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Randy H

Series 63, Series 65

Oshkosh, WI

LPL Enterprise

Randy Husman is a financial advisor at LPL Enterprise with 49 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Pruco Securities, LLC for 42 years. Outside of advising, he is involved in the sale of fixed annuities through the Husman 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 brokerage products through an integrated platform that combines adviser programs with insurance and lending solutions.

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

Series 63, Series 66, Series 65

Burlington, VT

LPL Enterprise

Christopher Wilson is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Life Insurance Company, NYLife Securities LLC, and Commodities Market. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and insurance products through its integrated platform.

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

Series 66

Omaha, NE

LPL Enterprise

Austin Kneifl is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Kneifl is based in Omaha, NE. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services through an integrated platform that combines investment advice with access to various financial products and insurance.

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

Series 63, Series 65

Shelton, CT

LPL Enterprise

Wayne Blanchette is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with Prudential/Crump in non-variable insurance products. 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, 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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Kellie C

Series 66

Troy, MI

LPL Enterprise

Kellie Champagne is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as a decade at Ken-Rich Concrete Lifting. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment 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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Sarah K

Series 66

Charlotte, NC

LPL Enterprise

Sarah Kemble is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Pruco Securities LLC and the McDowell Street Center for Family Law, Inc. She is also involved in a family business, Geoff Kemble, which she has been part of since 2021. 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, utilizing an integrated platform with multiple adviser programs and affiliated services.

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

Series 66

Downers Grove, IL

LPL Enterprise

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Soprano Accounting & Tax Services Inc, Architectural Fixtures, UPS, and Northern Illinois University. 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, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

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

Series 66

Arcadia, CA

LPL Enterprise

Yingli Lu is a financial advisor with LPL Enterprise and holds the Series 66 designation. Lu has no prior industry experience and has been with LPL Enterprise since 2026. Their background includes studies at Boston University and the University of Southern California. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

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

Series 63, Series 65

Columbus, OH

LPL Enterprise

Michael Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 to 2024. Outside of his advisory role, Lee serves as an agent selling and servicing health insurance and is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and potential clients. 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, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

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

Series 66

Troy, MI

LPL Enterprise

Yan Yang is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. Prior to joining LPL Enterprise, Yan worked at R2O Insights and has a background spanning reinsurance with Hannover Reinsurance and Munich Reinsurance, as well as a long tenure at Blue Cross Blue Shield of Michigan. Yan also serves as a paid instructor at Michigan State University. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management, integrating adviser programs with a broad selection of financial products such as insurance.

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

Series 63, Series 66

Bedminster, NJ

LPL Enterprise

Mohamed Kotb is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Kotb is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise, LLC 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 various investment and insurance products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

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

Series 66

San Jose, CA

LPL Enterprise

Arshia Zahabi is a financial advisor with LPL Enterprise in San Jose, CA, holding a Series 66 credential 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 advising, he owns and operates A Zahabi Management Inc., a tax preparation business, and is involved with A2Z Tax & Financials, Inc. as a real estate agent. 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 a range of advisory and brokerage services through an integrated platform that combines adviser programs with the sale of financial and insurance products.

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

Series 66

Syracuse, NY

LPL Enterprise

Daniel Werner is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and CareCentrix. Outside of financial advising, he owns a business called BACKHARO LLC. 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, leveraging model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending programs.

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

Series 66

New York, NY

LPL Enterprise

Christopher Gobles is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Keller Williams NYC. Outside of his advisory work, he serves as a cantor at Immaculate Conception and Our Lady of Assumption Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, 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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Robert M

Series 66

St Louis, MO

LPL Enterprise

Robert Mcnamee is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Prudential Insurance Company of America for over two decades and was affiliated with Pruco Securities, LLC during that time. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management arrangements through an integrated platform that combines advisory programs with brokerage and insurance product offerings.

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

Series 63, Series 65

Overland Park, KS

LPL Enterprise

Joshua West is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 designations and seven years of industry experience. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. West is also involved with a health insurance business through West Financial LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services leveraging LPL’s research, model portfolios, and third-party asset managers, with an integrated platform that includes insurance products and collateralized lending programs.

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

Series 63, Series 65

Omaha, NE

LPL Enterprise

Joseph Vampola is a financial advisor with LPL Enterprise in Omaha, NE, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has engaged in small business ventures such as window cleaning services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and a broad 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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Aaron T

CFP®, Series 63, Series 65

York, PA

LPL Enterprise

Aaron Trinh is a financial advisor with LPL Enterprise and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary work, he is involved with White Rose Wealth Management LLC, where he provides both insurance and investment services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of various financial products, including insurance.

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

Series 65, Series 63

The Woodlands, TX

LPL Enterprise

Jacob Bazzrea is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and NYLIFE Securities LLC. Outside of financial advisory work, he is employed as an AI tutor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

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

Series 63, Series 65

East Setauket, NY

LPL Enterprise

Matthew Niegocki is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Family Service League, a nonprofit organization in East Setauket, NY. 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 wealth portfolios, third-party asset management, and access to a broad 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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