Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance as well as health insurance through affiliated agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Troy Rosko is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates ROSKO LLC, a business entity used for tax and administrative purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked with firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and LPL Financial. In addition to his advisory role, he owns The Legacy Consulting Group LLC, which publishes previously written books, and The Miller's Wealth Management, LLC, a full-service financial and insurance services business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Brian Hennessy is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Pruco Securities, and The Prudential Insurance Company of America. Based in Columbus, OH, he is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

William Harmeyer is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He also operated Harmeyers Market for ten years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Christopher Butcher is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Securities America, and Principal Life Insurance Company. He is based in Columbus, Ohio. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through its integrated platform.

Duane Umphress II is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at JP Morgan Securities LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he bartends and serves at a restaurant in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining adviser programs with active sales of various financial products.

Amy Kelly is a CFP® professional with 19 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Kelly serves as president of the Kappa Kappa Gamma Columbus Alumnae Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Andrew Sasser is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Hydraulic Pros LLC and held roles with State Farm agencies. He is also involved in coaching at Cincinnati Christian School and has outside employment with Amazon. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a broad range of brokerage and insurance products through an integrated platform.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.

Matthew Moore is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to multiple investment programs. The firm’s platform integrates adviser programs with brokerage and insurance products and leverages third-party portfolio strategists and discretionary implementation options.

Carolina Silcott is a financial advisor at LPL Enterprise with a Series 66 designation and one year of experience in the industry. Her prior work experience includes roles at Third Coast Bank and Mercadolibre, as well as positions outside the financial sector. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors and NEO Partners LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.

John Hill is a financial advisor at LPL Enterprise with four years of industry experience and a Series 66 designation. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Ryan Froman is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related activities through a non-variable insurance agency sponsored by Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Preston Rowe is a Series 66-licensed financial advisor with LPL Enterprise, bringing four years of industry experience. Prior to joining LPL Enterprise, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding role at The Cheesecake Factory. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios through an integrated platform combining advisory services with brokerage and insurance products.

Amanda Michael is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she gained experience in the hospitality sector, including roles at Montgomery Inn Boathouse and Sleepy Bee Cafe. Amanda also worked at Bowling Green State University and Bishop Fenwick High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Heather Michael is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked extensively with Pruco Securities, LLC and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Michael Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2005 to 2024. Outside of his advisory role, Lee serves as an agent selling and servicing health insurance and is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and potential clients. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

Thomas D'amico is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 license and bringing 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Magellan Federal, Zeiders, MHN Government Services, and Allstate Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advisory, insurance products, and a collateralized lending program.

Stephanie Wagner is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at Securities America, Inc., Prudential Insurance Company of America, and Principal Life Insurance Company. Wagner also serves as a Notary Public in Columbus. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Michael Caudill is a financial advisor with LPL Enterprise holding a Series 63 designation and 19 years of industry experience. His prior work includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, W&S Brokerage Services, and Western Southern Life. He is based in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Adam Vanderhorst is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in selling health insurance through Vanderhorst Financial Services. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to investment products through an integrated platform.

Luke Recker is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and he has involvement with Benton Ridge Telephone Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Stanley Weiland is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Eaton Vance. He is also involved in health insurance sales outside of his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

John Begley is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His professional background includes insurance-related activities affiliated with Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Jeffrey Janosick is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. Outside of his advisory role, he is involved with MedMyWay, LLC, a health and Medicare insurance brokerage, and manages Ridgewood Ventures, a holding company for his insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Megan Rothe is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior positions include roles at Morgan Stanley and Fidelity Investments. She also has experience working in the craft brewing industry at Wiedemann's Fine Beer, Brewery & Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with financial product sales.

Jason Doublett is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2024, he worked at PRUCO Securities and has been employed full-time as a Senior Program Manager at T-Mobile since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform.

Tyler Cunningham is a financial advisor with LPL Enterprise holding a Series 66 designation and currently based in Columbus, OH. He began his advisory role in 2025 and has a background that includes experience at Texas Roadhouse and Bowling Green State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment products through an integrated platform.

Stephen Viner is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage, and Western Southern Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third‑party asset management, combining adviser programs with the sale of financial products such as insurance.

Michael Roderick is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also a founder and board member of Embrace the First Step, a nonprofit organization based in New Albany, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that supports both advisory programs and financial product sales.

Kenneth Fowler is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked with firms including The Prudential Insurance Company of America and Great American Insurance Group. Fowler is also the owner of Instinctive Wealth LLC, where he manages business operations and develops content and events. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Aaron Phillips is a financial advisor with LPL Enterprise in Columbus, OH. He holds the Series 66 designation and has one year of industry experience. Outside of his advisory role, Phillips is involved with the Somali Education and Resource Center and is the owner and author of Aaron's Artisan Articles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.