Sunita Malhotra is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. 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 typically uses model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Calib Donnell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 registrations and has 12 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

James Bushy is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member of the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a large network of adviser representatives. The firm primarily uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jeffrey Bishop is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Principal Securities Inc., The Prudential Insurance Company of America, and Pruco Securities LLC, alongside ownership of Bishop Financial Solutions. He is involved in a non-variable insurance agency business through Bishop Financial Solutions. 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 using portfolios developed by LPL’s Research Department and third-party strategists, and it also offers financial planning and access to third-party asset managers and insurance products through affiliated entities.

Mi Yeon Katz is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and New York Life. Outside of her advisory role, Katz has been involved with Prak-Sis Ltd. since 2017 and was associated with the Prak-Sis Contemporary Art Association from 2009 to 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Larry Milas is a CFP® and ChFC® credentialed financial advisor with 35 years of industry experience. He currently works at LPL Enterprise, where he has been since 2024, following a 34-year tenure at Pruco Securities, LLC. In addition to his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Robert Jungels is a financial advisor at LPL Enterprise with 14 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. Outside the financial sector, he has been involved with Prairie Path Cycles for over two decades. 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 and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Joseph Cronin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a long-standing involvement with Troon Golf spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

Jason Yang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities LLC, New York Life Insurance Co, and BMO Harris. 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 the Model Wealth Portfolios wrap program.

Susan Kang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Prudential Insurance Company of America since 1997 and was associated with Pruco Securities, LLC for 27 years. Outside of advisory services, she is involved with A.S.K Financial and Insurance Services, focusing on health insurance. LPL Enterprise provides investment advisory and brokerage services to 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 managers and a range of financial planning and consulting services.

Taylor Bunes is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for nine years and has been involved with the HealthCare Solutions Team since 2015. Outside of advising, Bunes is active in non-variable insurance sales. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Ann Todisco is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and State Farm. 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 and emphasizes third-party asset managers and portfolio strategies.

Lynda Nordling is a financial advisor with LPL Enterprise in Downers Grove, IL, holding a ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, Nordling works as a Medicare consultant, providing education on Medicare basics and health insurance. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance and trust services.

Joshua Pillo 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, PRUCO Securities, LLC, Capital One, and Enterprise. He also serves as Vice President of Liquid Wealth Advisors, a business affiliated with 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 utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Santanu Nandi is a Series 66 licensed financial advisor with LPL Enterprise, LLC, based in Downers Grove, Illinois. He has one year of industry experience and previously worked at HGS CX Technologies Inc and Sutherland Global Services Inc. Nandi is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm’s investment approach typically uses model-driven portfolios and offers financial planning as well as access to third-party asset managers and wrap programs.

Charles Vietzen is a financial advisor with LPL Enterprise holding a Series 66 license and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Advisory Services, among others. He is also involved in the sale of Medicare-related insurance products as an agent for American Republic. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Jeffrey Hammond is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 registrations. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Transamerica Financial Advisors, Inc., and Valic Financial Advisors. 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 primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Maurice Lounds is a CFP® with 25 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he teaches mathematics courses at Indiana University and IVY Tech Community College. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Lukas Petrus is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. He previously worked at the Kreshmore Group for three years and has experience at the University of Illinois Urbana-Champaign and Wheaton College. 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, offering access to third-party asset managers and various financial planning and consulting services.

Daniel Restrepo is a Series 66-licensed advisor at LPL Enterprise with 12 years of industry experience. He previously worked at CTC Trading Group, L.L.C. for 12 years and has been with LPL Enterprise and Prudential Insurance Company of America since 2024. Outside of his advisory role, he is involved in proprietary fixed life insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services.

Louie Williams is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Farmers Financial Solutions. Williams also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Soprano Accounting & Tax Services Inc, Architectural Fixtures, and UPS. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers along with affiliated trust and insurance services.

