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Benjamin F

Series 66

St Louis, MO

LPL Enterprise

Benjamin Fox is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in property and casualty insurance through Focus Insurance in Eureka, MO. 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 programs. The firm integrates advisory services with brokerage and insurance products across its platform.

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

Series 66

Greensburg, PA

LPL Enterprise

Staci Vitali is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to her financial career, Vitali has operated Vitali's Greenhouses since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering 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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Hussein S

Series 66

Troy, MI

LPL Enterprise

Hussein Sobh is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at Louis Vuitton and Lululemon, among other positions in various industries. Outside of his advisory role, he maintained employment with Louis Vuitton. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory services, and access to model portfolios through an integrated platform combining advisory and brokerage functions.

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

Series 63

Westbury, NY

LPL Enterprise

Dwayne Johnson Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was associated with Pruco Securities, LLC. from 2010 to 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a comprehensive platform that integrates various financial products and portfolio management options.

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

Series 63, Series 65

Port Matilda, PA

LPL Enterprise

Robert Lieb is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Pruco Securities, LLC since 1996 and joined LPL Enterprise in 2024. Lieb also operates as a sole proprietor financial planner in Port Matilda, PA. 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, consulting, access to model wealth portfolio programs, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 66

San Diego, CA

LPL Enterprise

Angelina Blackwell is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. She previously worked at Rocket Mortgage and The Prudential Insurance Company of America. Outside of her advisory role, she manages a mortgage and real estate services business, Avenue3 Realty, serving mainly family and friends. 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, and third-party asset management with an integrated platform combining adviser programs and financial product sales.

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

Series 66

Uniontown, OH

LPL Enterprise

Andrew Shrock is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at The 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 provides financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

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

Series 63, Series 65

Branchburg, NJ

LPL Enterprise

Vincent Miseo is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities LLC, and Allstate Financial Services. His outside business activities include receiving non-variable health insurance commission trails on policies written before 2022. 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 model portfolios and third-party asset managers 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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Jeremy S

Series 63, Series 65

Indianapolis, IN

LPL Enterprise

Jeremy Sassanella is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. 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, consulting, and access to model portfolios and third-party asset management, combining adviser programs with sales of various financial products including insurance.

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

Series 63, Series 65

Souderton, PA

LPL Enterprise

Brent Bernd is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he coaches the cross-country team at Dock Mennonite Academy and serves on the Souderton-Telford Historical Society board. 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 wealth portfolios, third-party asset management programs, and access to various brokerage and insurance products via an integrated platform.

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

Series 66

Charlotte, NC

LPL Enterprise

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cola Wealth Advisors. Outside of advising, he is also involved with a non-variable insurance agency related to his financial professional activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering a combination of advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates adviser programs with financial product sales, including insurance, and participates in collateralized lending programs.

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

CFP®, Series 63, Series 66

New York, NY

LPL Enterprise

Na Li is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with LPL Enterprise in New York, NY. Her prior work includes roles at JP Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, she has been involved with Yoga Journey for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering 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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Francisco V

Series 66

Vienna, VA

LPL Enterprise

Francisco Valeriano is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual, and HSBC. LPL Enterprise serves a diverse client base across advisory and brokerage channels, offering financial planning, model portfolio management, and access to third-party asset managers. The firm combines adviser programs with the distribution of financial products, including insurance, and participates in collateralized lending programs.

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

Series 63, Series 65

Brooklyn, NY

LPL Enterprise

Frank Wu is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, PRUCO Securities, LLC, and Mass Mutual Investors Services. Outside of his advisory work, Wu is involved with a nonprofit focused on the empowerment of Asian Americans and provides Medicare health consulting. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory and brokerage capabilities.

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

Series 65, Series 63

Sherman Oaks, CA

LPL Enterprise

Michael Kim is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was involved with Semo Sushi, Inc. for 13 years. 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 through both advisory and brokerage channels.

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

CFP®, Series 66

Charlotte Hall, MD

LPL Enterprise

Jessica Light is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her background includes roles at Prudential Insurance Company of America and Community Bank of the Chesapeake. In addition to her advisory work, she is an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through Retirement Light, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth 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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Damon D

Series 63, Series 66

Troy, MI

LPL Enterprise

Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes prior roles at Prudential Insurance Company of America, Pruco Securities, and Massachusetts Mutual Life Insurance Company. 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 programs, 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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Michael B

Series 63, Series 65

Holmdel, NJ

LPL Enterprise

Michael Blutstein is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including nearly three decades at Pruco Securities, LLC prior to joining LPL Enterprise. He is also involved in Medicare Supplement Insurance as a non-variable insurance commission agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with sales of financial products and partnerships with third-party asset managers.

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

Series 66

Bedminster, NJ

LPL Enterprise

Iwona Grabowski is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and previously worked at Pruco Securities LLC and as a business owner. Outside of her advisory role, she is a life coach and personal trainer. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, model portfolio programs, and access to third-party asset managers.

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

Series 66

Vienna, VA

LPL Enterprise

Alexandra Simons is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. She previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she has experience running a food service business, Ricciardi's Italian Ice. 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 a variety of investment programs through an integrated platform combining advisory and brokerage capabilities.

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