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Courtney B
Series 66
Newark, DE
LPL Enterprise
Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise in Newark, DE, and has two years of industry experience. Prior to joining LPL Enterprise, Brobst worked with The Prudential Insurance Company of America and Pruco Securities. Outside of advisory work, Brobst is an independent Medicare insurance contractor. LPL Enterprise, LLC serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.
Marcus K
Series 66
Newark, DE
LPL Enterprise
Marcus Kindervater is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he has experience as an independent Medicare insurance contractor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.
Benjamin S
Series 66
Newark, DE
LPL Enterprise
Benjamin Schoeffler is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and other firms. Outside of advising, he is involved as a Medicare advisor in a related financial services business. 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, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.
Joseph G
Series 63, Series 65
Newark, DE
LPL Enterprise
Joseph Garrity is a financial advisor with LPL Enterprise in Newark, Delaware, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Citizens Bank and First Citizens Community Bank. He also sells Medicare Supplement and Medicare Advantage insurance policies through United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.
Cindy G
Series 63, Series 65
Newark, DE
LPL Enterprise
Cindy Garrity is a financial advisor with LPL Enterprise in Newark, DE, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America N.A., Merrill, and Citizens Securities Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and an integrated platform that includes insurance products through an affiliated agency.
Cameron M
Series 66
Newark, DE
LPL Enterprise
Cameron Michalak is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial for two years. Outside of his advisory role, Michalak is a varsity soccer coach at Tome School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.
David S
Series 63, Series 66
Newark, DE
LPL Enterprise
David Swaney Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, AXA Advisors, and Farmers Insurance Group. Swaney is also involved in selling Medicare Advantage and Supplement insurance through independent channels. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services with insurance offerings through an affiliated agency.
Nathan L
Series 66
Newark, DE
LPL Enterprise
Nathan Leo is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is an active member of IATSE Local 52 and is involved in social media activities through Garden State Time. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with insurance products and lending solutions.
Albert M
Series 63, Series 65
Newark, DE
LPL Enterprise
Albert Minutola is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including prior roles at Cetera, Questar Capital Corporation, and operating his own financial services firm since 1989. Outside of advising, he is involved in tax preparation and serves as a board member of a homeowner association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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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