Brandon Jansma is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for the majority of his career prior to joining LPL Enterprise. Outside of his advisory role, he is a co-owner of a dance studio serving children and adults, providing occasional financial planning advice to the business. LPL Enterprise offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs model-driven investment strategies and provides access to third-party asset managers, along with insurance and trust services through affiliated entities.

John Zeff is a Series 66–registered financial advisor with LPL Enterprise LLC, based in Irvine, CA, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles in education and small business operations, including positions at the University of California, Merced, Cypress Community College, and Safe Splash Swim School. 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 employs a model-driven investment approach, offering services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Carlos Naranjo is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. He has 18 years of industry experience, having previously worked at Pruco Securities, U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. 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 various related services.

Madatya Nersesian is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Gabriel Ramos is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at EcoPsystems Financial LLC and Northwestern Mutual in various roles, and spent 13 years at JP Morgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research team and third-party strategists, and it offers financial planning, access to asset managers, and affiliated non-securities services such as trust custody and insurance products.

Bradley Cormack is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Chapman University and SemiDice. 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 utilizing portfolios developed by LPL Research and third-party strategists, and it offers access to financial planning, asset management, and insurance products through affiliated entities.

Vincent Yado is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at American Senior Benefits for four years and spent seven years with the Chelsea School District. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust, insurance, and lending services.

Kalid Kouatli is a financial advisor with LPL Enterprise and holds Series 63, 65, and 66 credentials. He has two years of industry experience, including prior roles at Advanced Sterilization Products, General Electric, and Medline. Outside of his advisory work, he is active as a soccer referee. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm typically uses model-driven investment implementation and offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

David Doerner is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has recently joined LPL Enterprise in 2026 and has prior experience with firms including Fenthum Schweiz AG, Aviva Investors Schweiz GmbH, and Pictet Asset Management SA. 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 uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Heather Johnson is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and three years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she has worked in education-related positions with organizations such as Polaris International Education, Inc. and Gate 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 primarily model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Bonnie Crandall is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Prudential Insurance Company of America since 2000 and was with Pruco Securities, LLC from 2000 to 2024. Outside of her advisory role, she serves as Assistant General Manager at Win and Max, LLC, a hospitality business. 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 a range of brokerage and insurance products.

Gregory Giddings is a financial advisor with LPL Enterprise in Irvine, CA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Clearview Investment Partners, Stifel, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns G-force Surfboards, a business based in Costa Mesa, CA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brenda Labar is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. LPL Enterprise provides investment advisory and brokerage services to individuals, 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, along with affiliated trust custody, insurance, and lending services.

John Kimsey is a financial advisor with LPL Enterprise holding a Series 66 designation and five 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 a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Bryan Cripps is a financial professional at LPL Enterprise with one year of industry experience. His prior work includes roles at Northwestern Mutual, Burnham-Ward Properties, Trammell Crow Company, and Banc of California. He is also involved in a non-variable insurance agency. 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 investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kurtis Neeld is a financial advisor at LPL Enterprise with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other roles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and various financial planning services.

Jeffrey Sanguedolce is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2025. He previously worked at New York Life from 2020 to 2025 and held a role at Netcom Technologies from 2014 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 uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and other related services.

Josue Lopez is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His career includes roles at Merrill, JPMorgan Chase Bank, and Allstate Financial Services. He also has experience operating Omega Accounting & Notary Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementations and offers access to third-party asset managers and insurance products through affiliated entities.

Cidilea Mayumi Daikuhara Santos is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, Eagle Strategies LLC, and New York Life Insurance Co. She also has experience in insurance agency operations through a non-variable insurance business. 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 using portfolios developed by internal research and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Samuel Stribich is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has less than one year of industry experience, having joined LPL Enterprise in 2026. Prior to his advisory role, his work history includes positions outside the financial industry, including at Home Depot and educational institutions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.