Jesse Rivas is a financial advisor at LPL Enterprise with a Series 66 designation and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. 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 portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with active product sales.

Yoshikazu Yasuoka is a financial advisor at LPL Enterprise with 34 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 both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Joshua Schultheis is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including UBS Financial Services and Piper Jaffray Investment Management. LPL Enterprise serves a broad 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, and brokerage and insurance products through an integrated platform.

Daniel Cassiere is a Series 66-licensed financial professional with experience at Republic National Distributing Company and American Honda Motor Company prior to joining LPL Enterprise in 2025. He is based in Irvine, CA. Cassiere is also engaged as a financial professional through a non-variable insurance agency. 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 offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Kenneth Alutin is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Bankers Life Securities, and TD Securities (USA) LLC. Outside of finance, he has worked as a freelance actor, appearing as a mounted officer in a documentary film about the American Revolution. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, brokerage products, and insurance through an integrated platform. The firm utilizes model portfolios, third-party asset managers, and LPL’s discretionary programs to deliver investment advice.

Timothy Daly is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his financial career, he has been involved with Saginaw Valley Sports Performance, LLC for over 20 years. 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 range of brokerage and insurance products via its integrated platform.

Gary Ludtke is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, he worked for over five decades at The Prudential Insurance Company of America and its affiliated entities. 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 portfolios and third-party asset management, delivering investment advice primarily through its network of investment adviser representatives using a combination of proprietary and third-party strategies.

Jonathan Butcher is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working with several firms since 2016, including Re-Find Estate and Axis Inc. Outside of his advisory roles, he has been involved with The Goose Chase and has experience in homeschooling. 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 offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Bon Koo is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Equitable Advisors, H&R Block, Front Range Financial, and Syncis. Outside of his advisory work, he is involved with Sogum LLC, a tax preparation and accounting business. 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 wealth portfolios and third-party asset management programs through both advisory and brokerage channels.

John Rahill is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and Prudential Insurance. Before entering financial services, he worked in various roles including at Chick-fil-A. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with sales of financial and insurance products.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. In addition to his advisory role, he owns and operates structured wealth and financial planning businesses affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Kenneth Wohlberg is a financial advisor at LPL Enterprise with 45 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Principal Securities Inc. and Principal Life Insurance Company for over four decades before joining LPL. LPL Enterprise serves a diverse range of clients 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 variety of brokerage and insurance products via its integrated platform.

Walter Kwan is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1991 until joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with the Walter Kwan Insurance Agency Inc., focusing on property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform, combining in-house investment programs with third-party asset management solutions.

Eric Henry is a financial advisor with LPL Enterprise in Mobile, Alabama, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior positions include roles at First Command Advisory Services and Cadence Bank. Outside of his advisory work, he sells shoes and occasionally clothing on eBay. 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 various advisory programs, combining adviser services with brokerage and insurance products through an integrated platform.

Rony Nehme is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Matthew Walla is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience in the food and beverage distribution industry, including roles at Alliance Beverage Distribution, Jet's Pizza, Little Caesars, and Buddys Pizza. 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, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Joseph Perna is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His career includes positions at Prudential Insurance Company of America, Wells Fargo & Co., and several advisory firms. 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 via an integrated platform.

Roberto Torok is a financial advisor with LPL Enterprise, holding a Series 66 designation and 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and began his current role at LPL Enterprise in 2024. In addition to his advisory work, Torok has been affiliated with Miami Dade College since 2009. 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 through both advisory and brokerage channels.

Audra Lisoski is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America for a decade. Lisoski is also a New Jersey Notary Public. 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.

Brian Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. In addition to his advisory role, Lee is an agent for Emerson Reid, selling health insurance commissions. 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 via an integrated platform.