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Mark E

Series 63, Series 65

Phoenix, AZ

LPL Enterprise

Mark Emberton is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 27 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Client One Securities, and Rock Bridge Financial. He is also a commissioned notary in Phoenix, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through a combination of advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management programs, and access to a range of financial and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Steven A

Series 66

Phoenix, AZ

LPL Enterprise

Steven Andrews is a financial advisor with LPL Enterprise in Phoenix, AZ. He holds a Series 66 credential and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Ski Pro for six years and has other experience including roles at BeatBox Beverages LLC and the University of Arizona. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with the sale of financial products such as insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Stephen G

Series 66

Phoenix, AZ

LPL Enterprise

Stephen Gilbert is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, W&S Brokerage Services, Western & Southern Life, Bankers Life Securities, and AB Analytics. He is based in Phoenix, AZ. LPL Enterprise serves a diverse client base 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, utilizing an integrated platform that combines advisory programs with brokerage and insurance product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nason K

Series 66

Phoenix, AZ

LPL Enterprise

Nason Kube is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Armada Corp and as a self-employed financial professional. His background also includes roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, with an integrated platform that includes insurance products and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew H

Series 66

Phoenix, AZ

LPL Enterprise

Andrew Hickman is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services from 2018 to 2026 and has additional experience in international business roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, combining these with brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kimberly H

Series 63, Series 66

Phoenix, AZ

LPL Enterprise

Kimberly Herrera is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and BBVA affiliates. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Gilbert V

CFP®, ChFC®, Series 63, Series 65

Phoenix, AZ

LPL Enterprise

Gilbert Valadez Jr. is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and over 39 years of industry experience. He has a long tenure with Prudential Insurance Company of America starting in 1986 and transitioned to LPL Enterprise in 2024. Outside of his advisory work, he owns a golf club regripping business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. 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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Travis B

Series 66

Phoenix, AZ

LPL Enterprise

Travis Bloom is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and various BBVA entities. He is also involved with Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a broad 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 arrangements, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael B

Series 63, Series 66

Phoenix, AZ

LPL Enterprise

Michael Byrnes is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, and JPMorgan Securities. 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 an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Timothy G

Series 66

Phoenix, AZ

LPL Enterprise

Timothy Gish is a financial advisor with LPL Enterprise LLC in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Prudential Insurance Company of America and Principal Securities INC. His other business activities include involvement in non-variable insurance agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products. The firm’s integrated platform combines adviser programs with financial product sales, including insurance, and emphasizes the use of model portfolios and third-party portfolio strategists.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Melissa S

Series 66

Phoenix, AZ

LPL Enterprise

Melissa Santangelo is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has prior experience at Pruco Securities LLC and Push Models LLC. Outside of advising, she has provided administrative support for Auxilia Asset Management since 2012. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, utilizing an integrated platform that combines advisory services with other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mark B

Series 66

Phoenix, AZ

LPL Enterprise

Mark Boykin Jr. is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he held roles at Cetera and Rayhons Financial Solutions. Before entering the financial advisory field, he worked for 14 years at Mayo Clinic. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charities, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products, relying on an integrated platform that combines advisory programs with sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joseph W

Series 66

Phoenix, AZ

LPL Enterprise

Joseph Whitfield is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of finance, he is a partner in MC6, a six-part men’s a cappella group, where he participates in performing, recording, and administrative tasks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Teressa R

ChFC®, Series 63

Phoenix, AZ

LPL Enterprise

Teressa Ryder is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the ChFC® designation and the Series 63 license. Her prior experience includes roles at New York Life Insurance Company and its affiliated securities firms from 2005 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and access to model portfolios and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Robert P

Series 63, Series 66

Phoenix, AZ

LPL Enterprise

Robert Plowman is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America Merrill, Transamerica Financial Advisors, and World Financial Group. 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 portfolio programs, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Tao L

Series 66

Phoenix, AZ

LPL Enterprise

Tao Lin is a Series 66-licensed financial advisor with LPL Enterprise in Phoenix, AZ. He has prior experience at Amazon, Globe Life Liberty National, Iqvia, and Ipsos. Lin’s industry experience began in 2025. 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, consulting, and access to various investment programs supported by model portfolios and third-party strategists.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Aaron H

Series 65, Series 63

Phoenix, AZ

LPL Enterprise

Aaron Howard is a financial advisor with LPL Enterprise in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Delphi Wealth Partners and several insurance and financial services firms. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Troy D

Series 66

Phoenix, AZ

LPL Enterprise

Troy Danoff is a Series 66-credentialed financial advisor with over 22 years of industry experience. He is currently with LPL Enterprise and has prior experience with Prudential Insurance Company of America and Pruco Securities. Danoff serves on the board of the Michael Danoff Memorial Scholarship Fund, a nonprofit that awards scholarships to qualified high school students for secondary 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, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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