Jaimie Corcoran is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise, Corcoran held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley in both private banking and wealth management capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a predominantly model-driven investment approach, offering access to third-party asset managers and a variety of financial planning and consulting services.

Michael Geppi Jr. is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has prior work experience with KPMG and Washington Gas Light, among other employers, and has additional involvement in a non-variable insurance agency based in Timonium, MD. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jason D. Addario is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Flora Food Group and Sherwin-Williams. Outside of his advisory work, he has been involved as a coach in sports and fitness with USSF since 2013. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance products through its affiliated entities.

Thomas Mc Elwee is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America and Mutual of Omaha. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and corporate entities, using model-driven investment implementation and offering access to third-party asset managers and financial planning.

Robert Bobango is a Chartered Financial Consultant (ChFC®) with 35 years of industry experience. He is currently with LPL Enterprise and previously spent over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. Bobango also engages in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, 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 affiliated entities.

Philip Lowe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and eight years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to third-party asset managers and a wrap program.

Jacob Krieger is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in various roles from 2023 to 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Chris Fanto is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial products and services.

Patrick Chairs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of his advisory role, he is involved with Clarity Wealth Management, a DBA for his LPL business. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to affiliated trust custody, insurance products, and a collateralized lending program.

Oliver Arnold is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services including financial planning, consulting, and insurance product sales through affiliated entities.

Nathan Badowski is a financial advisor with LPL Enterprise, holding CFP® and Series 63 credentials and bringing 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life, among others. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jackson Boothby is a financial advisor with LPL Enterprise holding a Series 66 credential. He has one year of industry experience. Outside of advising, he is involved with Jet Services Inc. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning, insurance, and trust services.

Adam Cox is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Avantax Advisory Services and Hughes Network Systems, LLC. Outside of advising, he is the owner of Metro Fitness, Inc., a business he has managed since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance services.

Brian Mccully is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years. Outside of his advisory role, he is also involved as an independent contractor in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Michael Geppi Sr. is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has over 11 years of industry experience, having previously worked at The Geppi Group for 10 years before joining LPL Enterprise in 2026. LPL Enterprise, LLC 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 primarily utilizes model-driven portfolios developed by internal and third-party strategists, with additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Eric Simning is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of finance, he was involved with Chef Mikko LLC for five 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 charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated insurance and trust services.

Tony Difatta is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked for Pruco Securities, LLC for 11 years and is the CEO of Tony M Di Fatta, CPA P.C., a tax preparation and accounting firm he has operated since 2013. He also serves as treasurer for Friends of Eric Bouchat, a community organization. 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 primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, trust services, insurance, and collateralized lending.

Lucas Graham is a financial advisor with LPL Enterprise holding a Series 66 designation. He has one year of industry experience and previously worked at IDEMIA National Security Solutions and West Virginia University. Outside of his advisory role, he was affiliated with Bible Center Church for two years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers through a large network of investment adviser representatives.

Justin Gue is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has previously worked at Prudential and is involved in Jgue Platinum Realty LLC, 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, banks, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and various financial planning services.

Daniel Chilcoat is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in property management through 1331 Property, LLC. LPL Enterprise provides investment advisory and brokerage services to 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 affiliated insurance and trust services.