Fermon Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and The Prudential Insurance Company of America. He has also been involved with Oasis Of Hope Baptist Church. 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 and insurance products through an integrated platform.

Jeremy Sassanella is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 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, 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, and access to model portfolios and third-party asset management, combining adviser programs with sales of various financial products including insurance.

Bethany Youngs is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at JPMorgan Securities, BMO Harris Financial Advisors, Bank of America, Merrill, and Fifth Third Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers a range of financial planning, asset management, and brokerage products, utilizing an integrated platform that combines adviser programs with active sales of other financial products.

Joseph Richardson is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at W & S Brokerage Services, Western & Southern Life, and Growth MVMT, alongside military service in the United States Army Reserve. Outside of finance, Richardson has experience in the automotive sales industry through Richardson Auto Sales. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with insurance offerings through an affiliated agency.

Michael Zelisko is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent 16 years at Mike Anderson Chevrolet of Merrillville, Inc. Zelisko is involved with Prudential-sponsored non-variable insurance activities. 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, and access to various investment programs, combining advisory services with insurance and brokerage products on an integrated platform.

Jonathan Owens is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Michael Bullick is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior roles include positions at Edward Jones and Raymond James Financial Services. Outside of his advisory work, he has been involved with Asbury Country Church since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products via an integrated platform.

Judd Cromer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, Money Concepts Capital Corp, and operated Cromer & Company for over four decades. Cromer is also a volunteer member of the Knights of Columbus in Indianapolis. 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 portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Brian Coffey is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, MML Investors Services, Mass Mutual Life Insurance Company, and New York Life Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform that combines adviser programs with other financial product sales.

Sandro Smith is an advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he worked in educational roles at Indiana University and in moving and storage services. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory and brokerage services through an integrated platform that combines adviser programs with access to third-party portfolio management and insurance products.

Jaiden Patel is a Series 66 licensed financial advisor with LPL Enterprise in Indianapolis, IN. He has been with LPL Enterprise since 2026 and has prior experience in entrepreneurial ventures including operating Tsunami Express Car Wash. LPL Enterprise serves a diverse client base 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 an integrated platform combining advisory and brokerage services.

Jordan Bradley is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Shipley's Tavern and has held various roles at Hanover College. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists, along with integrated financial product offerings including insurance.

Clayton Christman is a Series 66-licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has held roles at The Prudential Insurance Company of America and StartEngine Primary, LLC. Outside of his advisory work, he has part-time employment in client services at Target. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Braxton Barton is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and The Assurance Group. Barton is based in Indianapolis, IN. 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 through an integrated platform that combines adviser programs with sales of financial products and lending solutions.

Christopher Weymouth is a financial advisor with LPL Enterprise in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is employed as a school bus driver for Lawrence Township Transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through integrated advisory and brokerage channels.

Shelby Utterback is a financial advisor with LPL Enterprise holding a Series 66 designation. Shelby has been with LPL Enterprise since 2026 and has prior experience in the dental and healthcare sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Charles Holden is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Charles Schwab & Co., Inc. and MWA Financial Services Inc., among others. Outside of financial services, he has ongoing business interests in restoration and mechanical services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Christopher Boylan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Pruco Securities LLC, BMO Bank, the University of Southern Indiana, and Live Nation. Outside of finance, he is involved in rideshare services through Shipt, delivering grocery orders in Indianapolis during evenings and weekends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset management.

John O Brien is a financial advisor with LPL Enterprise based in Indianapolis, IN. He holds the ChFC® designation and has 12 years of industry experience. His prior roles include positions at Fifth Third Securities, PRUCO Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a board member for the Booth Tarkington Civic Theatre, a nonprofit arts organization in Carmel, IN. 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 model portfolios and third-party asset management via an integrated platform that combines advisory programs with brokerage and insurance product sales.

Nicholas Sutherlin is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. His background includes roles in education at several universities and community colleges, as well as entrepreneurial work as a self-employed individual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.