Allison Kees is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. She serves as Secretary on the board of Gathering Place International Ministries, 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 network of investment adviser representatives. The firm’s approach includes model-driven investment implementation, financial planning, and access to third-party asset managers and insurance products.

Joe Mangiafico Jr. is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in selling and servicing health insurance through Perspective Financial Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services in financial planning, trust custody, insurance products, and lending programs.