David Holstein is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Infinex Investments, First State Bank & Trust, and Edward Jones. Outside of finance, Holstein serves as a firefighter with the Kansas City Kansas Fire Department and owns a residential cleaning business. 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, third-party strategists, and TAMP sponsors.

Margaret Swords is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. Outside of advising, she is involved as a sales associate at a local lawn and garden business. 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’s investment implementation is typically model-driven, offering access to third-party asset managers and various financial planning services.

Brett Banks is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at firms such as The Prudential Insurance Company of America, Wells Fargo Advisors, and Edward Jones. Banks receives profit share from a former real estate investment. 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 uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Dustin Spears is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Sandler Financial Solutions LLC, a business focused on the sales and service of insurance and investment products. 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 primarily employs model-driven investment strategies and offers access to third-party asset managers and specialized programs.

Jeremy Sandler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and joined LPL Enterprise in 2024. 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 and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Joshua Baker is a Series 66-licensed financial advisor with LPL Enterprise in Overland Park, KS. He began his advisory career in 2025 after previous roles in various industries, including automotive services and retail. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Louis Stein is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.