Jonathan Ferrufino is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Citizens Securities, Inc., Citizens Bank, Wilson-Bennett Technologies, and Stony Brook University. LPL Enterprise serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, utilizing a platform that combines proprietary research, model portfolios, third-party asset management, and affiliated insurance products.

Edgar Montenegro is a financial advisor with LPL Enterprise, holding a Series 63 designation and 15 years of industry experience. His background includes roles at The Prudential Insurance Co. of America, Mass Mutual Investors Services, and a family business, Stiegelbauer Associates. He also serves on the fundraising and membership committee for The Big I Suffolk County, a nonprofit focused on community education in insurance. 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, consulting, model portfolio management, and access to various brokerage and insurance products within an integrated platform.

Olivia Alba is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and Morgan Stanley Smith Barney. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment advice, insurance products, and collateralized lending.

James Montijo is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has previously worked with firms including The Prudential Insurance Company of America, Cetera, Allied Wealth Partners, and MassMutual. Prior to entering the financial sector, he worked at Autopart International for six years. LPL Enterprise, LLC 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 brokerage and insurance products, utilizing an integrated platform that combines adviser programs with sales of financial products and a collateralized lending program.

Maria Giatzikis is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at LPL Enterprise since 2026 and concurrently has been employed by the Department of Education since 2018. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels. The firm’s integrated platform combines advisor programs with sales of financial products and leverages third-party portfolio strategists for managed accounts.