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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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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