Valerie Lee is a financial advisor at LPL Enterprise and Prudential Financial. She holds a CFP, Series 7, and Series 65. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Kirsten Garlock is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 66 designations and with one year of industry experience. Prior to joining LPL Enterprise in 2026, she worked at Credit One Bank from 2017 to 2025. LPL Enterprise, LLC 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 implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also providing affiliated trust custody, insurance services, and a collateralized lending program.

Marc Clark Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, New York Life Insurance Company, and several hospitality and service businesses. He also maintains an outside insurance sales role as an insurance broker for life, disability, long-term care, fixed annuities, and health products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, financial planning, and insurance products via affiliated entities.

William Evans III is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at DelMorgan & Co, AviSight, and Access Health Ventures, as well as a period of self-employment. 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 typically employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.