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Joshua V
Series 66
Cranberry Township, PA
LPL Enterprise
Joshua Vanderhoof is a Series 66 licensed advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked for Aldi Inc for nine years before entering the financial services field. 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 services such as financial planning, access to third-party asset managers, and participation in a wrap program.
David T
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
David Trafican is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and W&S Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and institutions. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
Kimberly P
Series 63, Series 65
Cranberry Twp, PA
LPL Enterprise
Kimberly Pennine is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 registrations. She has eight years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate 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 it offers financial planning, consulting, and access to third-party asset managers and wrap programs.
Scott F
Series 66
Cranberry Township, PA
LPL Enterprise
Scott Fenwick is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. 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 primarily utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.
Logan N
Series 66
Cranberry Township, PA
LPL Enterprise
Logan Nash is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Enterprise, Nash worked at Uber and has academic and teaching experience at the University of Pittsburgh and North Hills High School. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.
Dylan J
Series 66
Cranberry Township, PA
LPL Enterprise
Dylan John is a Series 66-licensed financial advisor with LPL Enterprise LLC, based in Cranberry Township, PA. He has one year of industry experience and has concurrently maintained outside employment at Lindy's Automotive Warehouse since 2017. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.
Mark W
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
Mark White is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Woodmen Financial Services, Inc., Woodmen of the World Life Insurance Society, and Whipperhill Consulting. Prior to his advisory career, he was involved in property management for 14 years. 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 utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.
Chloe V
Series 66
Cranberry Township, PA
LPL Enterprise
Chloe Valery is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at Prudential and various educational and service positions. Outside of finance, she worked in the food service industry at Hotel Loyal Pizza. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities, primarily using model-driven investment approaches and offering access to third-party managers and affiliated insurance and trust services.
James M
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Insurance Group. In addition to his advisory work, he owns a golf simulator business. 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 approaches and offers financial planning, access to third-party asset managers, and participates in wrap programs.
Brendan K
Series 66
Cranberry Township, PA
LPL Enterprise
Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His work history includes roles at NextTier, Erie Junior Seawolves, Shenango Beverage, and Gannon University. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Earl S
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
Earl Smith Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for nine years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual, high-net-worth investors, and institutional clients. 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 a wrap program.
Philip W
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
Philip Wosotowsky is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 39 years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. Their investment approach is model-driven, utilizing portfolios developed by LPL research and third-party strategists, and they offer financial planning, access to managed portfolios, and a range of affiliated non-securities services.
James P
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1992 to 2024. Piotrowski also serves as an advisor for Liberty Mutual in property and casualty insurance. 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 employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.
Austin M
Series 66
Cranberry Township, PA
LPL Enterprise
Austin Miller is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he has experience working in education at Gannon University and Knoch High School and Middle School, as well as involvement with Miller Farms for over a decade. 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 primarily utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust, insurance, and lending services.
Jacob S
Series 66
Cranberry Township, PA
LPL Enterprise
Jacob Schmidt is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a primarily model-driven investment approach.
Debora K
Series 63, Series 65
Cranberry Township, PA
LPL Enterprise
Debora Kuzmanko is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 13 years and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities, using primarily model-driven investment implementation and offering access to third-party asset managers and other financial products.
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