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Vincent H

Series 63, Series 65

Cranford, NJ

LPL Enterprise

Vincent Hylka is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2007. Hylka also sells Medicare Supplement Insurance to clients upon request. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Lukasz P

Series 66

Syracuse, NY

LPL Enterprise

Lukasz Pogon is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions with The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors. Outside of his advisory work, he has experience running a small business entity related to administrative support functions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a mix of advisory and brokerage services, leveraging model portfolios, third-party management, and an integrated platform combining advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew B

Series 63, Series 65

Glen Allen, VA

LPL Enterprise

Andrew Brancaccio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He 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, model wealth portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

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

Series 65, Series 63

New Port Richey, FL

LPL Enterprise

Anthony Daugherty is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2013. Outside of advising, he owns a hair salon where he contributes to marketing planning and business development, and he has worked as a sound engineer for broadcast sports events. 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 services such as financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products within an integrated platform.

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

Series 63, Series 66

Garden Grove, CA

LPL Enterprise

William Shin is a financial advisor with LPL Enterprise in Garden Grove, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at JP Morgan Securities LLC, The Prudential Insurance Company of America, and Pruco Securities. He is also a licensed agent for non-variable insurance through Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Anthony K

Series 63, Series 65

Middletown, RI

LPL Enterprise

Anthony Kutsaftis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also an agent for Aquidneck Island Insurance, a property and casualty business operated by his family. 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 brokerage products through an integrated platform that combines its own resources with third-party portfolio management and affiliated insurance offerings.

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

Series 66

New York, NY

LPL Enterprise

Drew Hemenger is affiliated with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Schmidt Artists International, LLC, a business he has been involved with since 2024. Additionally, Hemenger has roles in non-variable insurance through Westpac Wealth Partners and his own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients. The firm offers advisory and brokerage services supported by model portfolios, third-party management, and an integrated platform that includes insurance products and collateralized lending programs.

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

Series 63, Series 65

Santa Barbara, CA

LPL Enterprise

Sean Carroll is a financial advisor with LPL Enterprise in Santa Barbara, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Fidelity Investments, Valic Financial Advisors, and PlanMember Securities Corporation. Carroll serves on the board of the Santa Barbara Premier Water Polo Club, a local nonprofit organization. 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, utilizing 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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Martin B

Series 66

Englewood, CO

LPL Enterprise

Martin Benz is a financial professional with LPL Enterprise and holds a Series 66 designation. He has recently joined the firm and has prior experience in various roles including positions at Compsych and Gibbons-White LLC. Outside of his advisory work, Benz has involvement with a 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, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Valetta B

Series 65, Series 63

Mt. Pleasant, SC

LPL Enterprise

Valetta Burgess is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise, she held positions with First Command Advisory Services, Cornerstone Insurance Company, and served in the South Carolina Army National Guard. Burgess remains involved with the SC Army National Guard in a political/government capacity. LPL Enterprise serves a diverse client base that includes 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 the ability to purchase various brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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George A

Series 66

Troy, MI

LPL Enterprise

George Alami is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Wipfli LLP and Verbio North America. Outside of finance, he is involved with Noho Hospitality, a hospitality business. 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 portfolio programs, third-party asset management, and a range of brokerage and insurance products.

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

Series 63, Series 65

St Louis, MO

LPL Enterprise

John Jensen is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1998 until 2024. 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 portfolio programs, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Abraham Z

Series 66

Brooklyn, NY

LPL Enterprise

Abraham Zellman is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial sector, he has experience as a private tutor and a full-time caregiver. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers advisory and brokerage services supported by research, model portfolios, and third-party management, with an integrated platform that combines adviser programs and the sale of various financial products.

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

Series 63, Series 65

Hendersonville, TN

LPL Enterprise

Timothy Hutchinson Sr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations 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. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nathan O

CFP®, Series 63, Series 65

Wexford, PA

LPL Enterprise

Nathan Obringer is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Nathan is involved in non-variable insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm combines advisory and brokerage services through an integrated platform offering financial planning, model wealth portfolios, and access to third-party asset management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dagmar A

Series 63, Series 66

Fort Mill, SC

LPL Enterprise

Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 to 2024 before joining LPL Enterprise in 2024. Outside of her advisory work, she is the owner of Gem Jewel MFG, LLC, a non-investment-related business. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James T

Series 63, Series 66

Attleboro, MA

LPL Enterprise

James Tetreault is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following a three-year tenure at Signature Investors, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

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

ChFC®, Series 66

Littleton, CO

LPL Enterprise

Kevin McGraw is a ChFC®-designated financial advisor at LPL Enterprise with four years of industry experience. Prior to his current role, he held positions at Charles Schwab and Optimal Home Care. Outside of finance, he is involved in artistic and musical endeavors through his business, Photos by McGraw. 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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Benjamin L

Series 63, Series 65

Bartonville, IL

LPL Enterprise

Benjamin Lawson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes a long tenure at Prudential Financial and roles at COUNTRY Capital Management Company and Legacy Retirement Strategies. He is also affiliated with the National Association of Registered Social Security Analysts. 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. The firm’s integrated platform combines advisory programs with brokerage and insurance products, supporting clients through a variety of managed and non-discretionary financial planning engagements.

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

Series 66

Downers Grove, IL

LPL Enterprise

Daniel Restrepo is a Series 66 registered advisor with 11 years of experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and CTC Trading Group, L.L.C. He is also involved in proprietary fixed life insurance sales. 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 brokerage and insurance products through an integrated advisory and brokerage platform.

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