Evan Oxley is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at Equitable Advisors, LLC, and has diverse experience across various industries including education and small business operations. Oxley also has involvement in non-variable insurance agency activities related to his advisory role. LPL Enterprise serves individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Devin Green is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise since 2024. His prior experience includes roles at Equitable Advisors, Insero & Co. CPAs, LLP, SUNY At Brockport, and Wegmans Food Markets. 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 investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Benjamin Patrzalek is a CFP® with 10 years of industry experience, currently associated with LPL Enterprise, LLC. Prior to joining LPL Enterprise in 2025, he spent a decade at Equitable Advisors and five years at Axa Advisors, LLC. LPL Enterprise, LLC 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 model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Salvatore Cutaia is a financial advisor at LPL Enterprise with Series 66 credentials and just over a year of industry experience. His prior work includes roles at Equitable Advisors and Paychex, as well as experience outside finance, including operating car wash businesses and involvement with local educational institutions and a district umpire association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers services such as financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Tyler Shufelt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, he worked at NYLIFE Securities LLC and New York Life, and has experience outside finance in the retail and food service industries. He also serves as a Life Insurance Case Manager for Traditions Financial Group, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Dylan Wiemer is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he held various roles including positions at Nazareth University and SUNY Brockport. Outside of finance, he has experience in landscaping and minor entrepreneurial activities. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by in-house and third-party strategists, and it offers a range of financial planning, advisory, and brokerage services.

Jayne Knowlton is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and two years of industry experience. Her prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. She also has experience in healthcare and education sectors, including positions at Highland Hospital and Roberts Wesleyan College. Additionally, she is registered as a Social Security Analyst and holds a non-variable insurance license. LPL Enterprise, LLC 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 and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Branden Kuzel is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 63 designation and has worked at LPL Enterprise since 2024, previously spending nine years with Pruco Securities, LLC. 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’s investment approach is typically model-driven, offering access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Jarrid Rockwood is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, Rapid Response Monitoring, and United Parcel Service. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and wrap programs.

Eric Hurley is a financial advisor with LPL Enterprise in Pittsford, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Evans Bank, LPL Financial, and New York Life, among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust-related services.

Zachary Kuhn is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles in various sectors such as retail and education, including positions at Lowe’s, SUNY Oswego, and Tom Wahl’s. LPL Enterprise serves a broad 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 LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Zachary Daigle is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Pruco Securities LLC and Hartwell Financial Strategies. Outside of his advisory work, he has been involved with 5 Points Wine and Liquor and works part-time as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutions. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Kyle Arena is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at MJS Insurance Agency, LLC, Northwest Bank Corp, and New York Life Insurance Co. Outside of his advisory role, he works as a waiter at Oak & Apple Cidery in Penfield, NY. LPL Enterprise serves a broad range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides financial planning, access to third-party asset managers, and operates a model-driven investment approach supported by in-house research and external portfolio strategists.

Patrick Case is a financial advisor at LPL Enterprise, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for ten years at Northwestern Mutual in various capacities including wealth management and investment services. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, using portfolios developed by internal research and third-party strategists, and it offers access to third-party asset managers, financial planning, and a wrap program.