Jeremy Sassanella is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Park Avenue Securities, and Guardian Life Insurance. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

Bethany Youngs is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials, bringing 13 years of industry experience. Her previous roles include positions at JP Morgan Securities, Fifth Third Bank, BMO Harris Financial Advisors, Bank of America, and Merrill. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services.

Joseph Richardson is a financial advisor with LPL Enterprise based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at W & S Brokerage Services, Western & Southern Life, and Growth MVMT, as well as military service in the United States Army Reserve. Richardson also operated Richardson Auto Sales for ten years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and various insurance and trust services through affiliated entities.

Jonathan Owens is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and The Prudential Insurance Company of America. Owens is based in Indianapolis, IN. 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 uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Bullick is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Edward Jones, First Farmers Bank and Trust, and Raymond James Financial Services. Bullick is also involved with Asbury Country Church, where he has served since 2005. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Judd Cromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and his own firm, Cromer & Company. He is also a member of the Knights of Columbus, volunteering with the nonprofit in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and it offers financial planning, access to asset managers, and participation in wrap programs.

Brian Coffey is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, MML Investors Services, Mass Mutual Life Insurance Company, New York Life Insurance, Merrill, Banc One Securities Corporation, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated services including trust custody and insurance products.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at Indiana University and Soft Touch Moving and Storage. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Jaiden Patel is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently based in Indianapolis, IN. Patel has been with LPL Enterprise since 2026 and has experience in business operations through ownership of Tsunami Express Car Wash. Prior to entering the financial industry, Patel completed studies at Purdue University and held several roles in education. 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 employs a model-driven investment approach and offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Jordan Bradley is a financial advisor with LPL Enterprise in Indianapolis, 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 finance, he is involved with Shipley's Tavern and Hanover College. LPL Enterprise, LLC serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Braxton Barton is a financial advisor with LPL Enterprise in Indianapolis, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles 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 utilizes model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Christopher Weymouth is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he serves as a school bus driver for Lawrence Township Transportation in Indianapolis. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.

Shelby Utterback is a financial advisor with LPL Enterprise, holding a Series 66 license and based in Indianapolis, IN. Shelby has no prior industry experience and has been with LPL Enterprise since 2026. Outside of advising, Shelby is involved in the dental field, with recent work history at several dental practices and the IU Dental School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Charles Holden is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and has involvement in several business ventures, including All Aspects Restoration and CH Mechanical Holdings Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, 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 and third-party strategists, and it also offers access to third-party asset managers and insurance products through affiliated entities.

Christopher Boylan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has previously worked at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of his advisory role, he works as a rideshare driver delivering groceries in Indianapolis. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services.

John O Brien is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Fifth Third Securities and The Prudential Insurance Company of America. He serves on the board of the Booth Tarkington Civic Theatre, a nonprofit arts organization in Carmel, IN. LPL Enterprise provides investment advisory and brokerage services to 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, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Nicholas Sutherlin is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Indianapolis, IN. He has been with LPL Enterprise since 2026 and has experience in education, having taught at multiple colleges and universities. Outside of finance, he has been involved in self-employment ventures and had a role at Bridges Craft Pizza and Wine Bar. 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 affiliated trust, insurance, and lending services.

Daniel Fields is an advisor at LPL Enterprise with Series 63 and Series 65 credentials and has been with the firm since 2026. He has no prior experience in the financial industry, with previous roles at Subaru of Indiana Automotive, Faith West Preschool, Domino's Pizza, Target, and CTI Personnel. 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 primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products and services through affiliated entities.

Bradley Newman is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and State Farm Insurance. Outside of his advisory work, he coaches youth sports through the Hamilton Heights Athletic Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, 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, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Jason Wiggins is a financial advisor at LPL Enterprise with six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Life Insurance Company, and American Income Life. Outside of his advisory work, he also operates an insurance brokerage unrelated to Guardian. 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 various institutions. The firm typically employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program while also facilitating insurance product sales through affiliated entities.