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Phillip L

Series 63, Series 66

Champaign, IL

LPL Enterprise

Phillip Lippi is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he operates LLCs involved in managing timberland and a retail strip mall in Pekin, Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Shanon P

Series 63, Series 65

Champaign, IL

LPL Enterprise

Shanon Patterson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Patterson has received ongoing non-variable insurance commission trails related to medical supplement sales for a small group of clients. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Tax-loss harvesting
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Brandi J

Series 66

Champaign, IL

LPL Enterprise

Brandi Johnson is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at State Farm Investment Management Corp, PNC Investments LLC, and PNC Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, third-party asset manager access, and affiliated insurance product sales.

Tax-loss harvesting
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Andrew E

Series 63, Series 66

Champaign, IL

LPL Enterprise

Andrew Ehrlich is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ehrlich serves as a non-profit board member of the Knights of Columbus. 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. The firm primarily uses model-driven investment approaches developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Matthew H

CFP®, Series 66

Champaign, IL

LPL Enterprise

Matthew Hutton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regions Bank, Zeiders Enterprises, and NBS Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third parties, and it offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Haley M

Series 66

Champaign, IL

LPL Enterprise

Haley Minogue is a financial advisor with LPL Enterprise holding a Series 66 designation and is based in Champaign, IL. She has been with LPL Enterprise since 2026 and has prior work experience in various service and retail roles. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program through a network of investment adviser representatives.

Tax-loss harvesting
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Brandon W

Series 66

Champaign, IL

LPL Enterprise

Brandon Willis is a financial advisor with LPL Enterprise in Champaign, IL. He holds the Series 66 designation and has recent experience working with Southern Illinois University and Blue Fitness Inc. He previously worked at PRGX Global Inc. for nine years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Tyler B

Series 63, Series 65

Champaign, IL

LPL Enterprise

Tyler Bubolz is an advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include work at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he is involved with Blue Diamond Events and has a long-term affiliation with Lindenwood University. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Richard H

Series 63, Series 65

Champaign, IL

LPL Enterprise

Richard Hartke is a financial advisor with LPL Enterprise in Champaign, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Enterprise, he spent over 25 years with Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1999. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios wrap programs.

Tax-loss harvesting
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Corey D

Series 66

Champaign, IL

LPL Enterprise

Corey Derry is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles across multiple industries including staffing, medical supply, and consumer services. Outside of advising, he is involved with Kleenrr and Green Releaf in outside employment capacities. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Lee N

Series 63, Series 65

Champaign, IL

LPL Enterprise

Lee Nosbisch is a financial advisor with LPL Enterprise in Champaign, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Teutopolis State Bank, IPI Wealth Management, and Slagle Financial, LLC. Before entering the financial industry, he worked in education and nonprofit settings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm utilizes a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Zachary O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Zachary Owens is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Tax-loss harvesting
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Ryan W

Series 66

Champaign, IL

LPL Enterprise

Ryan Williams is a financial advisor with LPL Enterprise in Champaign, Illinois, holding a Series 66 designation and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and employment during his time at the University of Missouri. Williams is involved in a non-variable insurance business based in Springfield, Illinois. 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. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in managed wrap programs.

Tax-loss harvesting
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Douglas O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Douglas Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over three decades at Prudential Insurance Company of America and its affiliate Pruco Securities. Outside of his advisory work, Owens is an owner of farm ground in Danville, Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s model-driven investment approach incorporates portfolios developed by internal and third-party strategists, and it offers financial planning, access to external asset managers, and participation in wrap programs.

Tax-loss harvesting
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Adam S

Series 66

Champaign, IL

LPL Enterprise

Adam Spitalny is a Series 66-licensed financial advisor with LPL Enterprise, LLC, based in Champaign, Illinois. He has one year of industry experience, following a 15-year career in the U.S. Army. Outside of advising, he has involvement in a sports and fitness coaching activity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers services such as financial planning, consulting, and participation in wrap programs.

Tax-loss harvesting
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Christopher Kip T

Series 63, Series 65

Champaign, IL

LPL Enterprise

Christopher Kip Thompson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, and Bankers Life Advisory Services. He is also involved with Paradox Commodities, Inc., a business he owns with his wife that focuses on marketing and networking support within the commodities sector. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and operates a broad platform including financial planning, insurance products, and affiliated trust services.

Tax-loss harvesting
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Charles F

Series 63, Series 65

Champaign, IL

LPL Enterprise

Charles Fall is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1979 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Lyle B

Series 66

Champaign, IL

LPL Enterprise

Lyle Bellamy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work background includes roles outside the financial industry, such as positions in the restaurant and brewing sectors. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Brian P

Series 63, Series 65

Champaign, IL

LPL Enterprise

Brian Paragi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also has experience as a business owner with Paragi Sales LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Brent D

Series 66

Champaign, IL

LPL Enterprise

Brent Deal is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Orkin, Pruco Securities LLC, Prime Communications, and Spring Communications. He is based in Champaign, IL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Karen O

Series 63, Series 65

Champaign, IL

LPL Enterprise

Karen Owens is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 27 years combined. Outside of her advisory role, she is a part owner of Pine Lake Trust, a farming business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers services such as financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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