Jared Roush is a financial advisor with LPL Enterprise in Kendallville, IN, holding Series 63 and Series 65 designations and having nine years of industry experience. He previously worked at Valic Financial Advisors for nine years and Simplx Security for three years. Outside of advising, he is involved as an insurance agent offering non-securities insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm combines advisory services with brokerage and insurance offerings, utilizing model portfolios, third-party asset managers, and an integrated platform that includes LPL’s collateralized lending program.

Matthew Shull is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in managing property rentals as president of 1030 Properties LLC and also works in health insurance and Medicare supplement sales. 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 services such as financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Dalton Smith is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Thrivent Investment Management Inc. In addition to his advisory role, he works as an insurance agent selling Medicare, life, and extended care insurance products. 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 portfolios, and third-party asset management, combining advisor programs with active sales of various financial products, including insurance.