Nicholas Terry is a financial advisor with LPL Enterprise in Chicago, IL, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, National Life Group, and Valinor Management. He serves as a board member for the Leavitt-Schiller Townhomes Association, where he helps manage the annual budget and association operations. 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 typically employs a model-driven investment approach, utilizing portfolios developed by LPL's Research Department and third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Haruka Nagaya is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Nagaya held roles at Ernst & Young LLP and was a full-time student at George Mason University. LPL Enterprise provides investment advisory and brokerage services to a broad 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 internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.