Eddie Richard is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at BLAZR Inc and Hyatt Corporation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a broad network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Lindy Bell is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Net Law. Bell serves as a board member for the nonprofit Grace Lion Clug and is involved with the Association of Certified College Fund Specialists and the National Association of Social Security Analysts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and insurance product facilitation.

Yingli Lu is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Lu’s work history includes time at the University of Southern California and Boston University. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated products and services.

Brittany Richard is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining LPL Enterprise, she held positions at multiple firms including Richard Rental Management and Blazr. Outside of her advisory role, she is involved with Richard Rental Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily implements investment strategies through model portfolios and offers access to third-party asset managers, with additional services including financial planning and trust custody.

Sa Wang is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm for one year. Prior to joining LPL Enterprise, Wang worked at Optum for seven years and held positions at the University of Southern California and UnitedHealth Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.