Jacob Allen is a Series 66-licensed financial advisor with LPL Enterprise in Charlotte, NC. He has one year of industry experience, joining LPL Enterprise in 2025 after roles with local government entities in North Carolina. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Michael Stack is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. His background includes roles at Morgan Stanley and the Augusta National Golf Club. Outside of advisory work, he is involved with a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services.

Calvin Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and involvement in the mortgage and real estate business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual 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 affiliated non-securities products and services.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and Osaic FA, Inc. Gibbs is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include several positions at PNC Wealth Management and PNC Investments from 2015 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jesse Cassell is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Before joining LPL Enterprise, Jesse held positions at Marellis, Iron Hill Brewery, Lucky Duck, and the University of South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities, using model-driven investment strategies and offering access to third-party asset managers and various financial products.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also involved in part-time bartending and has operated the Bad Bean Baja Grill for over a decade. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Robert Brickey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, and Lincoln Financial Securities Corporation. Outside of finance, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes 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 the Model Wealth Portfolios wrap program.

Barry Gilrane is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Cola Wealth Advisors. Outside of advising, he is involved as a financial professional in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Deborah Cook is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and MSI Financial Services. Outside of her advisory work, she provides accounting and bookkeeping services for a local nonprofit focused on children. LPL Enterprise serves a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

Sarah Kemble is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She previously worked at Pruco Securities LLC and has involvement with Geoff Kemble since 2021. Outside of advisory work, she is associated with real estate rental activities through ownership entities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Del Turner is a CFP®-certified financial advisor with six years of industry experience, currently with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Co. of America, City National Bank, and RBC Capital Markets. Turner is also involved as a financial advisor with Carter Financial Group, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Chad Neely is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Principal Life Insurance Company, and TIAA-CREF. Neely Financial, LLC was a prior business he owned and operated. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers and various financial planning services.

William Martin III is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services, Wells Fargo Clearing Services, and MassMutual. Outside of his advisory work, Martin has longstanding involvement with a mortgage and real estate services business. 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. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Jonathan Young is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Bank of America, Merrill, MassMutual Life Insurance, New York Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he is also involved as CEO of BTR Records LLC, a music and artist business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal research and third-party strategists, with services encompassing financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Bobby Carroll is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Jon Bass is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he participates in professional video gaming tournaments. 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, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Kerry Cassell is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Enterprise, Cassell worked at Wells Fargo Clearing for eight years and held roles at Merrill and Banc of America Investment Services. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, using model-driven investment implementation and offering access to third-party asset managers and financial planning services.

Bing Michael is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. His prior firms include Lincoln Financial Securities, OSAIC, MSI Financial Services, and Morgan Stanley. In addition to his advisory role, he offers health, disability, long-term care, and traditional life insurance, as well as fixed and fixed-indexed annuities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, consulting, and access to third-party asset managers and insurance products through its affiliated entities.

Gregory Sheets is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a home renovation business in Huntersville, North Carolina. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Terry Dresbach is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Dresbach worked at Prudential Insurance Company of America, Pruco Securities, LLC, and First Command Financial Services. Outside of financial advising, Dresbach is involved in real estate property management through ownership of Sunnyslope Properties LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily offers model-driven investment solutions, third-party asset manager access, and various financial planning and consulting services.

Kimberly Bryant is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. Kimberly is also involved with Freedom360 Financial as a financial planner. 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 emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Benjamin Jackson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise, where he has worked since 2024, following roles at Pruco Securities LLC and Wells Fargo Clearing Services. Jackson has prior experience in both the financial services sector and education, having held positions at Elon University and The Pinnacle Group Investment Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation, financial planning, and access to third-party asset managers and wealth management programs.

David Bickler is a financial advisor with LPL Enterprise in Charlotte, NC, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife. 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’s investment approach is model-driven, utilizing portfolios developed by in-house research, third-party strategists, and TAMP sponsors, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Gregory Bracht is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL, he worked in real estate and appraisal services for over a decade, including roles at Lake and Village Realty and Puma & Associates Realty. He is also involved in mortgage and insurance services related to his previous real estate activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and a wrap program while also facilitating insurance product sales through affiliated entities.

Christopher Sweesy Jr. is a CFP® professional with six years of industry experience. He is currently with LPL Enterprise and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. His background includes roles at several financial services firms and experience in financial planning and investment advisory. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers a range of financial planning, consulting, and access to third-party asset managers and wrap programs.

Kimberly Turner is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Prudential Insurance Company of America, PRUCO Securities, LLC, and UBS Financial Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, 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 various affiliated financial services.