Amy Bennage is a financial advisor with LPL Enterprise in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. She is also involved in non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to proprietary model portfolios and third-party asset managers. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

Lily Kuzel is a financial professional with LPL Enterprise and holds the Series 66 designation. She has prior experience at Prudential from 2021 to 2025 and has recently engaged in an insurance-related business activity. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Stephen Bergonzi is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms. Outside of advising, he is also licensed as an attorney and offers Medicare-related insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services through a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Michael Curtis is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. He is also involved in Curtis Forestry, an ongoing business since 2001. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers both advisory and brokerage services, utilizing a platform that combines investment advisory programs with brokerage and insurance products, supported by LPL’s research, model portfolios, and third-party portfolio strategists.

Kristen Gawron is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 designation and four years of industry experience. She has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through 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 its integrated platform.