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Taylor M
Series 63, Series 65
Irwin, PA
LPL Enterprise
Taylor Marziotto 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. Outside of advising, he serves as an assistant junior varsity volleyball coach for Franklin Regional School District. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, 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.
James R
Series 63, Series 65
Irwin, PA
LPL Enterprise
James Ryan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 35 years and has operated James B. Ryan Insurance and Financial Services since 2012. Outside of advising, he serves as a high school basketball and baseball referee in Western Pennsylvania. 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 brokerage and insurance products through an integrated platform that combines investment advice with other financial solutions.
Daniel M
Series 66
Irwin, PA
LPL Enterprise
Daniel Morgano is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Clarity Financial. 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, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.
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