Alec Aronstam is a financial advisor with LPL Enterprise in New York, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Fidelity Investments, MML Investors Services, MassMutual Life Insurance, and MetLife. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs, along with affiliated trust, insurance, and lending services.

Ezekiel Zimmerman is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and MassMutual. He is also involved in the sale of life, disability, long-term care insurance, and annuities from insurance companies other than Guardian. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Na Li is a Certified Financial Planner® currently with LPL Enterprise, holding Series 63 and Series 66 licenses, and has five years of experience in the financial industry. Prior to joining LPL Enterprise, Li worked at JP Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, Li has been involved with Yoga Journey for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, as well as corporate and charitable entities. The firm offers financial planning and consulting, access to third-party asset managers, and utilizes model-driven investment strategies developed by LPL’s Research Department and affiliate partners.

Vytalyy Derkach is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses. He has been affiliated with LPL Enterprise since 2025 and has prior experience at PRUCO Securities, LLC, as well as running his own firm, Vytalyy Derkach Inc., for ten years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christopher Gobles is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Keller Williams NYC. Outside of his advisory work, he serves as a cantor and leader of song at Immaculate Conception and Our Lady of Assumption Church. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to external asset managers, and a wrap program.

Thomas Rigelhaupt is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Bethpage Federal Credit Union. 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 employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Ted Newman is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. 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 organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Sidney Kowal is a financial advisor with LPL Enterprise holding a Series 66 designation and 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1999 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Matthew Wall is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and VOYA Financial Advisors. Wall also serves as a servicing agent for fixed annuity and fixed life insurance policies written before his tenure at Prudential. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including 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, third-party strategists, and TAMP sponsors, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mahesh Krishnan is a financial advisor at LPL Enterprise with Series 66 and Series 63 credentials and 11 years of industry experience. His prior work includes roles at Merrill for nine years and BOFA Securities for two years. 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 employs a model-driven investment approach utilizing portfolios developed by its Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

John Harrison is a financial advisor with LPL Enterprise in New York, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Outlier and Hot Bagels and More, as well as teaching experience at The Browning School. 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 utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Ruth Rennert is a financial advisor at LPL Enterprise with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1974. In addition to her advisory role, she is involved with Assured Partners Northeast LLC in property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Nicholas Di Minno is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at Equitable Advisors, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience working in the solar industry and retail. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and related services.

Rafael Rubiera is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill, TIAA-CREF, Tiaa, State Farm, and Asesores Amadeus. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Lin Baron is a financial advisor at LPL Enterprise with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial services firms. Based in New York, NY, Baron has worked across multiple firms within the insurance and securities sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Yang Liu is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2001. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and various financial planning services.

Gary Goldman is a financial advisor with LPL Enterprise, holding 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients for nearly five decades. In addition to his advisory role, Goldman has involvement in property and casualty investment-related activities in New York. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth, corporate, and charitable investors. The firm employs a model-driven investment approach, offers access to third-party asset managers, and facilitates a range of financial planning and insurance services.

Justin Nixon is a financial advisor with LPL Enterprise in New York, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Legendary Financial Group, MassMutual, Northwestern Mutual, and American Income Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rebecca Sosa Coba is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her background includes roles associated with Yale University, the Princeton Review, and Frost Valley YMCA. LPL Enterprise, LLC 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 utilizes a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Andrew Shapiro is a financial advisor with LPL Enterprise holding a Series 63 designation and 40 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife-related firms. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products.