Daniel Egan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been professionally involved as a musician, performing as a trumpet player with several orchestras including the Richmond Symphony Orchestra and the Houston Symphony. He also teaches music at the National Music Festival. 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.

Spencer Coor is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, State Farm, 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, and corporate and charitable entities. The firm uses model-driven investment strategies developed by its research team and third-party portfolio strategists, offering financial planning, access to external asset managers, and participation in wrap programs.

Michael Sobilo is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and LPL Financial, LLC. Outside of advisory work, he is involved with J M Ford & Associates, offering health insurance solutions in Roanoke, VA. LPL Enterprise provides 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, financial planning, and various non-securities products through affiliated entities.

Harry Matheney II is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. Matheney is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s approach relies on model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Gaines III is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Gaines also serves in the United States Navy, a role he has held since 2013. 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 access to third-party asset managers, financial planning, and various affiliated services.

John Miller III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term tenures at Prudential Insurance Company of America and Pruco Securities, LLC, along with prior work at Morgan Keegan & Company, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Andrew Brancaccio is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. 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 employs a model-driven investment approach and offers financial planning, third-party asset manager access, and an affiliated insurance agency.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was affiliated with Pruco Securities, LLC for 20 years prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jared Troutman is a CFP® professional affiliated with LPL Enterprise, with nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. 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 utilizes model-driven investment implementation, offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

Kristen Spurlock is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Oasis Employment Services, and MSI Financial Services. LPL Enterprise provides investment advisory and brokerage services to a range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.