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 worked at firms including Pruco Securities, Mass Mutual Investors Services, Royal Alliance, and Hornor Townsend & Kent Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm delivers investment advice primarily through adviser representatives using proprietary research, model portfolios, and third-party strategists, alongside financial planning and access to various financial products.

Jacob Hessel is a financial advisor at LPL Enterprise with the Series 66 designation and four years of industry experience. His prior roles include positions at Cetera and Pete's Mountain Wealth Management. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Alexander Culhane is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. His background includes roles at Arizona State University, Northern Arizona University, and involvement with the Progressive Turnout Project. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products through its affiliated entities.

Steven Dutton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He previously worked at Cetera and Cascadia Advisory Services and has been involved with Tillamook Bay Community College. Outside of his advisory role, he is associated with Hudson Insurance & Investment Services, a non-variable insurance business. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Jacob Herr is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Lile Relocation Services and Forbes Plumbing. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Michelle Wilson is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Avantax Investment Services, Johnson, Glaze & Co. PC, and JGC Wealth Management. Outside of advisory work, she is involved with Balanced Accounting & Wealth Management, LLC, where she provides tax preparation, accounting, and notary services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Wesley Peltzer is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at firms including JPMorgan Chase Bank, Ameriprise, Wells Fargo Clearing, and BMO Harris Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Zachary Keller is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Mass Mutual Insurance Company, and New York Life Insurance Company. Outside the financial industry, he was involved in the restaurant business, including ownership of Momiji Sushi Inc. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services including financial planning, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Justin Abell is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience working in agriculture-related businesses and with FedEx. Abell is based in Lake Oswego, Oregon, and began his advisory role with LPL Enterprise in 2026. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Jonathan Leslie is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Enterprise. His work history includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Prudential Insurance Company of America, and Pruco Securities, LLC. He operates out of Lake Oswego, Oregon. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining adviser programs with brokerage and insurance product sales through an integrated platform.

Drew Bergemann is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2026 and has prior experience in education, including roles at Oregon State University, Just Kids Skill Camps, Sunset High School, and Stoler Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform that combines advisory and brokerage capabilities.

James Wright is a financial advisor with LPL Enterprise in Lake Oswego, OR, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a Medicare advisor through a separate activity, assisting individuals enrolling in Medicare. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Aidan Jensen is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he was a student at Colby Sawyer College and has no previous industry experience. He is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.