Leslie Shepardson is a financial advisor with LPL Enterprise holding a Series 63 designation and has 10 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Company of America and Pruco Securities, LLC, with earlier experience at Allstate Insurance Co. Outside of advising, Leslie volunteers as a note-taker for the Whitesboro Gymnastics Boosters, a nonprofit organization. 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 employs a model-driven investment approach, utilizing portfolios developed by in-house research and third-party strategists, and offers financial planning, access to asset managers, and a wrap program.

Richard Bramley is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Pruco Securities, LLC for 38 years 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, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Donna Kratzenberg is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.