Patricia Chevalier is a CFP® and ChFC® credentialed advisor with 35 years of experience in the financial services industry. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, and MetLife Securities. 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, using a model-driven investment approach with access to third-party asset managers and financial planning services.

Lawrence Rose is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He serves as president of the board for Replay Outreach, a nonprofit organization focused on working with at-risk teens. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven portfolios and access to third-party asset managers.