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Ryan F

Series 63

Columbus, OH

LPL Enterprise

Ryan Froman is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related activities through a non-variable insurance agency sponsored by Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 63, Series 65

Butler, PA

LPL Enterprise

Johanna Mcbride is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at 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, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 66

Atlanta, GA

LPL Enterprise

Antonio Elias Magana is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has five years of industry experience, having previously worked at firms including Edward Jones, J.P. Morgan Securities, Merrill, Bank of America, and Wells Fargo. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional investors. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through an integrated platform combining advisory and brokerage services.

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

Series 66, Series 63

Bentonville, AR

LPL Enterprise

Blake Robbins is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, Robbins owns a pizza shop in Bentonville, AR, and serves on the board of Ignite Branson, a nonprofit organization. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

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

Series 66

Tampa, FL

LPL Enterprise

Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. Before entering the financial services industry, he worked for nine years at Tech Data Corporation. 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 various investment and insurance products through an integrated platform combining advisory and brokerage capabilities.

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

Series 66

Sherman Oaks, CA

LPL Enterprise

Byron Camp is a Series 66-credentialed financial advisor with LPL Enterprise in Sherman Oaks, CA. He joined the firm in 2026 and has prior experience working at Wells Fargo and various other roles outside the financial 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 LPL’s research and model portfolios.

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

Series 66

Tampa, FL

LPL Enterprise

Nicholas Novak is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has worked at Oppenheimer for four years and previously spent time at Atlantic Warrior Inc. and West Virginia University. His background also includes a five-year tenure at Alfes Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

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

Series 66

Troy, MI

LPL Enterprise

Carrie Syrett is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Thrivent Financial and Citizens Bank. Outside of advising, she is an organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue operation. LPL Enterprise serves a wide range of clients including individuals, retirement plans, nonprofits, corporations, and institutional investors through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products via an integrated platform.

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

Series 63, Series 66

Vienna, VA

LPL Enterprise

Robert Howard is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, and Bb&T, among others. Howard is also a partner at Integrated Wealth Advisors, where he is involved in advising clients and servicing accounts related to financial planning and insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios and third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 63, Series 65, Series 66

Warrington, PA

LPL Enterprise

Peter Valenti is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He previously spent 34 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1990. Valenti also acts in a fiduciary capacity through a personal business entity. 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 a range of model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage services.

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

Series 63, Series 66

Omaha, NE

LPL Enterprise

Matthew Frey is a financial advisor at LPL Enterprise with 27 years of industry experience. His prior roles include positions at Ameritrade, CHARLES SCHWAB and CO., INC., Pruco Securities LLC, and The Prudential Insurance Company of America. He holds the Series 63 and Series 66 designations. 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, 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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Thomas M

Series 63, Series 65

North Myrtle Beach, SC

LPL Enterprise

Thomas Muldoon is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and multiple related entities prior to joining LPL Enterprise. Muldoon is also the founder of ReserveX Analytics, a business based in Little River, SC. 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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Wilma M

Series 63, Series 65

Quincy, IL

LPL Enterprise

Wilma Mcglothlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, along with thirteen years at the American Red Cross. 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, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

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

Series 66

Wakefield, MA

LPL Enterprise

Zachary Spencer is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked previously 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. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of financial products, including insurance.

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

Series 63, Series 65

Shelton, CT

LPL Enterprise

Steven Silverman is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC and the State of Connecticut/Central Connecticut State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, consulting, and access to model portfolios and third‑party asset management, combining advisory services with brokerage and insurance products through its integrated platform.

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

Series 63, Series 65

Jackson, MS

LPL Enterprise

Samuel Harris is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly five decades combined. Outside of his advisory work, he has an interest in farming through a non-investment related farm interest. 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 management programs through an integrated platform.

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

Series 65, Series 63

Sherman Oaks, CA

LPL Enterprise

William Mai is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Financial. 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 range of brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Orange, CA

LPL Enterprise

Lincoln Lai is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Advisory Services LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party portfolio strategists.

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

Series 66

Palm Harbor, FL

LPL Enterprise

Seema Ramroop is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, and Merrill. Ramroop is also involved with Empower Insurance and Financial Services through her own entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services along with access to model portfolios and third-party asset management programs. The firm’s integrated platform combines advisory programs with insurance products and a collateralized lending program.

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

Series 66

Farmingdale, NY

LPL Enterprise

John Donaldson is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Blue Ocean Wealth Solutions and has a diverse background including roles at Binghamton University and other organizations. 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, access to model portfolios, third-party asset management arrangements, and a variety 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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