Michael Praegitzer is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes positions at Microsoft Corporation, The International Finance Corporation, and Bancap Investment Group, as well as academic roles at Georgetown University and the University of Maryland. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage programs through an integrated platform.

Raymundo Valencia is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities, and Kovack Securities. In addition to his advisory role, Valencia is involved in insurance agency work and owns Valencia Wealth Management LLC. 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, model portfolio programs, and access to third-party asset managers, combining adviser programs with sales of financial products including insurance through an affiliated agency.

Monique Go is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. Her prior work history includes roles at Simple Science and Kinross. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolio programs through both advisory and brokerage channels.

Gary Miller is a ChFC® credentialed financial advisor at LPL Enterprise with seven years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Falls Lake Insurance Company. He is also involved as a non-variable insurance producer with Prudential Advisors and Crump-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, brokerage products, and insurance through an integrated platform that combines adviser programs with active sales of financial products.

Gerry Pak is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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 wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Ashley Lyne is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Irvine, CA. Lyne has been with LPL Enterprise since 2026 and also operates a business through The Ups Store. Prior experience includes work at Durham University and La Salle University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing LPL’s research, model portfolios, and third-party asset management programs.

Ryan Flynn is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Andre Yousefian is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Irvine, CA. He began his advisory career in 2026 and has experience in various sectors including hospitality and technology, with prior roles at Uber, Northrop Grumman, and managing multiple golf course operations. Outside of financial services, he is involved with The Cocktail Concierge and City Cruises. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm’s integrated platform offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

William Thomas is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has worked with LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. In addition to his advisory role, he is involved as Chief Marketing Officer with Tangram Solutions LLC, an angel-funded private company operating the MedicareWizard business. 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, and a range of brokerage and insurance products within an integrated platform.

Evan Osborne is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Evan is also an artist and musician. 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, third-party asset management, and access to a range of financial products within an integrated platform.

Jay Skolnick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and joined LPL Enterprise in 2024. Additionally, he is involved with Blue Shield of California Life & Health Insurance Company and Guardian. 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 model wealth portfolios and third-party asset management programs, supported by an integrated platform that includes insurance products and collateralized lending.

Bill Do is a Series 66-registered financial advisor with LPL Enterprise, based in Irvine, CA. He has experience working at LPL Enterprise since 2026 and previously held roles at Evergreen World ADHC and the University of California Irvine. 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’s integrated platform combines advisory programs with brokerage and insurance products, supported by both in-house and third-party portfolio management.

Isaiah Lopez is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and One America. Outside of his advisory role, he operates The TCG Tavern, a trading card game YouTube and streaming channel. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, and access to a broad range of brokerage and insurance products through an integrated platform.

Joshua Tiffany is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Tiffany has engaged in entrepreneurial activities through Tiffany Inspirations Inc. from 2012 to 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated platform.

Atsushi Kurosawa is a CFP® and ChFC® with 12 years of experience in the financial services industry. He currently works at LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, Guardian Life Insurance Company, and Park Avenue Securities. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio wrap programs, and access to brokerage and insurance products via its integrated platform.

Michael Abraham is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, BC Forward, and IBM. Outside of financial advising, he operates a human resources and talent acquisition consulting business, Talent Resource Partners, founded in 2009. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Trent Sievers is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. He has no prior industry experience but has been the owner of First Class Pizza since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, brokerage, and asset management services through an integrated platform that combines advisory and other financial product offerings.

Haiyan Yang is a financial advisor at LPL Enterprise with a Series 66 designation and recent experience in both self-employment and real estate at Coldwell Banker. Yang has been with LPL Enterprise since 2025. Outside of advising, Yang is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance product sales through an integrated platform.

Sarah Sliwowski is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. Her career includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and Pruco Securities, LLC. 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 programs, and a range of brokerage and insurance products.

Timothy Gilmore is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1994, along with a 30-year tenure at Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products via an integrated platform.