James Defano is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 10 years of industry experience. His prior roles include five years at Pruco Securities, LLC, and nine years operating Defano Physical Therapy. Outside of his advisory work, he umpires and referees youth baseball, softball, and basketball games. 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 uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jeffrey Wilson is a financial advisor with LPL Enterprise who holds the Series 66 designation and has 24 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Outside of his advisory work, he officiates high school football games in the Chicago area during the season. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and participation in wrap programs, while also offering affiliated insurance and trust services.

Nancy Roach Wilder is a CFP® professional with 39 years of industry experience, currently serving with LPL Enterprise since 2024. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Ameriprise, Citigroup Global Markets, and others. She is also involved in non-variable fixed life insurance through Prudential and Crump Fixed Life. 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’s investment approach is typically model-driven, offering access to third-party asset managers and a wrap program, alongside affiliated insurance and trust services.

Matthew Fowler is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, THE O.N. Equity Sales Company, and Ohio National Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is typically model-driven and includes access to third-party asset managers and insurance product sales through affiliated entities.

Jeffrey Martinath is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1998, including roles at Pruco Securities, LLC, before joining LPL Enterprise in 2024. 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, utilizing portfolios developed by LPL’s Research Department and third-party managers, with additional services in financial planning, insurance, and trust custody.

William Kehoe is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 37 years of industry experience. He worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. 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 uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and related financial services.

Karen French is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has a long tenure with Prudential Insurance Company of America, dating back to 1987. French is also involved in fiduciary activities related to the Winifred M French Living Trust. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through its affiliated entities.

Jason Morris is a financial advisor with LPL Enterprise in Downers Grove, IL, holding Series 63 and 66 licenses and 11 years of industry experience. His prior roles include positions at Moreton Capital Markets, Fifth Third Bank and Securities, and Robert W. Baird & Co. Outside of advisory services, he owns Fresh Coat & Revive LLC, a business focused on furniture refinishing that he maintains as a hobby. 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’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and lending products.

Constance Stewart is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she teaches mathematics at Morton College, Triton College, and a local community college, and operates a tax preparation service during tax season. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Jackson Best is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and The Next Level Planning Group. Outside of finance, he is involved with Stockholm’s Restaurant and Brewery. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs predominantly model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Eugenia Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and has been self-employed through Acco-Pro since 2002. 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 utilizes model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Peter Pandula is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise, he spent 12 years at BMO Bank. He also teaches at Liberty University and is employed at VYSoft Solutions Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers model-driven investment solutions, financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.

Christian Martinez is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. 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 financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Bianca Bowman is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Bankers Life and Heartland Bank & Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven approach using portfolios developed by research and third-party strategists and offers access to financial planning, third-party asset managers, and various affiliated financial products and services.

Timothy Leonchik is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, Pruco Securities, Principal Securities, and Principal Life Insurance Company. 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 utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Ajit Gandhi is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include senior market sales and the sale of non-variable insurance products related to Medicare Supplement and fixed insurance. 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, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Alan Williams is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Prudential Insurance Company of America from 1982 to 2024 and has been with LPL Enterprise since 2024. Williams serves as a board member for Manteno Township, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and other entities through a large network of representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Ryan Vest is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Homeside Financial, Sentinus Securities, Eagle Strategies, and New York Life. Outside of his advisory work, he is a business owner of 5 Star Sports Training & Fitness, DBA D1 Training. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Brandon Trojanowski is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Brandon is involved in the sale of fixed insurance products. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Walter Meyers is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at OSAIC, Woodbury Financial Services, LPL Financial, Fifth Third Securities, A. G. Edwards & Sons, and Morgan Stanley DW Inc. He serves as a non-profit board member for River Bend HOA. 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 utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance, and trust-related services through affiliated entities.

James Kupres is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Kupres performs as a solo acoustic musician providing live entertainment at local venues. LPL Enterprise serves a broad 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 financial planning, access to third-party asset managers, and a range of brokerage and insurance services through affiliated entities.