Parth Patel is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Nova Capital Partners. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance products through its integrated platform.

Frank Mastrosimone is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Royal Alliance Associates, Inc. Outside of his advisory work, he occasionally assists his wife with real estate transactions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs with various financial products.

Maychl Agaybi is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Agaybi held various positions including employment at JD Sports. Outside of advising, Agaybi is involved in a non-variable insurance agency in Clifton, NJ. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that includes insurance products and LPL’s collateralized lending program.

Melissa Farfan is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has seven years of industry experience, including roles at Bank of America and Merrill. Outside of her advisory work, she is involved in a non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Michael Digiovanni is a financial advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities LLC, Vestwell, Betterment, and ADP LLC. He is also involved in Prudential Sponsored Non-Variable Insurance activities. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Joshua Vallejos is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and three years of industry experience. He has held roles at several firms including T.D. Bank N.A., Edward Jones, Bank of America, and Merrill. LPL Enterprise 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 portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Joseph Fano is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Aflac and Cornerstone Financial Associates. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various investment programs, combining adviser-led portfolios with sales of financial and insurance products.

Iwona Grabowski is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and previously worked at Pruco Securities LLC and as a business owner. Outside of her advisory role, she is a life coach and personal trainer. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, model portfolio programs, and access to third-party asset managers.

James Famula is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and 25 years of industry experience. He previously worked at Ameriprise Financial Services and Royal Alliance and has operated his own golf academy since 2011. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated advisory and brokerage platform.

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.

Richard Peterson is a Series 66-credentialed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, he was self-employed and spent ten years working at Delbarton School. He also works as an independent private tutor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Robert Laird Jr. is a financial advisor with LPL Enterprise and holds Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of finance, he also works as a package car driver for United Parcel Service. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Emmanuel Itembe is a financial advisor with LPL Enterprise holding a Series 66 credential. He has less than one year of industry experience, with prior roles at Equitable Advisors and Bankers Life, as well as employment outside the industry at Lowe’s. His activities include involvement with a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

Michael Locascio is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America. Outside of his advisory role, he owns Keys to Success, LLC, where he teaches piano and performs at weddings and special events. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Brian Lee is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including previous roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various investment and insurance products. The firm combines advisory programs with brokerage offerings and utilizes model portfolios, third-party portfolio managers, and integrated lending solutions.

Melissa Bonilla is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. She is also involved in non-variable insurance activities through Prudential’s affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products. The firm’s platform integrates adviser programs with active sales of financial products and leverages third-party asset managers and model portfolios.

John Flynn is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior roles include positions at PRUCO Securities, Value Line, AXA Advisors, and NYLIFE Securities. He has also spent time as a caretaker in recent years. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products.

Colleen Brophy Emma is a financial advisor at LPL Enterprise with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at UBS Financial Services, Morgan Stanley Smith Barney, and Fidelity Brokerage Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and insurance products.

Warren King is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and Capital Craft. His background also includes roles outside the financial industry, such as at Skidmore College and West Essex Regional High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, and third-party asset management solutions, supported by an integrated platform that combines advisory programs with brokerage and insurance product sales.

Mitchell Feldman is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Americas Health Brokers Inc., an insurance-related business. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.