John Joy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Valic Financial Advisors for 14 years and Agia for four years. Additionally, he serves as president of John Joy Insurance, a non-variable insurance 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 wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Bryan Weathersbee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Outside of his advisory role, he is involved as a financial advisor with May River Health & Benefits in Bluffton, SC. 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. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

James Conway Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on multiple nonprofit boards in Cincinnati, including the Cincinnati Playhouse in the Park and the NAIFA Cincinnati Chapter. 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, model portfolio management, third-party asset management arrangements, and insurance products, delivering investment advice primarily through its network of investment adviser representatives.

Joshua Vallejos is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and three years of industry experience. He has held roles at several firms including T.D. Bank N.A., Edward Jones, Bank of America, and Merrill. 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, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Javier Lugo is a CFP® professional with 17 years of experience in the financial services industry. He currently works at LPL Enterprise and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. Lugo also serves as a financial planner on a team at Pesce Financial, a DBA for his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and access to brokerage and insurance products through an integrated platform.

Jay Kimball is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Kimball manages an auto racing team, overseeing its administration and maintenance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

John Brandon is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in Raleigh, NC. He joined LPL Enterprise in 2026 and has experience working in various educational roles, including positions at Central Wake High School and the Art of Problem Solving Academy. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Frank Vella is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bay Crest Partners LLC and Chimera Securities. In addition to his advisory role, Frank is involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset managers, and insurance products through an integrated platform.

Diane Brennan is a Series 66 credentialed financial advisor with 25 years of industry experience. She is currently with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. In addition to her advisory work, she leads a team at Port City Financial Services and provides consulting on group health benefits. LPL Enterprise 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, consulting, and access to model portfolios and third-party asset management products via an integrated platform that combines adviser programs with insurance and lending solutions.

Philipp Ponomarev is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in a Prudential-sponsored non-variable insurance activity. 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 programs, and a range of brokerage and insurance products.

Paul Gill is a financial advisor with LPL Enterprise in St. Louis, MO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as a middle school baseball coach at John Burroughs School during the spring sports season. 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, with investment advice primarily delivered by its investment adviser representatives using LPL’s research and model portfolios.

John Davis is a financial professional at LPL Enterprise with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at State Farm, National Securities Corp, New York Life, and G4S. His other business activities include working as a non-variable insurance professional through an affiliated insurance agency. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Matthew Vitale is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 63 registrations and two years of industry experience. He has worked at several firms including CETERA Financial Specialists LLC and The Terzolo Financial Group, Inc. Outside of his advisory role, Vitale is involved in non-variable insurance agency activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Eric Baumert is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has 17 years of industry experience, including prior roles at Mutual of Omaha, Pruco Securities LLC, and The Prudential Insurance Company of America. Baumert also manages Baumert Financial, LLC, an entity established for tax purposes. LPL Enterprise serves a diverse range of clients, 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. The firm’s integrated platform combines advisory services with brokerage and insurance products, supported by a network of investment adviser representatives and third-party portfolio strategists.

Jeffrey Blancq is a financial advisor with LPL Enterprise in Irvine, CA, holding the Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, Axiom Financial & Insurance Solutions, and New York Life. His other business activities include insurance brokering and agency work related to non-variable insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, and institutional clients, offering financial planning, advisory, brokerage, and insurance products. The firm provides investment advice through adviser representatives using research, model portfolios, and third-party strategists, supported by an integrated platform that combines adviser programs with active sales of financial products.

Cynthia Michel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, spanning from 2016 to 2024, as well as experience with Allstate Insurance Co. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with product sales.

Brian Weepie is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Southbank Research, Banyan Hill Publishing, and Stansberry Research. Outside of advisory work, he assists with seating and ticket-related support for the Jacksonville Jaguars. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products and includes involvement in collateralized lending arrangements.

Michael Battaglia is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Edward Jones. Outside of his advisory role, he is involved in providing Medicare supplement services. 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 and third-party asset management, along with brokerage and insurance products via an integrated platform.

Kateryna Puchowicz is a financial advisor at LPL Enterprise with 12 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and METLIFE. Outside of her advisory role, she is employed as a sales associate at Home Depot. LPL Enterprise 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, and a range of brokerage and insurance products via an integrated platform.

Thomas Topper is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years and has been associated with Prudential Insurance Company of America since 1986. Outside of his advising role, he volunteers with the Williamsville Preservation Foundation, a nonprofit focused on community improvements. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, and third-party asset management services supported by an integrated platform combining advisory programs with other financial product sales.