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Isaac V

Series 66

Troy, MI

LPL Enterprise

Isaac Van Dyke is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he was with PRUCO Securities, LLC. for one year and spent ten years as a student. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage services, and access to model portfolios and third-party asset management, operating an integrated platform that combines adviser programs with sales of financial products and participation in collateralized lending programs.

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

CFP®, ChFC®, Series 66

Port Saint Lucie, FL

LPL Enterprise

Donald Jacobs is a financial advisor with LPL Enterprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 39 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC, where he spent over 38 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 via an integrated platform.

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

Series 63, Series 66

Cedar Park, TX

LPL Enterprise

Evan Yeakel is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at various Charles Schwab entities for nearly two decades. Outside of advising, he is registered as a notary in Cedar Park, Texas. 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 supported by an integrated platform that combines adviser programs with access to insurance products and third-party asset management.

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

Series 66

Fort Mill, SC

LPL Enterprise

Victoria Swanson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 27 years of experience in the financial services industry, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she has been involved in a remodeling business for over two decades. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

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

Series 66

Butler, PA

LPL Enterprise

Mckenzie Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Miller worked in various roles including management positions in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and an integrated platform that includes insurance products.

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

Series 63, Series 65

Plano, TX

LPL Enterprise

Walter Hampton is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Equity Services Inc, and True North Financial Solutions. Outside of finance, he is involved in music composition and arrangement through Ellis Hampton Percussion Services. LPL Enterprise serves a broad range of clients 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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Harrison B

Series 66

Raleigh, NC

LPL Enterprise

Harrison Brooks is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Augusta National Golf Club and YMCA Camp Cheerio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

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

Series 66

Perrysburg, OH

LPL Enterprise

Ryan Shackelford is a financial advisor with LPL Enterprise in Perrysburg, Ohio. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Cellular Sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

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

Series 65, Series 63

Orlando, FL

LPL Enterprise

Alexander Utsey is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 65 and Series 63 designations and 11 years of industry experience. He has worked at The Prudential Insurance Company of America and PRUCO Securities, LLC since 2015. Outside of advisory work, he is involved with the Couch Braunsdorf Insurance Group, providing property and casualty coverage to clients. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, asset management programs, and access to brokerage and insurance products through an integrated platform.

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

Series 66

Warwick, RI

LPL Enterprise

Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his tenure at the firm in 2025. He has nine years of prior experience at Fidelity Investments from 2016 to 2025. Outside of advisory roles, he is involved in a non-variable insurance agency related to his LPL business 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

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

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Seth Silcock is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Fifth Third Securities, Hutchens & Kramer Investment Management Group, and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining adviser programs with the sale of financial products through an integrated platform.

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

Series 63, Series 65

Cincinnati, OH

LPL Enterprise

Michael Hensler is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked extensively with 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. The firm offers 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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Bryan M

Series 66, Series 63

Houston, TX

LPL Enterprise

Bryan Mayo is a financial advisor with LPL Enterprise in Houston, TX, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he works as a service advisor and state inspector at Kwik Kar in Houston. 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, model portfolio programs, and access to third-party asset managers, operating an integrated platform that combines advisory programs with the sale of financial products, including insurance.

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

Series 66

Toney, AL

LPL Enterprise

Devon Richardson 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 Edward Jones for one year and spent a decade at Landers McLarty Nissan. 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 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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Louis B

Series 66

Williamsville, NY

LPL Enterprise

Louis Benton II is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Securities, Principal Life Insurance, and Citizens Securities Inc. Outside of his advisory role, he owns an LLC focused on real estate holdings. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional organizations. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

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

Series 63, Series 65

Ewing Twp, NJ

LPL Enterprise

Victor Ladolcetta is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and HSBC. Outside of his advisory role, Ladolcetta is also involved with The Clark Group, LLC, providing insurance and financial product sales and services. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm’s integrated platform combines adviser programs with financial product sales and provides access to model portfolios, third-party asset management, and insurance products.

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

Series 66

Irvine, CA

LPL Enterprise

James Lee is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 21 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is an investor in Harbor Med Tech, a business entity based in Irvine, CA. 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 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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Joseph G

Series 63, Series 65

Newark, DE

LPL Enterprise

Joseph Garrity is a financial advisor with LPL Enterprise in Newark, Delaware, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Citizens Bank and First Citizens Community Bank. He also sells Medicare Supplement and Medicare Advantage insurance policies through United Healthcare. LPL Enterprise 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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Brian D

Series 63, Series 65

Parma, OH

LPL Enterprise

Brian Degross is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades 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 offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, with an integrated platform that combines advisory services and brokerage products.

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

Series 66

Indianapolis, IN

LPL Enterprise

Benjamin Vangundy is a financial advisor with LPL Enterprise, holding the Series 66 designation and based in Indianapolis, IN. He joined LPL Enterprise in 2025 and has prior experience working at Walgreens and Frontier Communications. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

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