Marcy Holbert is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has previously worked with Gravity Group and Matchbox Realty LLC. Outside of her advisory role, she is employed by Gravity Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products via an integrated platform.

James Ryan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 35 years and has operated James B. Ryan Insurance and Financial Services since 2012. Outside of advising, he serves as a high school basketball and baseball referee in Western Pennsylvania. 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 brokerage and insurance products through an integrated platform that combines investment advice with other financial solutions.

Justin Jones is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves in a fiduciary capacity for the Gail Norris True Love Ways 66 Irrevocable Trust. 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.

Joshua Knuffke is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Barton Associates and Pruco Securities LLC. Outside of his advisory role, he is involved in a non-variable insurance agency related to his business at LPL. 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, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

John Gavin is a financial advisor at LPL Enterprise with Series 66 certification and one year of industry experience. He has held positions at The Prudential Insurance Company of America, Pruco Securities LLC, and State Farm Insurance. Outside of finance, he has been involved with the Republican Party of Pennsylvania and has experience working with local golf clubs and hospitality establishments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tampa, FL. LPL Enterprise serves a broad mix of clients 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 programs, and a range of brokerage and insurance products through its integrated platform.

Kenneth Hakes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 35 years. He is based in Williamsport, PA. 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, integrating advisory programs with brokerage and insurance products through its platform.

Leatrice Potter Daigle is a Series 66 credentialed financial advisor with two years of industry experience. She is currently with LPL Enterprise and has prior experience at Pruco Securities LLC, Prudential Financial, and Bank of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Brynn Hadden is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining LPL Enterprise, Brynn worked at Pruco Securities LLC and has held various roles outside finance, including positions at Amazon and Grand Valley State University. 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 model portfolios and third-party asset management through an integrated platform combining advisory and brokerage capabilities.

Dennis Hacking is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Kansas City, MO. He has recent experience at The Nolan Company / T Bank NA and has also worked in various roles outside finance, including positions at Cinzetti's Italian Market and Diamond Gymnastics Academy. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model portfolios, and third-party asset management, delivered through an integrated platform combining advisory programs and brokerage products.

James Crandall is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones and NYLife Securities, as well as over a decade at the American Petroleum Institute. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services such as financial planning, third-party asset management, and brokerage and insurance products through an integrated platform.

Thomas Healy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Healy operates under the DBA Enhanced Financial Solutions as part of his advisory activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and access to third-party asset management through an integrated platform combining advisory and brokerage services.

Andrew Shakespeare is a financial advisor with LPL Enterprise in Brooklyn, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, New York Life Insurance Company, MassMutual Life Insurance Company, and Equitable Advisors, LLC. LPL Enterprise serves a wide range of clients 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, and a variety of brokerage and insurance products via an integrated platform.

Cindy Garrity is a financial advisor with LPL Enterprise in Newark, DE, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America N.A., Merrill, and Citizens Securities INC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, leveraging a platform that integrates adviser programs with insurance products and co-investment opportunities.

Charles Hitchcock is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. Hitchcock is also president of Hitchcock Financial Group Inc., a business entity involved in investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset management with an integrated platform that includes insurance products and collateralized lending programs.

John Gaines III is a Series 66 credentialed advisor at LPL Enterprise with two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with over a decade of service in the United States Navy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Richard Haberstroh is a Series 66 licensed financial advisor with seven years of industry experience, currently with LPL Enterprise. His prior roles include positions at Equitable Advisors and Lincoln Financial Group. He serves as a board member and volunteer at St. Stephens Episcopal Church in Vestavia Hills, Alabama. LPL Enterprise provides financial planning and consulting services to a broad client base, including individuals, retirement plans, and institutional clients, utilizing a range of advisory and brokerage services supported by its integrated platform.

Harry Perrin is a Series 66 licensed advisor with LPL Enterprise LLC in Houston, TX, with one year of industry experience. Prior to his financial advisory role, he spent nine years at Apple Inc. He is also active as an artist and musician outside of his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering a range of financial planning, advisory, and brokerage services through an integrated platform that combines advisory programs with insurance products and lending solutions.

Ashley Courtney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. Courtney has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has been involved with Anthony Sciulli since 2014. Outside of advisory roles, Courtney is engaged in related businesses including health benefits and insurance services through entities such as Three Rivers Health Benefits, LLC and Health Benefits Group, LLC. 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 managed portfolios, combining advisory programs with insurance and brokerage products through an integrated platform.

Emily Fissel is a financial advisor with LPL Enterprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 11 years of industry experience. She has worked at New Providence Financial, LLC since 2010 and was previously associated with Pruco Securities, LLC from 2010 to 2024. 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 provides financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.