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Remington C

Series 66

Jacksonville, FL

LPL Enterprise

Remington Chenore is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at TruNorth Innovation and Quaestor Advisors and has educational experience at the University of South Carolina and various schools. He serves as a director on the board of Friends of the Library Ponte Vedra Beach. LPL Enterprise provides financial planning, advisory, and brokerage services to a diverse client base, including individuals, retirement plans, nonprofits, and institutional clients. The firm offers access to model portfolios, third-party asset management programs, and 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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Amna A

Series 66

Camarillo, CA

LPL Enterprise

Amna Altaf is a financial advisor with LPL Enterprise based in Camarillo, CA, holding the Series 66 designation and six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

CFP®, Series 66

Wichita, KS

LPL Enterprise

Jordan Bowersox is a CFP® professional with eight years of industry experience, currently with LPL Enterprise since 2024. He previously worked at Pruco Securities, LLC from 2018 to 2024 and attended the University of Texas at Austin from 2014 to 2018. Bowersox serves on the boards of the YMCA of Wichita and Central Christian Academy, where he contributes to fundraising, awareness efforts, and financial oversight. 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 portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory programs with sales of other financial products.

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

Series 66

Port Orchard, WA

LPL Enterprise

Rogelio Gonzalez is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, The Prudential Insurance Company of America, and various First Command entities. He served in the U.S. Navy for ten years before transitioning into the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform that combines advisory programs with the sale of financial products, supported by LPL’s research, model portfolios, and third-party strategists.

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

Series 63, Series 65

Ephrata, PA

LPL Enterprise

Gary Snavely is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Pruco Securities, LLC for 38 years before joining LPL Enterprise in 2024. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and 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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Robert B

ChFC®, Series 63

Cockeysville, MD

LPL Enterprise

Robert Bobango is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with LPL Enterprise and has also held long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. His professional activities include involvement in non-variable insurance through Prudential’s affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services. The firm provides integrated financial planning, access to model portfolios, third-party asset management, and insurance products through a combined platform.

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

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Dipak Shah is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with 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. The firm offers financial planning, advisory services, and access to various investment programs through a platform that integrates advisory and brokerage channels.

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

Series 66

Ann Arbor, MI

LPL Enterprise

Joseph Biscaro is a financial advisor at LPL Enterprise with a Series 66 designation. He has been with LPL Enterprise since 2025 and has prior experience at C&U Americas and Robert Bosch. Outside of his advisory role, he is involved in non-variable insurance activities in Hillsdale, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

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

Series 66

Plano, TX

LPL Enterprise

Marcella Shaikh is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked for seven years with the Garland Independent School District and spent seven years in homemaking. 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, third-party asset management, and 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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Nathan O

Series 66, Series 63

Quincy, IL

LPL Enterprise

Nathan Orr is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and 11 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been employed at Jimmy Johns since 2014. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing an integrated platform that includes financial planning, model portfolio management, third-party asset management, and access to insurance products through affiliated entities.

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

CFP®, Series 63, Series 65

Austin, TX

LPL Enterprise

Timothy Bosworth is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Bankers Life Securities, and ProEquities. He is based in Austin, TX. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, model portfolio 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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Jimmy A

Series 66

Irvine, CA

LPL Enterprise

Jimmy Azling is a Series 66 credentialed financial advisor with five years of industry experience, currently affiliated with LPL Enterprise since 2024. He has prior experience with Pruco Securities, LLC, and also serves as president and sole owner of Azling & Associates, Inc., a CPA firm providing tax and accounting services. Additionally, he leads Azling Properties, Inc., a real estate brokerage and mortgage loan origination 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 portfolios, third-party asset management, and 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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Ezekiel Z

Series 63, Series 65

New York, NY

LPL Enterprise

Ezekiel Zimmerman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include several years at Park Avenue Securities and earlier experience at MassMutual. He also engages in the sale of insurance products, including life, disability, long-term care, and annuities, outside of his primary firm affiliations. LPL Enterprise, LLC 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 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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Owen S

Series 66

Holmdel, NJ

LPL Enterprise

Owen Stauffer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various roles including at Kay Jewelers and Provident Bank. 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 range of brokerage and insurance products.

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

Series 66

Shelton, CT

LPL Enterprise

Mike Card is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he worked briefly in the hospitality sector at Dive Bar & Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

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

Series 63, Series 65

Forest Hill, MD

LPL Enterprise

William Watson is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. Watson also markets his financial planning and advisory services under the name Frame Wealth Partners. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a variety of brokerage and insurance products through its integrated platform.

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

Series 66

Frederick, MD

LPL Enterprise

Nicholas Over III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Over is a certified soccer referee with the United States Soccer Federation and coaches semi-professional indoor soccer. 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 a variety of brokerage and insurance products via an integrated platform.

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

Series 66

Holmdel, NJ

LPL Enterprise

Yahui Lu is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, Merrill Lynch, and Morgan Stanley. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of 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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William Y

Series 63, Series 65

Syracuse, NY

LPL Enterprise

William Yard is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Since 2024, he has been with LPL Enterprise in Syracuse, NY. 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 and third-party asset management programs, combining advisory services with brokerage and insurance products on an integrated platform.

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

Series 63, Series 65

Houston, TX

LPL Enterprise

Marcus Ma is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, where he worked for over a decade. He also provides advisory services related to group medical insurance and health insurance plans. 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 portfolio management, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

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