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Mark W

Series 66

Atlanta, GA

LPL Enterprise

Mark Walters is a Series 66-licensed financial advisor with four years of industry experience. He currently works at LPL Enterprise and previously held roles at Bank of America, Merrill, Nylife Securities, and New York Life Insurance. Outside of his advisory work, Walters also engages in rideshare driving with Lyft. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of financial planning, asset management, and insurance products.

Tax-loss harvesting
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David K

Series 63, Series 65

Atlanta, GA

LPL Enterprise

David Kroll is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise. 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. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Tax-loss harvesting
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Michael S

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Michael Steck is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at LPL Enterprise since 2024 and was previously with Pruco Securities, LLC for 41 years. Steck is also a partner and financial professional at Cornerstone Financial Partners, LLC, where he is involved in the sales and service of insurance and investments. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance services.

Tax-loss harvesting
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Ji Young L

Series 66

Atlanta, GA

LPL Enterprise

Ji Young Lee is an advisor with LPL Enterprise holding a Series 66 designation and based in Atlanta, GA. Lee has been with LPL Enterprise since 2026 and has prior work experience with Delta Airlines and as an owner of Prompt Owl, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and multiple affiliated services.

Tax-loss harvesting
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Robert G

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Robert Gaynier is a financial advisor with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Mary G

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Mary Greene is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She worked at Pruco Securities, LLC for 16 years before joining LPL Enterprise in 2024. Outside of her advisory role, she owns and operates two businesses: Genesis Consulting Solutions LLC and Explore The World Travel LLC, the latter focusing on travel and leisure services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services including financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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Kelly S

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Kelly Squires is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has established a financial advisory LLC in Georgia to facilitate succession planning for his business. 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. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and wrap programs.

Tax-loss harvesting
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Austin W

CFP®, Series 66

Atlanta, GA

LPL Enterprise

Austin Willis is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with LPL Enterprise in Atlanta, GA, having previously worked at Kestra Investment Services LLC and held roles in various financial and insurance-related firms. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Gregory C

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Gregory Clark is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, MSI Financial Services, and Eagle Strategies. Outside of his advisory role, he serves as Vice President of Institutional Advancement at Alabama State University, managing advancement operations including marketing, communications, development, and alumni relations. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Tax-loss harvesting
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Sung K

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Sung Ko is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product services through affiliated entities.

Tax-loss harvesting
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Konstantinos B

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Konstantinos Bozzuto is a financial advisor at LPL Enterprise with 12 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities LLC, Kaiser Permanente, and Willis Towers Watson. He is the owner of KF Benefits, LLC, a company that brokers small business employee benefits. 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. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Yuemei S

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Yuemei Sun is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Devin M

Series 66

Atlanta, GA

LPL Enterprise

Devin Mc Giboney is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Georgia Southern University, Northwestern Mutual, and in the hospitality sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Brian K

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Brian Kazinec is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC for 30 years and Prudential Insurance Company of America for 39 years. His background includes experience with multiple life insurance companies. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and institutional clients, offering model-driven portfolio management, financial planning, and access to third-party asset managers through a broad network of investment adviser representatives.

Tax-loss harvesting
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Antonio E

Series 66

Atlanta, GA

LPL Enterprise

Antonio Elias Magana is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, Wells Fargo, J.P. Morgan Securities, Edward Jones, and other firms. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning and consulting services.

Tax-loss harvesting
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Aiming A

Series 66

Atlanta, GA

LPL Enterprise

Aiming Allen is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, and Merrill. In addition to his advisory role, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Joseph F

Series 63, Series 66

Atlanta, GA

LPL Enterprise

Joseph Falzone is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he volunteers as a baseball coach with Ocee Park Recreation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Austin S

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Austin Sykora is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, and Equity Services, Inc. Outside of his advisory work, he serves as Chief Marketing Officer for Project Parlay and works as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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David P

Series 63, Series 65

Atlanta, GA

LPL Enterprise

David Platt Jr. is a financial consultant at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of advisory roles, he has experience in fixed insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment strategies and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Anthony I

Series 66

Atlanta, GA

LPL Enterprise

Anthony Ishmael Jr. is a Series 66 licensed financial advisor with LPL Enterprise in Atlanta, GA, bringing three years of industry experience. His background includes military service with the U.S. Army from 1999 to 2022 and roles at First Command and Stand-2 Consulting Group. Outside of financial advising, he is involved in several nonprofit organizations and business ventures, including ownership of Executive Home Care of Augusta and participation on multiple nonprofit boards related to military associations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Eric W

Series 66

Atlanta, GA

LPL Enterprise

Eric Wilson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities, Edward Jones, Virtus Capital Advisers, and Carter, Terry & Company. Wilson also engages in health and group insurance sales and serves as a fiduciary for family members. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Tax-loss harvesting
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Tommy T

Series 66

Atlanta, GA

LPL Enterprise

Tommy Thompson III is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pruco Securities LLC and various positions outside the financial sector. He is also engaged as a seasonal delivery driver for companies including DoorDash, Grubhub, and Shipt. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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Mark F

Series 63, Series 66

Atlanta, GA

LPL Enterprise

Mark Fletcher is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Wealth Management and First Mercantile Trust. 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 utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and non-securities products such as insurance and trust services.

