William Neef is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously worked at Berline from 2016 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Lisa Stanton is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her background includes 32 years at Ford Motor Company and roles at Intuit Turbo Tax, Magna Lighting, and Washtenaw Intermediate School District. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Joseph Formicola is a Series 66-licensed advisor at LPL Enterprise with less than one year of industry experience. His prior work includes roles at Uber Eats, McKinley, and DoorDash, among others. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, access to third-party asset managers, and affiliated trust and insurance services.

Joseph Biscaro is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at C&U Americas and Robert Bosch. Biscaro is also involved in a non-variable insurance agency based in Hillsdale, MI. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities, using model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Sean Mueller is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has prior experience at Northwestern Mutual in various capacities from 2014 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.