Angelo Carlone is a financial advisor with LPL Enterprise holding CFP®, Series 63, and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. 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 portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Robert Mc Namara is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and MetLife Securities. 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 on an integrated platform.

Michael Hale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance offerings and a collateralized lending program.

Alexander Douglas is a financial advisor with LPL Enterprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Guardian Life Insurance Company, and Element Squared LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Maychl Agaybi is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Agaybi held various positions including employment at JD Sports. Outside of advising, Agaybi is involved in a non-variable insurance agency in Clifton, NJ. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that includes insurance products and LPL’s collateralized lending program.

Melissa Farfan is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has seven years of industry experience, including roles at Bank of America and Merrill. Outside of her advisory work, she is involved in a non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Philip Overton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1983 and joined LPL Enterprise in 2024. Outside of his advisory work, he serves on the Westerly Town Council and is a member of the Westerly Republican Town Committee. 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 arrangements, and a range of brokerage and insurance products via its integrated platform.

Razina Rahmatullah is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors, Pruco Securities, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through a platform that integrates investment advice, financial planning, and access to insurance products.

Mark Lacey is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fidelity Investments, Raymond James & Associates, 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 provides financial planning, advisory, and brokerage services through an integrated platform that combines investment advisory programs with access to brokerage and insurance products.

Robert Petrocine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, Investors Syndicate Development Corp, and Ameriprise Financial Services. He serves as a member of the Glenridge Country Club membership committee and acts as an independent agent for fixed insurance products. 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, consulting, and access to model portfolios and third-party asset management programs, combining adviser programs with active sales of financial products including insurance.

Jason Fischer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also associated with Uber since 2016. 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 programs, and a range of brokerage and insurance products.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Enterprise, she worked at PRUCO Securities, LLC and spent over 18 years in healthcare roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, and access to various brokerage and insurance products through its integrated advisory and brokerage platform.

Steven Dipaola is a financial advisor with LPL Enterprise in Paramus, NJ, holding the Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Humana, United Health Care, Aetna, and Northeast Securities. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, 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, third-party asset management programs, and a broad range of brokerage and insurance products supported by a platform that integrates advisory services with insurance sales and lending programs.

Colby Crogan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He serves on the boards of Lexington Youth Lacrosse and Lexington Lions Club, both nonprofit organizations based in Wakefield, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending solutions.

Jack Mangiafico is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 registrations and three years of industry experience. His prior roles include positions at Raymond James Financial Services, CN Wealth Management Group dba Keybridge Wealth Management, and Morgan Stanley. In addition to his advisory work, he is an insurance agent helping individuals and families enroll in health coverage through Jack’s Coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Kevin Medert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has prior work history with The Prudential Insurance Company of America, Pruco Securities LLC, and The Citadel. Outside of his advisory role, Medert is employed as a security professional with Allied Universal. 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 portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Craig Bonney is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LPL Financial, and New York Community Bank. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a comprehensive platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Carlo Sestito is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been associated with Prudential Insurance Company of America for over three decades. Outside of his advisory role, he manages family business entities and holds various insurance-related appointments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates financial planning with product sales, including insurance, through an affiliated agency and utilizes a platform that combines adviser programs with active lending solutions.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he spent over 30 years. 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, model wealth portfolio programs, and access to third-party asset management, supported by an integrated platform that combines adviser programs with a range of financial products.

Paul Haschytz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over four decades prior to joining LPL Enterprise. He serves as a board member of the Caroga Evangelical Chapel, where he manages financial records and disburses payments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, leveraging a platform that integrates investment advice, third-party portfolio management, and product sales including insurance through affiliated entities.