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Clarence B
CFP®, Series 63, Series 65
Mount Pleasant, SC
LPL Enterprise
Clarence Blanton Jr. is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Cambridge Investment Research Advisors, Inc., Dempsey Lord Smith, LLC, and Invest Financial Corporation. Outside of advising, he owns and operates a charter boat company and serves as a board member for the South Carolina Lutheran Retreat Centers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance services through an affiliated agency, providing clients with a broad platform of investment and financial products.
Daniel P
Series 66
San Diego, CA
LPL Enterprise
Daniel Proctor is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cuso Financial Services, LP for 15 years before joining LPL Financial in 2018. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.
Cranston S
Series 63, Series 65
Bloomington, IL
LPL Enterprise
Cranston Sparks is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company and The Prudential Insurance Company of America. Sparks is also an insurance agent involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory services, and access to various investment and insurance products through an integrated platform.
Jeffrey H
Series 63, Series 65
Downers Grove, IL
LPL Enterprise
Jeffrey Hammond is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Transamerica Financial Advisors, Inc. He was also involved with Chicago United Ventures LLC from 2013 to 2017. 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 managers within an integrated platform that includes access to insurance products and a collateralized lending program.
Peyvand P
ChFC®, Series 63
San Jose, CA
LPL Enterprise
Peyvand Pourhosseini is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, as well as various insurance carriers and Waddell & Reed, Inc. from 2008 to 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm combines adviser programs with sales of financial products and utilizes a platform featuring model portfolios, third-party asset management, and integrated insurance offerings.
Aidan D
Series 66
White Plains, NY
LPL Enterprise
Aidan Dervisevic is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work at Think Mortgage, a restaurant, and various educational positions. 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 wealth portfolios, third-party asset management, and access to a broad range of financial products supported by an integrated platform.
Maurice L
CFP®, Series 63, Series 66
Downers Grove, IL
LPL Enterprise
Maurice Lounds is a CFP® with 25 years of industry experience, currently serving at LPL Enterprise. He has previously worked at Prudential Insurance Company of America, Pruco Securities, and LPL Financial. In addition to his advisory work, Maurice teaches mathematics at Indiana University and IVYTECH Community College. 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 managers through an integrated platform combining advisory programs with brokerage and insurance products.
Emmy M
CFP®, Series 63, Series 65
St Louis Park, MN
LPL Enterprise
Emmy Mastel is a CFP® with 30 years of industry experience, currently affiliated with LPL Enterprise. She has worked at Prudential Insurance Company of America since 1996 and was with Pruco Securities, LLC. from 1996 to 2024. Outside of her advisory work, she is involved in real estate rental activities in Big Sky, Montana. 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 an integrated platform.
Robert B
Series 63
Melville, NY
LPL Enterprise
Robert Bonich is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved in non-variable insurance activities through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products through its integrated platform.
Edward C
Series 63
Dewitt, NY
LPL Enterprise
Edward Cuello is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a co-founder of the Latino Prof Network of Syracuse, a professional networking organization. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales, supported by both in-house and third-party portfolio management.
Zachary S
Series 66
Columbia, MD
LPL Enterprise
Zachary Snyder is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and bringing two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors, LLC, and has held various roles including positions in hospitality and research. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.
Lukas P
Series 66
Downers Grove, IL
LPL Enterprise
Lukas Petrus is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his career in the financial industry in 2026 after working in various roles, including positions at Kreshmore Group and employment related to university services. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels.
Caroline L
Series 66
Denver, CO
LPL Enterprise
Caroline Louis is a financial advisor at LPL Enterprise with six years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Caroline is based in Denver, CO. 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 that combines advisory programs with brokerage and insurance products.
Caleb R
Series 66
Hendersonville, NC
LPL Enterprise
Caleb Raper is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, his work history includes multiple periods of employment at Blaze Pizza and time as a student at Appalachian State University. 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, access to model portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.
Gary S
Series 63
Melville, NY
LPL Enterprise
Gary Stern is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 63 designation and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Stern serves as a board member of the Long Island Alzheimer's Association and works as a consultant for several New York-based firms. LPL Enterprise serves a diverse clientele, 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 combining advisory and brokerage services.
Anthony C
Series 63
Syracuse, NY
LPL Enterprise
Anthony Cerra is a financial advisor with LPL Enterprise, holding a Series 63 designation and possessing 10 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Syracuse, NY. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers financial planning, advisory services, and access to model portfolio programs, combining adviser platforms with brokerage and insurance products.
Katelynn P
Series 66
Syracuse, NY
LPL Enterprise
Katelynn Prestipino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at NYLIFE Securities LLC and New York Life Insurance Company for four years. Outside of financial advising, she has experience in retail and service roles including at Fantastic Sams hair salon and Dunkin Donuts. 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 portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.
Zakir G
Series 63, Series 65
Irvine, CA
LPL Enterprise
Zakir Gunja is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has 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 through 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.
Peter M
Series 63, Series 65
Paramus, NJ
LPL Enterprise
Peter Mc Cormack is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes long tenures at Guardian Life from 1993 to 2020 and Prudential Insurance Company of America starting in 2020. He is based in Paramus, NJ. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios, third-party asset management, and access to various financial products.
William H
Series 66, Series 63
Southborough, MA
LPL Enterprise
William Harmer is a financial advisor with LPL Enterprise in Southborough, MA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining LPL Enterprise in 2025, he was associated with Northwestern Mutual entities from 2023 to 2025. 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, third-party asset management programs, and a range of brokerage and insurance products via its integrated platform.
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