Marina Ageyeva is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the ChFC® designation and licenses including Series 63 and Series 65. Her career includes roles at firms such as New York Life Insurance Company, Eagle Strategies, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm’s investment approach often involves model-driven portfolios developed by internal and third-party strategists, complemented by access to financial planning, third-party asset managers, and affiliated trust and insurance services.

Malcolm Pierre is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent over three decades at Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Dwight Williams is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, 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.

Dylan Davis is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved with The Enrichery, a community-focused organization. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending services through affiliated entities.

Austin Rieff is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he served seven years in the United States Army and held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a pet sitter in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tri Nguyen is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Houston, TX. Nguyen has no prior experience in the financial industry but has worked in various sectors including skincare, engineering, shipping, and logistics. Outside of finance, Nguyen is involved with Li Beauty House Skincare Spa, a business active since 2020. 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 services such as financial planning, access to third-party asset managers, and a wrap program known as Model Wealth Portfolios.

Scott Hurwitz is a financial advisor with LPL Enterprise holding a Series 66 designation and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, with additional services including affiliated trust custody and insurance products.

Christina Ma is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a managing member of Rayma LLC, a real estate rental business based in Houston, TX. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in a wrap program.

Harrison Wang is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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 primarily employs model-driven investment implementation and offers access to third-party asset managers, along with affiliated trust and insurance services.

David Harris is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, PRUCO Securities, and The Prudential Insurance Company of America. He serves on the board of Woodridge Baptist Church, reviewing financial assistance requests for members and others. 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 using portfolios developed by LPL’s Research Department and third-party strategists.

Thong Phan is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in variable insurance-related activities. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm uses model-driven investment implementation, offers access to third-party asset managers and TAMPs, and operates a wrap program along with affiliated insurance and trust services.

Bryan Mayo is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 66 licenses and with one year of industry experience. Before joining LPL Enterprise in 2025, he worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has continued employment as a service advisor and state inspector at Kwik Kar in Houston. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual 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 insurance products through its network of investment adviser representatives.

Harry Perrin is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Apple Inc. for nine years. Outside of his advisory role, Perrin is active as an artist and musician. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities services.

Barbara Janik is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions with major companies such as Walmart, DoorDash, Uber, and Instacart. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to insurance products, trust services, and a collateralized lending program.

Mario Yearwood is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Marcus Ma is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Marcus also serves as an advisor in group medical insurance and health insurance sourcing through Walker Benefit Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Christopher Jordan is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior positions include roles at Prudential Insurance Company of America, Pruco Securities, LLC, and VALIC Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Christopher Blackburn is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones, AllState Insurance Company, Prudential Insurance Company of America, E*Trade Securities LLC, Morgan Stanley, and Citigroup Global Markets. Blackburn serves on the board of the Mustang Playhouse Booster Club, a nonprofit organization in Sugar Land, TX. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s model-driven investment approach incorporates portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and services that include affiliated insurance and trust custody.

Kerwyn Escayg is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Ameriprise Financial Services, Escayg & Associates, and The Prudential Insurance Company of America. He also markets his LPL business under the name KNJ Wealth Management Group LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and 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 affiliated insurance and trust services.

Stephen Blevins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked in various roles including with Storm Tight Windows and as an Amazon independent contractor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Kofoworola Akosile is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Prudential Insurance Company of America since 2016 and previously with Pruco Securities, LLC. Akosile is also involved in academia through her long-term roles at the Bauer College of Business Dean’s Office and the University of Houston. Additionally, she is the Founder and CEO of DreamMaker Financial, an entity related to her LPL business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment portfolios developed by internal and third-party strategists and offers services such as financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Giao Pham is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is a Treasurer for the Vietnamese Chamber of Commerce, a non-profit organization, and serves as a backup ambassador for Harris Health Ben Taub Hospital in Houston. 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, leveraging portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Yuenyee Ma is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at Prudential Insurance Company of America since 1992, including through its affiliate Pruco Securities, LLC, prior to joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and brokerage services.

