Matthew Dolan is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other roles. In addition to his advisory work, he is involved with Prudential-sponsored non-variable insurance activities. 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 various asset management programs, combining adviser services with brokerage and insurance product offerings.

Renee Kremm is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 65 and Series 63 licenses. She has 25 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, Windward Financial, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to a range of brokerage and insurance products through its integrated platform.

Arthur Feather is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors and The Prudential Insurance Company of America. Outside of his advisory work, he serves as Livestream Director for events at St. Luke's Episcopal Church in Los Gatos, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory and insurance services.

Joseph Fano is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Aflac and Cornerstone Financial Associates. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various investment programs, combining adviser-led portfolios with sales of financial and insurance products.

Sean Stine is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AT&T. Outside of his advisory work, he operates a sole proprietorship managing rental properties with his wife. 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.

Mark Lyons is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was previously with Pruco Securities, LLC for 20 years. 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, and a range of brokerage and insurance products via its integrated platform.

Brett Banks is a financial advisor with LPL Enterprise holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Wells Fargo Advisors, and Cetera Advisor Networks. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jaden Bauch is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and no prior industry experience. Before joining LPL Enterprise, Bauch held positions in various sectors including financial aid at Maine College of Art & Design and roles at TruChoice Federal Credit Union and several retail and service businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with a range of financial products.

Alec Aronstam is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments, MML Investors Services, MassMutual Life Insurance, and MetLife. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, 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.

Celeste Lay is a financial advisor with LPL Enterprise, holding a Series 66 credential and based in Austin, TX. She joined LPL Enterprise in 2025 and has prior work experience spanning roles at Leadsimple, Mindbody, Udacity, Civitas Learning, and Xerox Corporation. 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 portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Keith Boudreau is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010. LPL Enterprise serves a diverse clientele 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 and third-party asset management programs, utilizing an integrated platform that combines adviser programs with insurance and lending services.

Corey Derry is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked in various roles across multiple companies, including Kleenrr and Gotion Illinois. Outside of his advisory role, he is involved in employment with Kleenrr and Green Releaf and also works within the non-variable insurance sector. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides financial planning, access to model portfolios, third-party asset management programs, and brokerage and insurance products through its integrated platform.

Lisa Cusano is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, she was a business owner at The Relief Room LLC, an entertainment and recreational business she co-managed with her husband for seven years. LPL Enterprise serves a diverse clientele 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 and brokerage capabilities.

Wendy Jacobson Rosen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Marc Jacobson & Associates. 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 arrangements, and a wide range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Trevor Czerniejewski is a financial advisor with LPL Enterprise in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Brookstone Capital Management, Cadaret Grant & Co., Inc., Stifel, Nicolaus & Company, and Edward Jones, among others. LPL Enterprise serves a broad range of clients, 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 combines advisory services with brokerage and insurance product sales through an integrated platform.

Michelle Wilson is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Avantax Investment Services, Johnson, Glaze & Co. PC, and JGC Wealth Management. Outside of advisory work, she is involved with Balanced Accounting & Wealth Management, LLC, where she provides tax preparation, accounting, and notary services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, 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.

Thomas Mc Elwee is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha. 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, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with financial product sales.

Gary Guell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Pruco Securities, LLC for 23 years and has maintained a long-term association with Prudential Insurance Company of America since 1991. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Lisa Capriotti Angileri is a financial advisor with LPL Enterprise in Rockford, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She previously worked for Rockford Preferred Insurance Services LLC and Pruco Securities, LLC for 20 years. In addition to her advisory role, she is involved in insurance sales through Rockford Preferred Insurance Services. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, supported by an integrated platform that includes insurance products and a collateralized lending program.

Michael Anthony is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 38 years of industry experience, including a lengthy tenure at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he has maintained roles as an agent for property and casualty insurance with firms such as Plymouth Rock and Liberty Mutual. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional investors, offering financial planning, advisory, and brokerage services. The firm integrates adviser programs with the sale of various financial products and utilizes a platform that includes model portfolios, third-party asset management, and insurance offerings through affiliated entities.