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Matthew R

Series 66

Ft. Washington, PA

LPL Enterprise

Matthew Robinson is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of experience in the financial industry, following prior roles at Comcast Corporation and PricewaterhouseCoopers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael J

Series 66

Ft. Washington, PA

LPL Enterprise

Michael Johnson is a Series 66-licensed financial advisor with LPL Enterprise in Ft. Washington, PA, and has seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as an assistant coach for the boys' golf team at Hatboro-Horsham High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio access, and a variety of investment and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brandon O

Series 66

Ft. Washington, PA

LPL Enterprise

Brandon Oruch is a financial professional with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has also worked as a food delivery driver for DoorDash. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services using a platform that integrates financial planning, model portfolio management, and insurance products through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jonathan V

ChFC®, Series 63, Series 65

Ft. Washington, PA

LPL Enterprise

Jonathan Viscounte is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he spent 39 years at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America since 1985. Outside of advising, he is a notary and is involved in insurance and financial services through Viscount Financial LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio management, and access to brokerage and insurance products through an integrated platform combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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