Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Trinity Hammerschmidt is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, she was associated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in horse braiding in Montpelier, VA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with a range of financial products and third-party asset management.

Theophilus Baidoo Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC, as well as employment outside the financial sector at Waffle House, Inc. Baidoo is involved in insurance agency activities linked to his advisory role. LPL Enterprise, LLC serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to managed portfolios. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Jakob Arneson is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs, and brokerage products, utilizing a platform that integrates investment advice with insurance and lending solutions.

Matthew Koppelman is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Precision Wealth Planners, a related business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, 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.

Joel Greenberg is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes financial planning and insurance products.

Ken Furuya is a financial advisor with LPL Enterprise and holds the ChFC® and Series 66 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in non-variable insurance activities through Prudential’s affiliated insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services that range from financial planning to access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Danni Shen is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, BOC International (China) Co., Ltd., and Bank of China. Shen serves as treasurer and board member of the Tsinghua Alumni Association in Greater Washington DC and as treasurer for Hua Sports, both nonprofit organizations. 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, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Macaughlan Byrne Houser is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining LPL Enterprise, they held roles at Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C., among others. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Anthony Spano is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in North Bethesda, MD. He has held roles at multiple organizations since 2016, including Seventy2 Capital and Saggar & Rosenberg, P.C., and is currently affiliated with LPL Enterprise since 2026. Outside of financial services, his work history includes positions in education and the hospitality industry. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering services through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Jacob Scarbath is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Equitable Advisors and involvement with the Howard County Arts Council. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Matthew Veland is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He serves on the boards of two nonprofits, PACC MDC and FilExcellence. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Benjamin Duhoski is a Series 66 registered advisor with seven years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Prior to his financial career, he was a full-time student for nine years. 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 arrangements, and a broad range of brokerage and insurance products.

James Crandall is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones and NYLife Securities, as well as over a decade at the American Petroleum Institute. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services such as financial planning, third-party asset management, and brokerage and insurance products through an integrated platform.

Jesse Rivas is a financial advisor at LPL Enterprise with a Series 66 designation and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with active product sales.

Russell Brooking is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and McAdam LLC. Outside of his advisory work, he has experience in the food service industry and education. 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, model portfolio management, third-party asset management, and access to a wide range of brokerage and insurance products.

Christopher Mc Allister is a CFP® professional with eight years of industry experience, currently serving as an advisor at LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm’s platform integrates adviser programs with a range of financial products and utilizes both proprietary and third-party portfolio management resources.

Luis Lopez Portillo is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has over 20 years of industry experience, including two decades at Rethos prior to joining LPL Enterprise. He is also involved with Beall Enterprises Inc. Luis is based in North Bethesda, Maryland. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

Brady Bassford is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. 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, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines adviser programs with active financial product sales.

Norris Brodsky is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Brodsky serves on the board of the Baltimore Estates Planning Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance and lending products.

Charles Burguieres is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. Outside of his advisory work, he is involved in property and casualty financial planning through Platinum Point Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to third-party asset management, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Nicolas Thornton is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and McAdam LLC, as well as service in the United States Coast Guard. Outside of advisory work, he has been involved with Maine Couch Guy since 2023. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Stephen Jallah is a financial advisor with LPL Enterprise holding a Series 66 designation. He has recently begun his career in the industry and has prior experience with firms including First Command Brokerage Services, Northwestern Mutual, and Combined Insurance. Outside of his advisory work, he has experience running a café and involvement in entrepreneurial ventures. 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 services, and brokerage products through an integrated platform that includes proprietary and third-party investment programs as well as insurance products.

Daniel Kurtz is a CFP® professional with 12 years of industry experience. He currently works at LPL Enterprise and has prior experience with firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Ameritas Advisory Services, and First Command Financial Planning. His other business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC 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, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Andrew Mainz is a Series 66 registered financial advisor with 12 years of industry experience. He is currently with LPL Enterprise, having joined in 2024, and previously worked at Pruco Securities, LLC for six years. Outside of his advisory role, he is involved with leasing office concierge services in Cockeysville, MD. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through integrated platforms that combine model portfolios, third-party asset management, and insurance products.

Finn Parkinson is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has worked at LPL Enterprise since 2026 and has a background in education, including positions at St. Mary's County Public Schools and several Maryland schools from 2016 to 2025. Outside of his advisory role, Parkinson is involved with the Breton Bay Golf & Country Club. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance products through an extensive platform.

Cole Draper is a financial advisor with LPL Enterprise in Rockville, MD, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at The Prudential Insurance Co. of America, PRUCO Securities, LLC, and McAdam LLC. Outside of advising, he serves as a cofounder and Chief Operating Officer of Velocity Capital Consulting and works as a public notary. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios, combining adviser programs with active sales of financial products and affiliated insurance services.

Vanessa Echeverria is a CFP® with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Ameriprise Financial LLC and The Prudential Insurance Company of America. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, model portfolio programs, third-party asset management arrangements, and access to various brokerage and insurance products.

Camden Butler is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Mark Sheinkopf is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over five decades. 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 research, model portfolios, and third-party asset management programs.

Robert Babcock is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Marsh McLennan Insurance, and Elon University. Babcock is also involved with MainBridge Wealth, a DBA related to his LPL 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.