William Eaton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1981 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Cassandra Beran is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she owns a photography business called 90th Street Studio in Eau Claire, WI. 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 model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to non-securities products and affiliated insurance services.