Tax-loss harvesting
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Anthony H

Series 66

Atlanta, GA

LPL Enterprise

Anthony Houston is a financial advisor with LPL Enterprise holding a Series 66 credential and has been in the industry since 2026. Prior to joining LPL Enterprise, he worked at Kaitlin Ponce State Farm, LLC and GP Mobile, LLC, with additional experience at Walmart and Georgia State University. 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 employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Anthony D

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Anthony Di Matteo is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. 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. The firm’s investment approach is model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Tax-loss harvesting
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Barukh A

Series 66

Atlanta, GA

LPL Enterprise

Barukh Aronov is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and in various roles outside the financial industry, including positions at Georgia State University and Chipotle Mexican Grill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Tyler T

Series 66

Atlanta, GA

LPL Enterprise

Tyler Touchton is a financial advisor at LPL Enterprise with Series 66 credentials and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various educational roles with public schools in multiple counties. He has also been involved with community organizations including churches. 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. The firm typically employs model-driven investment approaches and offers access to third-party asset managers and financial planning services.

Tax-loss harvesting
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Stewart P

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Stewart Perry is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Stewart Perry Benefits LLC, which he currently owns as a non-variable insurance business in Atlanta, GA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Tax-loss harvesting
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Warren L

CFP®, Series 63, Series 66

Atlanta, GA

LPL Enterprise

Warren Lee III is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Enterprise LLC. His prior experience includes roles at Ameriprise, Cetera, VOYA Financial Advisors, and QA3 Financial LLC. He holds Series 63 and Series 66 licenses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and additional services such as trust custody and affiliated insurance products.

Tax-loss harvesting
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Hanseung L

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Hanseung Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and various institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Saumil S

Series 66

Atlanta, GA

LPL Enterprise

Saumil Shah is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Atlanta, GA. He has been with LPL Enterprise since 2026 and has prior experience at Project WorldWide, Inc., Cherry Bekaert, Brasscraft Manufacturing, and La-Z-Boy Incorporated. 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. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Tax-loss harvesting
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Jason G

Series 66

Atlanta, GA

LPL Enterprise

Jason Griffin is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. 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. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Tax-loss harvesting
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Eric H

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Eric Hartrich is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1987, including a lengthy tenure with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and also offers access to non-securities products such as trust services and insurance through affiliated entities.

Tax-loss harvesting
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Roderick P

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Roderick Parham is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and State Farm in various capacities over nearly two decades. Outside of advising, he works as a Mobile App Box Office Specialist for the Atlanta Hawks and engages in health insurance sales through non-sponsored carriers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated insurance and trust services.

Tax-loss harvesting
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Bailey H

Series 66

Atlanta, GA

LPL Enterprise

Bailey Hartrich is a financial advisor with LPL Enterprise in Atlanta, GA, holding a Series 66 credential and six years of industry experience. Prior to joining LPL Enterprise in 2024, Hartrich worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Phillip T

Series 63, Series 65

Atlanta, GA

LPL Enterprise

Phillip Thornberry is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2005 and joined LPL Enterprise in 2024. Thornberry is also the owner of Odyssey Consulting Partners, LLC, which provides sales consulting to the elder care community. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, alongside offering access to financial planning, third-party asset managers, and insurance products.

Tax-loss harvesting
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Brandon C

Series 66

Atlanta, GA

LPL Enterprise

Brandon Chia is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Cornerstone Financial Partners, LLC. He is also involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and operates an affiliated insurance agency alongside brokerage and trust custody services.

Tax-loss harvesting
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John B

Series 66

Atlanta, GA

LPL Enterprise

John Beville is a financial advisor with LPL Enterprise holding a Series 66 designation and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, PRUCO Securities, LLC, OneAmerica Securities, Inc., and Equitable Advisors. Outside of his advisory work, Beville volunteers by making phone calls for the Cobb County GOP in Marietta, GA. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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William G

Series 63, Series 65

Atlanta, GA

LPL Enterprise

William Gillett is a financial advisor with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Rita M

Series 63, Series 66

Atlanta, GA

LPL Enterprise

Rita Marangoni is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Cambridge Investment Research, Inc., and Axa Advisors. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses primarily model-driven investment strategies developed by LPL’s Research Department and third-party portfolio strategists while also offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Lola E

CFP®, ChFC®, Series 66

Atlanta, GA

LPL Enterprise

Lola Eyles is a CFP® and ChFC® with 25 years of industry experience. She currently works at LPL Enterprise and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise. Her background includes extensive experience in insurance-related activities. 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 primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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