Bradley Jones is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. His career includes prior roles at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. Outside of advisory services, he is involved in real estate brokerage through Condor Real Estate. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Hritz is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves as the pole vaulting coach for both boys' and girls' teams at Aliso Niguel High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning and consulting through a large network of investment adviser representatives.

Joel Guerra Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Prudential Insurance Company of America since 1994 and was previously affiliated with Pruco Securities, LLC. Guerra also operates ClearPath Team Financial and Insurance Services, providing financial planning and insurance services. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, with additional services in insurance and trust custody.

James Lee is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is an investor in Harbor Med Tech, a business entity unrelated to investment advisory services. 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 uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products such as trust custody and insurance services.

Leslie Asare is a financial advisor at LPL Enterprise with 14 years of industry experience. They hold Series 63 and Series 65 designations and have previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Leslie is involved as an insurance investment representative with several health insurance companies. 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 uses model-driven investment implementation, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Rebecca Eggers is a financial advisor at LPL Enterprise with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of her advisory role, she coaches high school lacrosse in Corona, CA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Razina Rahmatullah is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities, using primarily model-driven investment approaches developed by internal and third-party strategists.

Zakir Gunja is a financial advisor at LPL Enterprise in Irvine, CA, holding Series 63 and Series 65 designations with 30 years of industry experience. His prior experience includes long-term 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 individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program, with additional services such as affiliated trust custody and insurance product facilitation.

Daniel Cassiere is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Republic National Distributing Company for five years and American Honda Motor Company for twelve years. 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 also offers affiliated insurance and trust services.

Jimmy Azling is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including prior roles at Pruco Securities, LLC, and over 30 years as president and sole owner of Azling & Associates, Inc., a CPA firm providing tax and accounting services. Azling also leads a real estate brokerage and mortgage loan origination business. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sarah Campbell Besso is a CFA® charterholder with 10 years of industry experience. She currently works at LPL Enterprise and has previously held positions at Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Bank of America, N.A., and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients, utilizing model-driven portfolios and offering financial planning, third-party asset manager access, and insurance product facilitation.

Todd Clucas is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and several wealth management firms. He serves as a finance officer for the Sons of the American Legion, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s approach is typically model-driven, offering access to third-party asset managers, financial planning, and a variety of affiliated financial products and services.

William Suvoy is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. His career includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC dating back to 1977. 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 offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Samuel Lee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses. He has one year of industry experience, beginning his advisory role in 2026. His prior work includes service with AmeriCorps VISTA from 2020 to 2022 and six years at Case Western Reserve University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Thomas Marks II is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, Nylife Securities Inc., and New York Life Insurance Company. Marks also maintains an active role as a financial planner with Orange County Advisors. 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 portfolios and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Michael Colgan is a financial advisor with LPL Enterprise holding a ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and was associated with Pruco Securities, LLC. He also operates a financial planning business and serves as a Social Security payee. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Matthew Fine is a financial advisor with LPL Enterprise, holding the Series 66 designation and one year of industry experience. His prior work includes roles at JIT Logistics, PRUCO Securities, LLC, and the Alpacka Group LLC. Outside of financial advising, he manages kitting and production projects at JIT Logistics. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutions. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios wrap programs.

Barbara Loos is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Primerica Advisors. She is also active as a Prudential-sponsored non-variable insurance agent in Irvine, California. 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 financial planning, access to third-party asset managers, and participation in wrap programs, with notable involvement in affiliated insurance and trust services.

Michael Martinez is a Series 66–licensed financial advisor with 13 years of industry experience. He currently works at LPL Enterprise and has previously held roles at The Prudential Insurance Company of America, Pruco Securities LLC, Equitable Advisors, Bank of America, Merrill, UPS, Wells Fargo Clearing, and Edward Jones. Martinez holds a real estate license, although it is not currently in use. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Maureen Umana Boone is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. She also manages accounting for a business entity called Hispanica DBA Umana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s approach is typically model-driven, offering access to third-party asset managers and wrap programs, alongside affiliated insurance and trust services.