Jae Oh is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for over 20 years. Outside of his advisory role, he is involved in the sale of property and casualty insurance. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Taylan Tantoglu is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, and New York Life Insurance Company. He has also been involved in entrepreneurial ventures through Tantoglu LLC and Tantoglu Consulting Inc. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients, combining advisory and brokerage services with affiliated insurance offerings.

Joseph Guarino is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 37 years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, LLC. Outside of financial advising, he serves as Chief Operating Officer of AIMS, a medical technology information company. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Rosally Daniel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. Her work background includes roles at Bank of America, New York Life Insurance, and Lenscrafters. Outside of financial advising, she assists clients at Lenscrafters by helping with prescription eyewear and lens recommendations. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with an affiliated insurance agency.

Martha Ramos Jimenez is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at CitiGroup and Santander International Private Banking. She is also engaged as a personal caregiver in New York. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients.

Tania Tavira is a financial advisor at LPL Enterprise with one year of industry experience. She holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. Prior to her career in finance, she spent 13 years at Starbucks Coffee. LPL Enterprise provides advisory services through a large network of representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with investment advice typically centered on model portfolios and discretionary implementation.

Caroline Leventhal is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at PriceWaterhouseCoopers, Allianz Global Investors U.S. LLC, and Allianz Global Investors Distributors LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Ilya Khait is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Pruco Securities, LLC for 22 years and has been affiliated with Prudential Insurance Company of America for 25 years. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Calvin Silva is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services, MassMutual Life Insurance, Equity Services, TrueNorth Financial Solutions, and AXA Advisors. His background also includes roles outside of finance, such as working at Task Rabbit. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services to deliver a broad range of investment and insurance products.

Rashad Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and four years of industry experience. He has worked at several firms, including Pruco Securities and Douglas Elliman, and is also involved with Stonehenge Management, where he interacts with residents and vendors in a non-investment role. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients.

Michael Shpektorov is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of experience at his current firm. His prior roles include positions at A Friendly Face, Pro Air City, Canco ClimateCare, The Manor, No Frills, and Dr G. W. Williams Secondary School. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a broad range of investment and insurance products.

Jonathan Ferrufino is a financial advisor at Citizens Securities, Inc. in Brooklyn, NY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Citizens Bank and Wilson-Bennett Technologies, as well as academic experience at Stony Brook University and Sewanhaka High School. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Felipe Bascur is a financial advisor with LPL Enterprise, holding a Series 66 credential and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is associated with Grey Wolf Investments SpA, a Chilean holding company used for investment and tax purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs, with advisory services delivered through a large network of investment adviser representatives.

Jeffrey Jacobs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in property and casualty insurance activities with Plymouth Rock. LPL Enterprise provides advisory services to a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services through an extensive network of investment adviser representatives.

Jeffrey Goddard is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Capital One Securities, Inc. and The Prudential Insurance Company of America. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a broad range of securities and insurance products.

Jeremy Ruka is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at PRUCO Securities, Ameriprise Financial, and multiple non-financial businesses such as Big Apple Pizza and Jose Tejas. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolio management, and access to third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with a variety of securities and insurance products.

Noorveer Sawhney is a financial professional with LPL Enterprise in New York, NY. He holds the Series 63 and Series 65 licenses and has been with LPL Enterprise since 2025. Prior to joining LPL, his background includes academic roles at The Pennsylvania State University and experience at W.T. Clarke High School. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with a range of securities and insurance products.

Alfred Tolli is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise offers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

Jonathan Sanders is a financial advisor with LPL Enterprise in New York, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Co., Park Avenue Securities, and Guardian Life Insurance. Sanders also maintains investment-related involvement with several non-variable insurance firms. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, model portfolio-based investment management, and access to third-party asset management programs, alongside brokerage and insurance products.

Rafael Avramov is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Northwestern Mutual, Eagle Strategies LLC, and New York Life. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a broad range of securities and insurance products.