Tyler Adams is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, he has been a self-employed freelance musician since 2003 and owns two businesses: Adams Vintage Keyboard Services and The Jauntee, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients 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 affiliated insurance and trust services.

Kent Engel is a CFP® professional with six years of industry experience, currently associated with LPL Enterprise. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and New York Life. Engel also teaches at the University of Colorado. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Raymond Dahlman III is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at DSA Financial Group, Investment Professionals, Inc., and Ameriprise. 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 utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning and consulting services.

Michael Truskowski is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with LPL Enterprise LLC and has previously worked at Edward Jones and several other advisory and financial services firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and it offers services that include financial planning, access to external asset managers, and participation in wrap programs.

Elizabeth Walker Sadler is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, T. Rowe Price, Transamerica Financial Advisor, and World Financial Group. She was also involved in real estate through Walker Realty International for nine years. 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 financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Martin Benz is a Series 66-licensed financial professional with one year of industry experience, currently affiliated with LPL Enterprise LLC. His prior roles include positions at Compsych and Gibbons-White LLC, among others. He is also involved in a non-variable insurance agency based in Boulder, Colorado. 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 model-driven investment strategies and offers access to third-party asset managers, with additional services including financial planning and affiliated insurance and trust custody offerings.

Philipp Ponomarev is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in non-variable insurance activities associated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and an affiliated insurance agency, with a notable role in non-securities products and trustee services.

Kyle Wong is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at Allstate Finance Services and has experience in real estate through roles at EXP Realty and Pikes Peak Dream Homes Realty. Outside of finance, he is involved with the Centennial Gun Club. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by internal research and third-party strategists, alongside financial planning and access to various asset managers.

Edward Johnson is a financial advisor with LPL Enterprise in Englewood, Colorado, holding a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as prior employment with several gig economy companies. Outside of finance, he is the owner and band leader of American Soil/The Chaperones, a music group based in Englewood. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and asset management services.

Thomas Mclaughlin is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Frontier Asset Management and Jackson National Life Distributors LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and other related services.

Brandon Shaw is a financial advisor with LPL Enterprise LLC in Englewood, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Aspen Creek Wealth Management, Aspen Creek Wealth Strategies, Tyler Wealth Management, Peyton Resource Group, and Edward Jones. Shaw also engages in financial planning through Aspen Creek Wealth Strategies, where he dedicates significant time monthly. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services.

Tyler Franks is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Great West Financial, and Northwestern Mutual Investment Services. 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’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Joseph Weintraub is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Prudential Insurance Company of America, BOK Financial Private Wealth, and Transamerica Investors Securities Corporation. Outside of his advisory role, he is employed as a cashier in Greeley, Colorado. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Wyatt Bohren is a financial advisor at LPL Enterprise with a Series 65 credential and less than one year of industry experience. His career includes roles at Academy Bank and Northwestern Mutual, as well as service in the US Army Reserves since 2023. He has also worked in the hospitality industry and retail sector. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, 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 offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Theodore Manzanares is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, banks, and charitable entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Stephanie Newby is an advisor with LPL Enterprise holding Series 63 and Series 66 designations. She has less than one year of industry experience, having joined LPL Enterprise in 2026. Prior to her advisory role, she worked in various roles including at Charles Schwab & Co., Inc. and in pet services and hospitality sectors. LPL Enterprise, LLC 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 strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Joseph Pszeniczka is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL, he worked at Envestnet, Inc. from 2016 to 2021 and is also involved with Blue Note Event Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities, primarily using model-driven investment implementation and offering access to third-party asset managers.

George Caulkins is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial Services - Integrity Wealth Group. Outside of finance, he has experience with Rack Attack and Two Boys and a Mower. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional 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 wrap programs.

John Pershing is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SECURITIES AMERICA, Inc., The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual 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 participation in the Model Wealth Portfolios wrap program.

Edward Haibt is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory role, he coordinates flight charters for AllSource PPS in Huntington Beach, CA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

James Lafemina Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment solutions through its network of investment adviser representatives.

Derek Suboticki is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Edelman Financial Engines, Charles Schwab, Transamerica Capital, Bank of the West, and Fidelity Investments. He holds Series 63 and Series 66 licenses. 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, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Timothy Weishaar is a financial advisor with LPL Enterprise who holds Series 63, 65, and 66 designations and has 24 years of industry experience. His professional background includes roles at Voya Financial Partners, OneAmerica Securities, GWFS Equities, and other firms. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and also offers financial planning, insurance products, trust services, and collateralized lending programs.