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Haley T
Series 66
Louisville, KY
LPL Enterprise
Haley Turner is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities LLC and The Prudential Insurance Company of America. She is also involved in educational roles at the University of Kentucky and its affiliated athletic tutoring program. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.
Caleb R
Series 63, Series 65
Louisville, KY
LPL Enterprise
Caleb Riley is a financial advisor at LPL Enterprise with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Burlington Alliance Capital Management, Prudential Insurance Company of America, and Northwestern Mutual. Outside of his advisory work, he is a sports official and fitness coach in Louisville, KY. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.
Don H
Series 66
Louisville, KY
LPL Enterprise
Don Hart is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial services firms. Outside of finance, Hart has served as a sports announcer for the University of Kentucky Athletic Department since 2000, as well as for EKU and Transy sporting events. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with product sales and leverages LPL’s research, model portfolios, and third-party portfolio management.
Wade W
Series 66
Louisville, KY
LPL Enterprise
Wade White II is an advisor at LPL Enterprise with a Series 66 designation and recent industry experience. He has held roles at Morehead State University and operates a window cleaning business, D&W Window Cleaning LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing an integrated platform that combines advisory services with a range of financial products.
Charles S
Series 66
Louisville, KY
LPL Enterprise
Charles Satram 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 and Pruco Securities LLC, as well as academic positions at the University of Louisville and Keiser University. He also served five years in the U.S. Army and operated a self-employed business for ten years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party asset management, and a range of financial products, supported by an integrated platform that includes insurance offerings and collateralized lending programs.
Ethan P
Series 66
Louisville, KY
LPL Enterprise
Ethan Puffer is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held various roles in lawn services, healthcare, and educational institutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs through both advisory and brokerage channels.
Cody S
Series 66
Louisville, KY
LPL Enterprise
Cody Smith is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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, consulting, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.
Laneetra M
Series 66
Louisville, KY
LPL Enterprise
Laneetra Miller is a Series 66-licensed financial advisor with LPL Enterprise, based in Louisville, KY, and has one year of industry experience. Prior to joining LPL Enterprise, she worked at Pruco Securities LLC and operated The Miller's Wealth Management for three years. She is also a mortgage loan originator involved in mortgage and real estate services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.
John P
Series 63, Series 65
Louisville, KY
LPL Enterprise
John Piascik is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a caddy at Valhalla Golf Club, assisting golfers with reading greens and club selection. 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, Model Wealth Portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Nancy A
CFP®, Series 63, Series 65
Louisville, KY
LPL Enterprise
Nancy Ary is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 63 and Series 65 licenses, with 31 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 19 years. In addition to her advisory role, she is involved in selling health insurance through PlanChoice, Inc. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a broad selection of brokerage and insurance products through an integrated platform.
Melvin G
Series 63, Series 66
Louisville, KY
LPL Enterprise
Melvin Goss Jr. is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Silver Oak Securities, and Certified Retirement Resources. 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, access to model portfolios, third-party asset management platforms, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisor programs with active sales of financial products.
Joshua G
Series 66
Louisville, KY
LPL Enterprise
Joshua Garcia is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Purdue Federal Credit Union, Potts Construction, and Walmart Corporation. He also worked at Purdue University and has experience in various roles outside finance. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.
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