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Marivic D
Series 63, Series 65
Honolulu, HI
LPL Enterprise
Marivic Dar is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is a business owner in the renewable energy sector through ACDC Development LLC. 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 a variety of investment and insurance products through an integrated platform.
Rahil P
Series 66, Series 63
Paramus, NJ
LPL Enterprise
Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including New York Life Insurance Company, Eagle Strategies, Summit Financial, and Pruco Securities. Patel is also engaged in non-variable insurance advisory activities through Prudential Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by model portfolios and third-party management. The firm’s integrated platform combines advisory programs with financial product sales, including insurance, and offers discretionary and non-discretionary financial planning services.
Thiago G
Series 66
Collegeville, PA
LPL Enterprise
Thiago Gaspar Sales is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities LLC, JP Morgan Chase, and Wells Fargo. Outside of finance, he has been involved with Warrington Pizza Restaurant Inc. 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.
Christian F
Series 63, Series 65, Series 66
Holmdel, NJ
LPL Enterprise
Christian Foli is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has previously worked at TD Ameritrade Inc. for 15 years and has been with LPL Enterprise since 2025. 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, utilizing research, model portfolios, and third-party management in a platform that integrates adviser programs with financial products such as insurance.
Shondra D
Series 63, Series 65
Troy, MI
LPL Enterprise
Shondra Decker is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Lamb Dairy and Prudential Insurance Company of America. In addition to her advisory work, she is employed outside the industry at Louie's Family Restaurant. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to various investment programs through advisory and brokerage channels.
Andrew G
Series 66, Series 63, Series 65
Southborough, MA
LPL Enterprise
Andrew Grande is a financial advisor with LPL Enterprise who holds Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual, New York Life, and AllState. Outside of advising, he is involved with DMSE Sports as an event consultant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.
William C
Series 66
Saco, ME
LPL Enterprise
William Caras is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and entrepreneurial ventures such as Eclectic Activation LLC and Shuck Brothers Co. He has also been involved in operating a public house and brewery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with other financial services.
Dawkin E
Series 66
Superior, WI
LPL Enterprise
Dawkin Erceg is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, Uber Inc, DoorDash Inc, and Daktronics Inc. 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 model portfolios and third-party asset management, with an integrated platform that includes insurance products and lending solutions.
Joshua B
Series 66
Camp Hill, PA
LPL Enterprise
Joshua Burda is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Weis, and UTZ Quality Foods. Outside of finance, he is involved with Big Worm Tackle, a business he has been associated with since 2019. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset management within an integrated platform that includes insurance products and collateralized lending options.
Ralph L
Series 63, Series 66
Gulfport, MS
LPL Enterprise
Ralph Lunt is a financial advisor at LPL Enterprise with 32 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Thrivent Financial, MassMutual, FSC Securities Corporation, and Strategic Capital Advisors. Outside of his advisory work, Lunt provides personal financial counseling to military service members and their families and also works as a substitute teacher. 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 portfolios, third-party asset management, and a broad range of brokerage and insurance products.
Brendan K
Series 66
Cranberry Township, PA
LPL Enterprise
Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at Erie Junior Seawolves and Shenango Beverage, as well as academic experience at Gannon University and Central Catholic High School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, alongside brokerage and insurance products, through an integrated platform that combines advisory services with product sales.
Hisashi S
Series 63, Series 65
Pleasant Hill, CA
LPL Enterprise
Hisashi Sano is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. 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, and access to model portfolios and third-party asset management programs through an integrated platform.
Steven K
Series 63, Series 65
White Plains, NY
LPL Enterprise
Steven Kalt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with Oberman Companies in a property and casualty-related business. 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 programs through both advisory and brokerage channels.
Rebecca E
Series 63, Series 65
Irvine, CA
LPL Enterprise
Rebecca Eggers is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of her advisory role, she coaches high school lacrosse in Corona, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products via an integrated platform.
Jerome F
Series 63, Series 65
Warrington, PA
LPL Enterprise
Jerome Fiordimondo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1977 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to various investment programs and products.
Cynthia O
Series 66
New York, NY
LPL Enterprise
Cynthia Onyebuchi is a financial advisor with LPL Enterprise in New York, NY, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Pruco Securities, Soluntis, and Highline Residential. 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 model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage products.
Daylan M
Series 63, Series 65
Columbus, IN
LPL Enterprise
Daylan Mueller is a financial advisor with LPL Enterprise in Indianapolis, IN, holding the Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015. Mueller is also involved in non-variable insurance activities outside his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.
Dylan R
Series 66
Great Neck, NY
LPL Enterprise
Dylan Rose is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has worked in recreation services and served as a US Soccer referee. LPL Enterprise serves a diverse client base including individuals, retirement plans, 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.
Andrew B
Series 66
Camp Hill, PA
LPL Enterprise
Andrew Brosten is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with non-variable insurance activities through Prudential. 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, brokerage, and insurance products using an integrated platform that combines advisory programs with other financial product sales.
Hyun Soo J
Series 63, Series 65
San Jose, CA
LPL Enterprise
Hyun Soo Jeon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Based in San Jose, CA, Jeon has been with LPL Enterprise since 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 offers financial planning, consulting, access to model wealth portfolios, and a range of brokerage and insurance products via an integrated platform that combines advisory services with other financial products.
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