John Whitehead is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Pruco Securities, Mass Mutual Investors Services, Royal Alliance, and Hornor Townsend & Kent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Juliet Weber is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding a Series 66 designation and one year of experience with the firm. Her prior work history includes six years at Mobile One LLC and shorter roles at Petco and Claim Jumper. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is 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 and consulting services.

Keenan Brewer is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Oregon State University and VB Windows 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 entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in various investment programs.

Jacob Hessel is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Cetera, Pete's Mountain Wealth Management, and the Oregon Trial Lawyers Association. LPL Enterprise, LLC 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 largely model-driven, offering access to third‑party asset managers and insurance products through affiliated entities.

Alexander Culhane is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has held roles in diverse fields including work with the Progressive Turnout Project and various academic institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning, asset management, and insurance products.

Steven Dutton is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including Cetera, Cascadia Advisory Services, and Pacific West Financial Consultants. Outside of his advisory work, he is involved with John Wood Inc, operating Hudson Insurance & Investment Services, which focuses on non-variable insurance. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Jacob Herr is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles, including at Lile Relocation Services and Forbes Plumbing. 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 uses model-driven portfolio strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Michelle Wilson is a financial advisor with LPL Enterprise LLC in Lake Oswego, OR, holding Series 65 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Avantax Investment Services, Inc., Johnson, Glaze, & Co. PC, and JGC Wealth Management, LLC. She is also involved with Balanced Accounting & Wealth Management, LLC, which provides tax preparation, accounting, and notary services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, access to external asset managers, and participation in wrap programs.

Wesley Peltzer is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at firms such as JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Zachary Keller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual, and New York Life, among others. Outside of finance, he has entrepreneurial experience with Momiji Sushi Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach supported by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Justin Abell is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has recently begun his advisory career in 2026 and has prior experience working at FedEx and in agricultural and machinery-related businesses. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm primarily uses model-driven investment approaches and offers financial planning, third-party asset management access, and various non-securities services through affiliated entities.

Jonathan Leslie is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Fidelity Personal and Workplace Advisors and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust custody services.

Drew Bergemann is a financial advisor with LPL Enterprise, holding a Series 66 designation and no prior industry experience. His background includes work at Oregon State University and involvement with Just Kids Skill Camps. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and consulting services.

James Wright is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Edward Jones, Fisher Investments, TD Ameritrade, and Fidelity. In addition to his advisory role, he serves as a Medicare advisor with NW Medicare Advisors, assisting individuals eligible for Medicare enrollment. 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 with access to third-party asset managers, offering financial planning, consulting, and participation in wrap programs.

Aidan Jensen is a financial advisor with LPL Enterprise, holding a Series 66 license. Based in Lake Oswego, OR, he began his advisory career in 2025. Prior to joining LPL Enterprise, he completed four years at Colby Sawyer College and has experience in education. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.