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Omega M

Series 66

Bedminster, NJ

LPL Enterprise

Omega Mcintosh is a financial advisor with LPL Enterprise holding a Series 66 license and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Mcintosh worked at Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities, and Bank of America. Outside of finance, Mcintosh serves as a board member for Brooklyn Faith Seventh Day Adventist Church and works as a paralegal for the New York City Law Department. LPL Enterprise, LLC 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, utilizing model portfolios, third-party asset management, and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Cameron T

Series 66

Bedminster, NJ

LPL Enterprise

Cameron Thorkildsen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked with Gateway Group One and the University of Delaware. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of financial products and lending services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Paul F

Series 66

Bedminster, NJ

LPL Enterprise

Paul Fosmire is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with diverse positions outside finance at UPS and Rowan University. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Anne B

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Anne Blaine is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including The Prudential Insurance Company of America, Cambridge Investment Research, and ADP Broker-Dealer. Outside of her advisory role, she volunteers as a childcare associate at Westbridge Community Church and serves as Membership Director on the board of the nonprofit BWNice. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines adviser programs with brokerage and insurance products and includes a collateralized lending program.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Samuel P

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Samuel Pasquale is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Osiac Wealth, Inc and New Century Financial Group, LLC. He is also president of Far Hills Financial Group, where he solicits and services various insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Cheng J

Series 66

Bedminster, NJ

LPL Enterprise

Cheng Ji is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, Cheng worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jnz Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolio programs, combining advisory services with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Howard D

ChFC®, Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Howard Diamond is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Macy’s, Schlesinger and Associates, and AllState Insurance Company. Outside of financial advising, he also serves as a notary public. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm utilizes a platform that integrates investment advisory programs with the sale of financial products and incorporates third-party asset management and discretionary portfolio implementation.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Marybeth S

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Marybeth Sawchuk is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. She receives renewal commissions for servicing existing property and casualty insurance policies. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Rakesh A

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Rakesh Agrawal is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Grand Castle Realty and Prudential Insurance Company of America. In addition to his advisory role, he is a licensed real estate salesperson with LOVI Real Estate LLC. 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 brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Shenghua W

Series 63, Series 65

Bedminster, NJ

LPL Enterprise

Shenghua Wang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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 management, third-party asset management arrangements, and access to a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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