Daniel Vega Jr. is a CFP® professional at LPL Enterprise with 12 years of industry experience. His career includes roles at firms such as Equitable Advisors, Barnum Financial Group, and Merrill. He is involved with Policy Genius as a general agency for final expense insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Clinton Cameron is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, JPMorgan Chase Bank, and SunTrust Advisory Services. LPL Enterprise provides investment advisory and brokerage services to a diverse 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 its research department and third-party strategists, and offers a range of financial planning and consulting services.

Gregory Prymaczek is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Allstate Financial Services, AXA Advisors, and Signature Bank. He also serves as an independent agent for Combined 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’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, with additional services including financial planning, access to asset managers, insurance product sales, and affiliated trust custody and lending programs.

John Petrizzi is an advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1983. 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 typically implements investment strategies through model-driven portfolios developed by LPL’s Research Department and third-party portfolio strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Steven Sasson is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and has four years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and various financial planning services.

Terrence Fenton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in hospitality and tourism, having been involved with a restaurant and tour operations in Jamaica. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Matt Curry is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he operates Curry Financial Group, Inc., a corporation offering financial services related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by its research team and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Robert Austin is a Series 66-licensed financial advisor at LPL Enterprise with 14 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC, where he worked for over three decades combined. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal and third-party strategists, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. 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 and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Charles Mccann is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and MML Investors Services, LLC. Outside of his advisory role, he coaches basketball skill development through Offseason LLC and serves as a first responder with the FDNY. 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 employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Suresh Malavia is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise in 2024. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Steven Keane is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and previously at Pruco Securities, LLC. Keane is also associated with The Katz Group as a financial advisor. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, providing financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Benjamin Lee is a Series 66 licensed advisor with LPL Enterprise, LLC, based in Melville, NY. He has one year of industry experience and previously worked in accounting and various service roles. Benjamin’s background includes work at Youngsun Kang CPA PC and operational roles in the food service industry. LPL Enterprise, LLC serves individual and high-net-worth clients, retirement plans, banks, and charitable entities, offering financial planning, advisory services, and access to third-party asset managers. The firm’s investment approach is largely model-driven, utilizing portfolios developed internally and by external strategists.

Ronald Zucker is a Series 63-credentialed financial advisor at LPL Enterprise with 35 years of industry experience. He worked at Pruco Securities, LLC for 33 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning through a network of investment adviser representatives.

Nicholas Costanza is a CFA® charterholder with seven years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing Services LLC, and The Ayco Company LP. He also serves with the Suffolk County Police Department. 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 utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and related brokerage and insurance services through a broad network of investment adviser representatives.

Howard Shuldiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 29 years at Pruco Securities, LLC. Outside of his advisory work, Shuldiner offers defensive driving classes to clients through 500 DRIVE Inc. and serves as a commercial property and casualty insurance agent at Simon Pastonand Sons Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside access to third-party asset managers and wrap programs.

Lee Lessing is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory roles, he has been involved with Lessing's Inc for nearly two decades. LPL Enterprise serves a broad client base, including individual and high-net-worth investors as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through its network of investment adviser representatives.

Drew Parisi is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, and Chelsea Financial Services. Outside of advisory work, he is involved with Parisi Capital Inc., focusing on health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of non-securities products through affiliated entities.

John Hartnagel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. Outside of his advisory role, he owns and coordinates a virtual referral networking group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Romina Marion is a financial advisor with LPL Enterprise, holding a Series 66 credential and 24 years of industry experience. She previously spent 24 years at Merrill in various roles before joining LPL Enterprise in 2026. Outside of advisory work, she is involved in a non-variable insurance agency business. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.