Georgeanne Aist is a financial advisor with LPL Enterprise and holds the Series 63, Series 65, and Series 66 designations. She has 24 years of industry experience with prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Lincoln Financial Advisors, and several other firms. Outside of her advisory work, she serves as a minister in Charlotte Hall, MD. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Annette Quigley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Cetera Investment Services, and LPL Financial. She is also a business owner of Strategic Wealth Advisors LLC, a payroll company for a registered sales assistant she shares with another advisor. 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 primarily model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to asset managers, and participation in wrap programs.

Philip Defelice is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 17 years and is also affiliated with Divine Lifestyle Group Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Christopher Maienshein is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Park Ave Securities, and Guardian. Maienshein is also involved with NFI Financial Planning, a business offering both trading and non-trading financial services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and participation in the Model Wealth Portfolios wrap program.

Randall Becker is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses 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 individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Charles Bostwick II is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and six years of industry experience. He has worked at LPL Enterprise since 2025 and has a longstanding career with American Family Insurance dating back to 1993. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kyle Tosh is a CFP® professional with 10 years of industry experience, currently serving at LPL Enterprise. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. He is a founding partner of Old Line Wealth Partners and serves as a board member of the Rising Sun Chamber of Commerce. 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 utilizing portfolios developed internally and by third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Silvia Tergas is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Securian Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse clientele including individual and high-net-worth investors, retirement plans, banks, corporations, 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 additional services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Aaron Schmerling is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Schmerling is also involved with Steerpath Wealth, a business activity related to his work at LPL. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Todd Liddick is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked for Merrill and held positions with Maryland State Government and Maryland State Police. 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 primarily employs model-driven investment implementation and offers access to third-party asset managers, with additional services such as affiliated trust custody and insurance product sales.

Jan Pretorius is a financial advisor at LPL Enterprise with 19 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 individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Charles Brohawn Jr. is a financial advisor with LPL Enterprise holding CFP® and ChFC® designations and 34 years of industry experience. He previously worked at Pruco Securities, LLC for 32 years before joining LPL Enterprise in 2024. Outside of financial advising, he manages multiple rental properties. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and corporate entities, offering model-driven investment strategies primarily through third-party asset managers and providing access to various financial planning and brokerage services.