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Lindy B

Series 65, Series 63

Arcadia, CA

LPL Enterprise

Lindy Bell is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Transamerica Financial Advisors, Inc. and Net Law. Bell serves on the board of the nonprofit Grace Lion Clug. LPL Enterprise, LLC 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.

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

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Brian Kazinec is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously spent 30 years at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America throughout his career. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform that combines adviser programs with active sales of other financial products.

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

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a Series 66-licensed financial advisor with LPL Enterprise and has two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Robbins is a silent partner in a local pizza business and has been active as a speaker for seminars and workshops since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with insurance and other financial products.

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

Series 63

New York, NY

LPL Enterprise

Peter Katenkamp is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 63 designation and has previously worked at National Life and Equity Services, Inc. His career also includes roles at The Prudential Insurance Company of America and PRUCO Securities, 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 model portfolios through both advisory and brokerage channels. The firm combines adviser programs with sales of financial products and insurance, leveraging third-party asset management and discretionary implementation options.

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

Series 63, Series 65

Wauwatosa, WI

LPL Enterprise

Michael Jansen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory work, he is involved in the sale of disability insurance for independent real estate agents and works as a makeup artist for Seint. 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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Mack M

Series 63, Series 65

Jacksonville, FL

LPL Enterprise

Mack Mcshut is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of finance, he is the owner of Jacksonville Electric Vehicle On-Demand LLC, an on-demand transportation 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, consulting, and access to model wealth portfolios, combining advisory programs with a range of financial products and an integrated platform.

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

Series 66

St Louis, MO

LPL Enterprise

Jacob Pfeiffer is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has also worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he is involved in management duties at Chuck E Cheese. 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 wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

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

Series 66

Atlanta, GA

LPL Enterprise

Ryan Wenzel is a Series 66 licensed financial advisor with two years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Haddock Investments, and NorthCape Inc. He attended Dickinson College. 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 arrangements, and a range of brokerage and insurance products.

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

Series 63, Series 65

Rome, NY

LPL Enterprise

Richard Presky is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked with Pruco Securities, LLC and Prudential Insurance Company of America for more than four decades. He has held leadership roles in local economic development organizations and serves on the board of the Genesis Group of Mohawk Valley. 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 third-party asset managers 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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Richard H

Series 63, Series 65

Champaign, IL

LPL Enterprise

Richard Hartke is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Prudential Insurance Company of America since 1999 and joined LPL Enterprise in 2024. Outside of advising, he manages an office rental business through Hartke Holdings. 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 supported by model portfolios, third-party asset managers, and integrated financial product sales.

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

Series 63, Series 65

St Louis Park, MN

LPL Enterprise

Kurt Marple is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in non-variable insurance and annuity sales as a Prudential statutory agent. 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 model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

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

Series 63, Series 65

Wakefield, MA

LPL Enterprise

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a property and casualty activity related to client referral and agency coordination in Wakefield, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance sales and lending solutions.

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

Series 66

West Caldwell, NJ

LPL Enterprise

Louis La Medica is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and Nationwide Securities, LLC. He is also involved with Elite Financial Services, LLC and Medicare Planning Services, LLC, managing businesses related to fixed life insurance and Medicare planning. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that supports both adviser programs and insurance sales.

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

Series 63, Series 66

Chicago, IL

LPL Enterprise

Leslie Ambrose is a financial advisor at LPL Enterprise with five years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with firms including JPMorgan Securities LLC and The Prudential Insurance Company of America. Outside of finance, Ambrose is the owner of Menachem Wellspring LLC, a business selling vegan food products and convenience items in Chicago. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and institutional clients, offering services through advisory and brokerage channels. The firm’s integrated platform combines investment advice, financial planning, and access to various investment products, leveraging model portfolios and third-party asset management.

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

Series 63

Syracuse, NY

LPL Enterprise

Linda Kessler is a financial advisor at LPL Enterprise with 36 years of industry experience. She holds the Series 63 designation and has previous experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, 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 through both advisory and brokerage channels.

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

Series 63, Series 65

Bellingham, WA

LPL Enterprise

David Gould is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including previous roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Sigma Financial Corporation. Outside of advising, he is involved in the ownership and management of a multi-unit apartment complex in Bellingham, WA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services through its integrated platform, utilizing model portfolios, third-party asset managers, and a range of financial products including insurance.

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

Series 66

New Haven, IN

LPL Enterprise

Brett Jones is a financial advisor at LPL Enterprise with a Series 66 credential and one year of experience in the industry. Prior to joining LPL Enterprise, he held roles at Wayne Township Assessors, STAR Financial, Roussel Concrete, Allen County Community Development Corp, and Haley Elementary School. 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.

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

Series 65, Series 63

Columbus, OH

LPL Enterprise

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors and NEO Partners LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a broad range of 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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Daniel P

Series 66

Orlando, FL

LPL Enterprise

Daniel Polon is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial industry, he spent a decade in public education within the Mobile County and Escambia County school systems. LPL Enterprise serves a broad 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 via an integrated platform.

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

Series 63, Series 65

Batavia, NY

LPL Enterprise

David Zauner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America for 10 years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, 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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