancaster, PA, overseeing ministry and church operations. 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 programs through an integrated platform.
Parth P
Series 66
Bedminster, NJ
LPL Enterprise
Parth Patel is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Nova Capital Partners. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance products through its integrated platform.
Eric B
Series 66
Houston, TX
LPL Enterprise
Eric Blakely is a Series 66–licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in logistics and transfer services for over a decade, including roles at AIT Worldwide Logistics and Berger Transfer & Storage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services supported by an integrated platform with access to model portfolios, third-party asset managers, and insurance products.
Bruce D
CFP®, Series 63
E Syracuse, NY
LPL Enterprise
Bruce Deppoliti is a CFP® with 33 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MetLife Securities Inc. He also operates TMRW Financial Group as a financial planner. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.
Andrew H
Series 66
Phoenix, AZ
LPL Enterprise
Andrew Hickman is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services from 2018 to 2026 and has additional experience in international business roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, combining these with brokerage and insurance products on an integrated platform.
Jonathan S
Series 66
Holmdel, NJ
LPL Enterprise
Jonathan Scott is a Series 66-licensed advisor with LPL Enterprise, based in Holmdel, NJ, and has two years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, and Liberty Mutual Insurance. Outside of financial advising, he is co-owner of Humidor Cigar Group LLC, a hospitality business involved in cigar sales and relationship management. LPL Enterprise serves a wide 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 through both advisory and brokerage channels.
Tyler B
Series 63, Series 65
Champaign, IL
LPL Enterprise
Tyler Bubolz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and is involved with Blue Diamond Events and Lindenwood University outside of his advisory role. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated advisory and brokerage platform.
Susan G
Series 63, Series 65
Mercer Island, WA
LPL Enterprise
Susan Giannini is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other 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 sales of financial products.
Ellen G
Series 65, Series 63, Series 66
Wayland, MA
LPL Enterprise
Ellen Goodman is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has worked previously with 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, 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.
Dylan W
Series 66
Pittsford, NY
LPL Enterprise
Dylan Wiemer is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. Before joining LPL Enterprise in 2025, he held various positions including roles in landscaping, collegiate settings, and local businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.
Ben J
Series 63, Series 65
City of Industry, CA
LPL Enterprise
Ben Johnson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1989. 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.
Logan D
Series 66
East Peoria, IL
LPL Enterprise
Logan Dirks is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with service in the United States Air Force. He is also involved with United Contractors Midwest. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory, and brokerage services through an integrated platform.
Jay H
Series 66
St Louis, MO
LPL Enterprise
Jay Hill is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and held various roles outside finance, including positions at Walgreens, the United States Post Office, and Ameristar casino. Jay also operated a business called JayMart for nine years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to managed portfolio programs through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and employs model portfolios and third-party strategists for investment advice.
Edgar M
Series 63
Great Neck, NY
LPL Enterprise
Edgar Montenegro is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. His background includes roles at The Prudential Insurance Co. of America, Mass Mutual Investors Services, and a family business, Stiegelbauer Associates. He also serves on the fundraising and membership committee for The Big I Suffolk County, a nonprofit focused on community education in 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, model portfolio management, and access to various brokerage and insurance products within an integrated platform.
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