Michael Gabrielson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Cambridge Investment Research Advisors. Outside of his advisory work, he owns a business operating an ice cream trailer in Urbandale, IA. 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 wealth portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Aiming Allen is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, and Merrill. In addition to his advisory work, Allen is involved with a Prudential-sponsored non-variable insurance agency. 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, access to model portfolios, third-party asset management programs, and a range of insurance products through its integrated platform.

David Bellamy is a financial advisor with LPL Enterprise, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for 10 years. 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 an integrated advisory and brokerage platform.

Liam Perry is a financial advisor with LPL Enterprise holding a Series 66 designation. Based in Indianapolis, IN, he began his career at LPL Enterprise in 2025 following prior experience at Ball State University and Papa Johns. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, providing financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

Craig Schubert is a financial advisor with LPL Enterprise and holds the Series 63, 65, and 66 licenses, bringing 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and previously at Pruco Securities, LLC. In addition to his advisory role, he is also a mortgage originator with Rocket Mortgage. 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 portfolios, third-party asset management arrangements, and access to various brokerage and insurance products.

Ann Gracy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she operates Gracy Financial Services, an entity related to her LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

Jaimie Corcoran is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Enterprise. Prior to joining LPL Enterprise in 2024, Corcoran worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley in various roles from 2011 to 2024. Outside of advisory activities, Corcoran maintains an incidental business entity, Financial Health Group, LLC, for non-investment related expenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions 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, combining adviser programs with active sales of financial products and lending services.

Robert Eddy Jr. is a financial advisor at LPL Enterprise with the ChFC® designation and over 40 years of industry experience. He has worked extensively with Prudential Insurance Company of America and PRUCO Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he is involved with Pinnacle Group Insurance & Financial Services, providing financial planning, investment, and insurance services. 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 an integrated advisory and brokerage platform.

Catherine Andersen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing and JP Morgan Securities. Andersen also engages in non-variable insurance activities through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm combines advisory services with brokerage and insurance product sales through an integrated platform.

Frank Mastrosimone is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Royal Alliance Associates, Inc. Outside of his advisory work, he occasionally assists his wife with real estate transactions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs with various financial products.

Shane Dayton is a financial advisor with LPL Enterprise in South Jordan, UT, holding a CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Allstate Insurance Company, Morgan Stanley, and Fidelity Investments. 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 investment and insurance products through its integrated platform.

John Carpani IV is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously 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 a range of advisory and brokerage services, utilizing research, model portfolios, and third-party strategists to support investment advice and financial planning.

Wadid Yunez is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. outside of his current role. 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 an integrated platform.

Nathan Barker is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Modern Woodmen of America. Barker has also worked in education with Weber School District and has experience with Evelar Solar. 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 via its integrated platform.

Barry Gilrane is a financial advisor with LPL Enterprise, holding Series 63, Series 65, and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Barry is based in Charlotte, NC. 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 wealth portfolios through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of various financial products, including insurance, and collaborates with third-party portfolio managers and trust custodians.

Matthew Demartino is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Based in Vienna, VA, he also operates Integrated Wealth Advisors, providing financial planning and investment strategy services to individuals, families, and small businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm combines advisor programs with the active sale of financial products and manages investments through LPL’s research, model portfolios, and third-party strategists.

Dwayne Epplin is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of his advisory work, he serves on the board of the PCHS Education Foundation and coaches sports and fitness at Pinckneyville Community High School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, providing financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with other financial products, including insurance, and offers access to model portfolios and third-party asset managers.

Cameron Michalak is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial for two years. Outside of his advisory role, Michalak is a varsity soccer coach at Tome School. 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 and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

John Miller III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Laura Bennett is a financial advisor with LPL Enterprise in Mercer Island, WA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of her advisory work, she has worked as a delivery driver for UberEats. 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 that combines advisory programs with brokerage and insurance products.