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 at LPL Enterprise with a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in horse braiding in Montpelier, VA. 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 primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and asset management services.

Theophilus Baidoo Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Waffle House, Inc. for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Jakob Arneson 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, and Monocacy Crossing. 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’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Koppelman is a CFP® licensed financial advisor with five years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, and Windsor Communities. Outside of his advisory role, he is involved with Precision Wealth Planners, a business related to his LPL activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust and lending services.

Joel Greenberg is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Eagle Strategies (NY Life), and Securian Financial Services, Inc. He also engages in Prudential-sponsored non-variable insurance activities. 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 financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Ken Furuya is a financial advisor with LPL Enterprise holding the ChFC® and Series 66 designations and has 22 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Danni Shen is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Shen worked 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 Hua Sports, both nonprofit organizations. 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 with access to third-party asset managers and offers a range of financial planning and consulting services.

Macaughlan Byrne Houser is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Houser held roles at several companies, including Stonemor Inc, USP of Pittsburgh LLC, and Byrne-Houser L.L.C. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jacob Scarbath is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Equitable Advisors, Howard County Arts Council, and multiple other organizations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and various advisory programs through a large network of representatives.

Matthew Veland is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Veland serves on the boards of two nonprofits, PACC MDC in Washington, DC, and FilExcellence in Arlington, VA. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Daniel Ator is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he held roles at Always Ice Cream Company and the University of Maryland. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Benjamin Duhoski is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. LPL Enterprise provides advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable 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 and financial planning services.

Jesse Rivas is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, National Life Group, and Hill International. 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 utilizes model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Russell Brooking is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials 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 previously held roles in the hospitality industry and worked in education before entering finance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and 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 products through affiliated entities.

Christopher Mc Allister is a CFP® professional with eight years of experience in financial services. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities, and other firms. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and wrap programs.

Luis Lopez Portillo is a Series 66 licensed financial advisor with LPL Enterprise LLC, based in North Bethesda, MD. He began his career at Rethos, where he worked for 20 years before joining Beall Enterprises Inc. and LPL Enterprise in 2025 and 2026, respectively. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Brady Bassford is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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 employs a model-driven investment approach using portfolios developed internally and by third-party strategists, offering financial planning, access to asset managers, and participation in wrap programs.

Norris Brodsky is a financial advisor with LPL Enterprise LLC, holding the CFP® and PFS™ designations and possessing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves as a board member of the Baltimore Estates Planning Council. 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 with access to third-party asset managers and offers a range of services including financial planning, consulting, and insurance product sales through affiliated entities.

Charles Burguieres is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. He has worked with Prudential Insurance Company of America since 2019 and has experience in the hospitality sector with PM Group Hospitality. Burguieres also has entrepreneurial involvement related to Platinum Point Financial, offering financial planning and property and casualty 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 uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, with notable involvement in non-securities products and affiliated insurance services.

Nicolas Thornton is a financial advisor with LPL Enterprise in Rockville, MD, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been involved with Maine Couch Guy since 2023. 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 emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trustee services.

Stephen Jallah is a financial advisor with LPL Enterprise LLC based in North Bethesda, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at First Command Brokerage Services, Northwestern Mutual, and Family First Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Sherali Shermohamad is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes eight years at Stargates Inc and six years at 3 T International Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Daniel Kurtz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities, and First Command Financial Planning. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach, offers access to third-party asset managers and wrap programs, and is notable for its offerings in affiliated trust services, insurance products, and lending programs.

Andrew Mainz is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Pruco Securities, LLC, SunTrust, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is employed as a leasing office concierge at Dweck Properties. 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 typically implements investment strategies through model-driven portfolios and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Finn Parkinson is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he has worked in education at various institutions including St. Mary's County Public Schools and St. Mary's College of Maryland. Outside of advisory work, he is involved with the Breton Bay Golf & Country Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, employing portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Cole Draper is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and McAdam LLC. Outside of his advisory work, he serves as a public notary and is cofounder and chief operating officer of Velocity Capital Consulting. 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, third-party strategists, and TAMP sponsors.

Vanessa Echeverria is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at Ameriprise Financial LLC and Stoneford Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Camden Butler is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior professional background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual 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 and charitable entities. The firm’s approach emphasizes model-driven investment implementation, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.

Mark Sheinkopf is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 50 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 primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap 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 teaching positions at Elon University and Joel Barlow High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.