Tyler Barry 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 Performance Windows, ATP Flight School, and Boomtown Casino Hotel, among others. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, T3 Trading Group, LLC, New Asset, and Protrader Brazil. He also engages in sales of loan products and home security referrals through affiliates of PFS Investments Inc. and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a variety of brokerage and insurance products via an integrated platform combining adviser programs with active product sales.

Jack Evans is a financial advisor at LPL Enterprise with a Series 66 credential. He has one year of industry experience and joined LPL Enterprise in 2026. Prior to his advisory role, he worked at North Italia and has experience in education at the University of Miami, George C. Marshall High School, and DSB International School. 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 management, third-party asset management arrangements, and access to a broad range of brokerage and insurance products via an integrated platform.

Vytalyy Derkach is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials. He has been in the industry since 2024 and previously operated his own business, Vytalyy Derkach Inc., for ten years. Prior to joining LPL Enterprise, he worked briefly at PRUCO Securities, LLC. LPL Enterprise serves a wide 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, and brokerage and insurance products via an integrated platform.

Martin Sheetz is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, State Farm, and Ludwig and Company. Outside of finance, he owns a small business called Skols And Bones, where he creates and sells Norse-themed handcrafted products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Joseph Falzone is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, and SunTrust. Outside of his advisory role, he volunteers as a baseball coach for a nonprofit organization in Johns Creek, Georgia. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

William Bertscha is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at LSEG, ICE, Oppenheimer & Co, Northwestern Mutual, Tullett Prebon Financial Services, and Tradition Securities and Derivatives. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products on an integrated platform.

Brett Holberg is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including Equitable Advisors, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory role, he serves as treasurer for the Tree of Hope Foundation and is a member of the Rochester Street Historic District Advisory Board. 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 supported by an integrated platform that combines advisory programs with other financial services.

Marc Roth is affiliated with LPL Enterprise and holds a Series 66 credential. He has experience across various roles including positions at Hertz Mobility Fleet Solutions, MassMutual, New York Life Insurance Company, and entrepreneurial work such as at So Far Ocean Technologies and Imperfect Foods. Roth’s background also includes long-term gig and app-based work as well as ongoing involvement with SF Laser/Abricate. 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, model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Wade White II is an advisor at LPL Enterprise with a Series 66 designation and recent industry experience. He has held roles at Morehead State University and operates a window cleaning business, D&W Window Cleaning LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing an integrated platform that combines advisory services with a range of financial products.

Fredrick Nadeau is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Nadeau also serves as an agent for a fixed annuity insurance carrier. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Kirill Volokhov is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation 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. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial products through its affiliated broker-dealer and insurance entities.

Mark Wilson is a Series 66-credentialed financial advisor with LPL Enterprise in Independence, OH. He has been with LPL Enterprise since 2025. Outside of his advisory role, he is involved with Brick House Realty and Baldwin Wallace University. 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 a comprehensive platform that integrates investment advice with insurance and lending products.

Joy Simar is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior experience includes roles with Prudential Insurance Company of America, Pruco Securities, Massachusetts Mutual Life Insurance Company, and New York Life. She is also involved in several non-variable insurance activities across multiple firms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and insurance services.

Anthony Coulianidis is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he is involved in providing private yacht charters and boating safety education through his business, Cool Breeze Charters LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services, utilizing model portfolios, third-party asset management, and a range of financial products through an integrated platform.

Justin Hessler is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for three years. Outside of his advisory career, he is involved with Papa Bee Farms, a venture he has operated since 2018. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial product sales through its broker-dealer and affiliated insurance entities.

Timothy Stephan is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked since 2005 at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. In addition to his advisory role, he is involved in real estate through a co-owned office property. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, brokerage products, and access to model portfolios and third-party asset management services. The firm’s integrated platform combines advisory programs with insurance and lending products through affiliated entities.

Linjing Yang is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, she is involved in selling Medicare Supplement insurance through Applied General Agency. 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 management through an integrated platform that combines advisory and brokerage capabilities.

Sarah Campbell Besso is a CFA® charterholder and Series 66 licensed financial advisor with 10 years of industry experience. She has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, and Merrill. Since 2024, she has been with LPL Enterprise in Irvine, CA. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through advisory and brokerage channels.

Jo Laurie Schmeltzer is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including The Prudential Insurance Company of America and Cetera. Outside of her advisory role, she is involved in real estate services as a licensed realtor with BRG Realty. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs and products. The firm provides advice primarily through investment adviser representatives using model portfolios and third-party strategists, supported by an integrated platform that combines advisory programs with the sale of financial products.