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Mckenzie M

Series 66

Butler, PA

LPL Enterprise

Mckenzie Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Miller worked in various roles including management positions in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and an integrated platform that includes insurance products.

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

Series 63, Series 65

Butler, PA

LPL Enterprise

Johanna Mcbride is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She 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. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

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