Karin Wessel is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., Spar, and Allstate Insurance Company. 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, consulting, model portfolio programs, and access to third-party asset management, combining advisor services with brokerage and insurance products on an integrated platform.

Andrew Rutner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, Truist Financial, American Heritage Federal Credit Union, and Firstrust Bank. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers. The firm integrates financial planning with brokerage and insurance products and manages lending programs, providing clients with a comprehensive platform for wealth management.

Jonathan Scott is a Series 66-licensed advisor with LPL Enterprise, based in Holmdel, NJ, and has two years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, and Liberty Mutual Insurance. Outside of financial advising, he is co-owner of Humidor Cigar Group LLC, a hospitality business involved in cigar sales and relationship management. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Colin Wingate is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Prudential Financial and teaching positions at Widener University and St. Augustine Preparatory School. He also has experience outside finance working at Airborne Systems and in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Christian Foli is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has previously worked at TD Ameritrade Inc. for 15 years and has been with LPL Enterprise since 2025. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing research, model portfolios, and third-party management in a platform that integrates adviser programs with financial products such as insurance.

Steven Reina is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 20 years of industry experience, including roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Lincoln Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Joseph Perna is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His career includes positions at Prudential Insurance Company of America, Wells Fargo & Co., and several advisory firms. 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 arrangements, and a range of brokerage and insurance products via an integrated platform.

Richard Tighe Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and the New Jersey Economic Development Authority. He also has experience in public service with the Township of Hamilton. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products, supported by an integrated platform that combines advisor programs with other financial services.

Dipak Shah is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through a platform that integrates advisory and brokerage channels.

Owen Stauffer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various roles including at Kay Jewelers and Provident Bank. 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.

Yahui Lu is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, Merrill Lynch, and Morgan Stanley. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Michael Blutstein is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including nearly three decades at Pruco Securities, LLC prior to joining LPL Enterprise. He is also involved in Medicare Supplement Insurance as a non-variable insurance commission agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing an integrated platform that combines adviser programs with sales of financial products and partnerships with third-party asset managers.

William Bertscha is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at LSEG, ICE, Oppenheimer & Co, Northwestern Mutual, Tullett Prebon Financial Services, and Tradition Securities and Derivatives. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products on an integrated platform.

Robert Coon is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and Wachovia Bank. Outside of advising, he is also active as an artist and musician. 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 utilizing model portfolios, third-party asset management programs, and a range of financial products through its integrated platform.

Darren James is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Cetera, Reach Financial, Network Capital, and New York Life. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

John Duggan is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Cetera and Mid Atlantic Resource Group. Outside of advising, he has worked in customer service positions at hospitality establishments such as the Driftwood Motel. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a single platform, utilizing both in-house and third-party portfolio strategies.

Manjula Alagani is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Equitable Advisors, LLC and has over a decade of experience with H&R Block. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment products through an integrated platform that combines advisory programs with brokerage and insurance options.

Jonathan Pierro is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Before joining LPL Enterprise, he worked at Deloitte LLP and other firms, and also has experience in education and various business roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Mcgovern Jr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory work, he is involved with NJPAIP and NJIUA. 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 arrangements, and a range of brokerage and insurance products.

Yue Lin is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Enterprise since 2024, following six years at Pruco Securities, LLC. Outside of finance, he has been involved with Delfy Music Inc. since 2010. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model wealth portfolios, asset management, and insurance products.