Daniel Botero Torres is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. His prior experience includes work at the University of Miami and Chick-Fil-A. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory programs with financial product sales.

Matthew Glass is a Series 66-credentialed financial advisor with 14 years of industry experience. He currently works at LPL Enterprise, LLC and has prior experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm provides financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs, model portfolios, and access to third-party asset management.

Daniel Piccirillo is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Bank USA and The Prudential Insurance Company of America. In addition to his advisory role, he is involved with Paradigm Governance Partners LLC, where he prepares financial information including audited financial statements. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance products through its platform.

Scott Harvey Sr. is a financial advisor with LPL Enterprise, holding the Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Theia Analytics Group. 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 and third-party asset management through an integrated platform that also includes brokerage and insurance products.

Justin Gallagher is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked with firms including Prudential Insurance Company of America, MassMutual, Guardian Life Insurance Company, and Northwestern Mutual. Outside of his advisory roles, he is involved with 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. Its platform integrates advisory services with sales of financial products and provides access to model portfolios, third-party asset management, and insurance products.

Shanna Wolf is a financial advisor with LPL Enterprise in Bedminster, NJ, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. She also acts in a fiduciary capacity for private trusts in New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Brian Sherman is a Certified Financial Planner® with over 30 years of industry experience. He is currently an advisor with LPL Enterprise and has held previous roles at firms including MissionSquare Investment Services, Lorenzo CPA LLC, and Citigroup. Outside of his advisory work, Sherman owns an accounting and tax preparation business. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance product sales.

Robert Buckman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Securities, LLC. He is also involved in Prudential’s property and casualty investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated entities.

Lawrence Frydman is a CFP® professional affiliated with LPL Enterprise, holding Series 63 and Series 66 licenses, with 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he has an investment-related involvement with Plymouth Rock Property and Casualty. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Mark Singh is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., AXA Advisors, LLC, and GWN Securities, Inc. Outside of finance, he has been involved with 1st Class Entertainment & Productions LLC as an artist and musician since 1999. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Michael Castoro 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. Outside of finance, he has worked in the fitness and retail sectors, including Life Time Fitness and Lord & Taylor. 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.

Yuriy Zabihaylo is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience, including prior roles at Pruco Securities LLC and ALC "Vesna-Zakhid." LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Daniel Santos is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with active sales of other financial products.

Peter Issackedes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked in education and retail, including roles at Wegmans Food Markets, Bergen Community College, Pascack Valley High School, and Holdrum Middle School. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutional clients. The firm offers financial planning, model portfolio programs, and access to brokerage and insurance products through an integrated platform that combines advisory services with other financial products and lending programs.

Olanrewaju Badmus is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Equitable Advisors and was involved with Gracious Services, Inc. for five years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Christian Brogan is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Equitable Advisors and Equitable from 2021 to 2026 and TPS Financial from 2020 to 2021. Outside of finance, he was involved with Bonds Tavern from 2016 to 2021. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform. The firm combines adviser programs with active sales of financial products and provides access to model portfolios, third-party asset management, and insurance products.

Jordan Toma is a financial advisor with LPL Enterprise holding a Series 65 credential and 13 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in speaking engagements through his business, I'm Just A Kid With An IEP LLC, which offers seminars and workshops to schools and organizations. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services 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, delivering investment advice primarily through its investment adviser representatives.

Mark Feldman is a financial advisor at LPL Enterprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct sales for Senor Sangria, promoting a range of flavored wines. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Irina Shante is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Prudential Insurance Company of America since 1993. Outside of her advisory role, she is involved in a property and casualty insurance business in Boston, focusing on auto, condo, and umbrella coverage. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset managers within an integrated platform that also includes insurance products and lending programs.

Jake Powelson is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Quickcheck and Best Cellars Wine and Spirits. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. 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.