Samuel Adebiyi is a Series 66 registered advisor with LPL Enterprise based in Houston, TX. He began his advisory career in 2026 following roles at the University of Houston Clear Lake and College Renaissance Corps. LPL Enterprise, LLC offers 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 with access to third-party asset managers and provides additional services including financial planning, insurance product sales, and affiliated trust custody.

Christopher Hanna is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Lyn Huck Estate Services and Abilene Christian University. His other business activities include involvement in non-variable insurance through an insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm uses model-driven investment strategies primarily through third-party asset managers and offers services such as financial planning, access to model portfolios, and insurance product sales via affiliated entities.

Manuel Aragon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with Prudential Insurance Company of America since 2003 and with Pruco Securities, LLC. from 2003 to 2024. In addition to his advisory role, he is also licensed as a health insurance broker. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, and it offers various financial planning and insurance-related services through affiliated entities.

Daniel Roberts is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Roberts Remodeling and Del Papa Distributing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Patrick Robinson is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has experience working with several independent school districts in the Houston area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Jason Benton is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles with Gulf Coast Scuba, Texas Caribbean Charters, 15 Whiskey LLC, Great Dane Production Services LLC, and Bio-One Atlanta. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s investment approach typically uses model-driven portfolios developed by internal research and third-party strategists, offering access to third-party asset managers and various financial planning services.

Sonya Troullier is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Hornor Townsend And Kent, Inc, Penn Mutual Life Insurance Co, and Wealth Development Strategies Investment Advisory, Inc. She is also engaged in financial planning through a DBA entity affiliated with her LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Eric Burns is a financial advisor with LPL Enterprise holding a Series 66 designation and recent industry experience across several firms. His prior work includes roles at Western & Southern Life, Edward Jones, Fidelity Investments, PNC Bank, and BBVA. He has also been affiliated with American Public University since 2017. LPL Enterprise, LLC offers 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 provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Robert Rhoades is a financial advisor with LPL Enterprise in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he was associated with The Prudential Insurance Company of America and Pruco Securities LLC. Additionally, he is involved with Three Bears Real Estate, Inc., a mortgage and real estate services business where he has worked for over a decade. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment strategies primarily based on portfolios developed by LPL’s Research Department and third-party strategists.

Mary Chu is a financial advisor with LPL Enterprise holding a Series 66 license and four years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Uber and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically implements investment strategies through model-driven portfolios and offers access to third-party asset managers and financial planning services.

Preslav Evlogiev is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held positions in various companies, including Press Co LLC and Texas United Realty. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and a range of financial planning services.

Christopher O'Banner is a financial advisor with LPL Enterprise LLC based in Houston, TX, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior roles include positions at MissionSquare Retirement, CSO Analytic Capital Management LLC, and Allstate Insurance Company. He also operated a tax preparation business alongside his advisory work from 2018 to 2020. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Claudia Trevino is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and VALIC Financial Advisors. Outside of her advisory work, she volunteers at the Houston Livestock Show and Rodeo and serves as a notary. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs a model-driven investment approach with access to third-party asset managers and insurance products through affiliated entities.

Denise Navarrete is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, 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 entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and operates affiliated insurance and trust services.

Paul Dickens is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America, Guardian Life Insurance Company, and Edward Jones. Outside of his advisory role, he is involved with LLH Healthcare, a company providing health insurance to low-income businesses. LPL Enterprise serves 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 using portfolios developed by internal research teams and third-party strategists, and offers financial planning, access to asset managers, and brokerage services.

Marissa Persaud is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Prudential Insurance Company of America since 2016 and was affiliated with Pruco Securities, LLC from 2016 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is model-driven, offering financial planning, third-party asset manager access, and participation in a wrap program, along with brokerage and insurance-related services through affiliated entities.

Kayla Stark is a financial advisor at LPL Enterprise with 15 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Ameriprise Financial Services, Edward Jones, The Prudential Insurance Company of America, and PRUCO Securities. Outside of her advisory work, she serves on the board of the Orangefield Little Dribblers nonprofit and volunteers with the Orange Texas Rotary Club. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.