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Daniel K

Series 66

Rochester, NY

LPL Enterprise

Daniel Keirsbilck is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. 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 employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance products.

Tax-loss harvesting
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Stephen C

Series 66, Series 63

Rochester, NY

LPL Enterprise

Stephen Cymbal is a financial advisor with LPL Enterprise in Rochester, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Brighton Securities, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Tax-loss harvesting
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Justin W

Series 66

Rochester, NY

LPL Enterprise

Justin Wolf is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Equitable Advisors, LLC for three years and is involved with MC Management since 2022. He also operates Elderly Care Guidance LLC and has held various roles in related fields. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Myra M

Series 63, Series 66

Rochester, NY

LPL Enterprise

Myra Miller is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, AXA Advisors, and Primerica. 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 primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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