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Michael G

Series 63, Series 65

Livingston, NJ

LPL Enterprise

Michael Goldstein is a financial advisor at LPL Enterprise with over 42 years of industry experience. He previously worked for Pruco Securities, LLC for 30 years and has been associated with Prudential Insurance Company of America since 1982. Outside of his advisory work, he is a pickleball instructor and coach in Livingston, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products.

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

Series 63, Series 65

Melville, NY

LPL Enterprise

Frank Codispoti is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience 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 and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

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

Series 63, Series 65

Crystal Lake, IL

LPL Enterprise

Christopher Maxwell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a trustee of a family trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and access to insurance products through its affiliated entities.

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

Series 66

Holmdel, NJ

LPL Enterprise

Steven Reina is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 20 years of industry experience, including roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Lincoln Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth 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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Stephen C

Series 66, Series 63

Rochester, NY

LPL Enterprise

Stephen Cymbal is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Brighton Securities, and Equitable Advisors. 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 programs. The firm’s integrated platform combines advisory programs with brokerage and insurance products and features a collateralized lending program.

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

Series 63, Series 65

Roseville, CA

LPL Enterprise

Elizabeth Keyser is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations, and has 10 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Securities Corporation. 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, and access to model portfolios, with investment advice primarily delivered by investment adviser representatives using LPL’s research and third-party strategists.

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

Series 63, Series 65

Wantagh, NY

LPL Enterprise

Diego Furnari is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He worked for Pruco Securities, LLC from 1961 until 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Gurnee, IL

LPL Enterprise

Scott Davis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over a decade with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. He is involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance as well as proprietary and non-proprietary life insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs using model portfolios and third-party asset managers, and access to brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

Troy, MI

LPL Enterprise

Michelle Harm is a financial advisor with LPL Enterprise, based in Troy, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. She serves as Vice President on the board of the Suburban Connection Charter Chapter, a nonprofit organization. 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 programs. The firm integrates advisory services with brokerage and insurance products through its platform and supports lending programs such as LPL’s collateralized lending initiative.

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

Series 66

Rapid City, SD

LPL Enterprise

Charles Voorhees is a Series 66 registered advisor with LPL Enterprise in Rapid City, SD, with eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, First Interstate Bank, and Bank West. He serves as a board member of the Hill City Chamber and owns a small seasonal restaurant in Rapid City. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm provides financial planning, model portfolio management, and access to a 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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Kurt N

Series 66

Fergus Falls, MN

LPL Enterprise

Kurt Nygaard is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. Outside of advising, he acts as a fiduciary for his immediate family. 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 an integrated platform.

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

ChFC®, Series 63, Series 66

Albuquerque, NM

LPL Enterprise

Cheryl Knight is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Enterprise, she worked at Tiaa for three years and spent seven years at the University of New Mexico. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of investment and insurance products through both advisory and brokerage channels.

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

Series 66

Cockeysville, MD

LPL Enterprise

Jason D Addario is a financial advisor with LPL Enterprise holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Flora Food Group and Sherwin-Williams and has been involved with USSF as a coach in sports and fitness since 2013. Outside of his advisory role, he remains active in coaching sports and fitness activities. 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, leveraging a combination of proprietary research, model portfolios, and third-party management options.

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

Series 63, Series 65

Oklahoma City, OK

LPL Enterprise

Robert Garcia is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 2012. His background includes 12 years at Pruco Securities, LLC. 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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Richard B

Series 63, Series 65

New Hartford, NY

LPL Enterprise

Richard Bramley is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with financial product sales and lending solutions.

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

Series 66

Warrington, PA

LPL Enterprise

Evan Levitsky is a financial advisor with LPL Enterprise in Warrington, PA, holding a Series 66 credential and three years of industry experience. He previously worked with The Prudential Insurance Company of America and Pruco Securities LLC, and he has held roles outside finance, including employment at Boscov’s involving video surveillance and loss prevention. Outside of his advisory role, he is involved as a referee and coach in sports and fitness. 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 portfolios and third-party asset management programs, and a range of brokerage and insurance products.

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

Series 66, Series 63

San Diego, CA

LPL Enterprise

Arun Rajaram is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Merrill Lynch, and several other financial services firms. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of financial planning, consulting, and asset management services through 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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Ivan M

Series 66

Mercer Island, WA

LPL Enterprise

Ivan Murphy Dlouhy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, his background includes roles in education at various schools and employment at Trader Joe's and Western Budding. 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 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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Brian Z

Series 63, Series 65

S Salem, NY

LPL Enterprise

Brian Zusi is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory work, he consults for GLG Research on topics related to sports coaching, organizational leadership, and management structure. 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 portfolios, third-party asset management programs, and 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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Preston R

Series 66

Columbus, OH

LPL Enterprise

Preston Rowe is a Series 66-licensed financial advisor with LPL Enterprise, bringing four years of industry experience. Prior to joining LPL Enterprise, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding role at The Cheesecake Factory. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios through an integrated platform combining advisory services with brokerage and insurance products.

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