Ethan Bjerke is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at Deloitte, EY, Moss Adams, and KPMG, along with aviation studies. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and provides access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Aaron Mayer is a financial advisor with LPL Enterprise in San Diego, CA, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Mayer serves as a hockey coach for the Ray & Joan Kroc Center and the San Diego Saints Hockey Club. 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, utilizing a model-driven investment approach and offering access to third-party asset managers and wrap programs.

Guy Zamohi is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has been a business owner of Pro Locksmith since 2010. Zamohi’s experience includes business ownership outside the financial industry. LPL Enterprise provides investment advisory and brokerage services to individuals, 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 insurance product sales through affiliated entities.

Archievhal Alvarado is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior roles include positions at Edward Jones, City National Bank, and JP Morgan Securities. Outside of finance, he is involved in BowtiedJ Events as a musician. LPL Enterprise 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, leveraging portfolios developed by its research team and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Kevin Dowell is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Edward Jones from 2023 to 2025. He serves on the board of the Aviaro Oaks PTA in Carlsbad, CA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrapped portfolio programs.

Ivan Jones is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple financial services firms including Prudential Insurance Company of America and Guardian Life. Outside of finance, Jones is involved in virtual fitness coaching and works as an Uber driver. 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 financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jack Rousso is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He has worked at LPL Enterprise since 2025 and also maintains roles in the hospitality sector with Snake Oil Craft Cocktails and Cloak and Petal. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to insurance products and affiliated trust services.

Andrew Hallett is a Series 66-licensed financial advisor with LPL Enterprise in San Diego, CA. He has been in the industry since 2024, with prior experience at Voya Financial and Two Magnolias. Additionally, he has an ongoing affiliation with the University of California, Berkeley. 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 approach includes model-driven investment implementation and access to third-party asset managers, alongside services such as financial planning, trust custody, insurance sales, and lending programs.

Christopher Gregson is a financial advisor with LPL Enterprise in San Diego, CA, holding a Series 66 credential. He has been with LPL Enterprise since 2025 and has prior experience in roofing and insurance services. Gregson is involved with Emerald Street Capital and has a longstanding role at I-Surance Insurance Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Marcus Parker is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Parker’s background also includes roles outside finance at Lyft and Enterprise Rent A Car. LPL Enterprise provides 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 utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

Arun Rajaram is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including Merrill Lynch, The Prudential Insurance Company of America, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Stephen Denbraver is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has previously worked with The Prudential Insurance Company of America, Pruco Securities LLC, and Pacific Advisors. Outside of finance, he teaches group fitness classes as a coach at MOA Fitness. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Angelina Blackwell is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has prior work history with Prudential Insurance Company of America, Pruco Securities LLC, and Rocket Mortgage. Outside of her advisory role, she maintains a broker office at Avenue3 Realty, focusing on mortgage and real estate services for family and friends. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and a wrap program.

Gina Scafani is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, she was associated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, she teaches yoga classes and supports new instructors at CorePower Yoga, a role she has held since 2013. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Nicholas Ng is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has less than one year of industry experience. His prior work background includes roles at Carlsbad Tax, Tami J. Dunham, CPA, and Whipt Bakery. 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 implementation typically follows model-driven portfolios developed by internal and third-party strategists, with a notable focus on financial planning, third-party asset manager access, and affiliated non-securities products and services.

Moustafa Madkaur is a financial advisor at LPL Enterprise with two years of industry experience. He previously worked at Edward Jones, City National Bank, and First Republic Bank. Outside of advising, he owns Mediterranee Catering, a catering business based in San Diego. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Sean Sutton is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes operating The Yogurt Mill, a business he has been involved with since 2019. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, insurance products, and affiliated trust and lending services.

George Hotaling is a financial advisor with LPL Enterprise in San Diego, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Edward Jones, and the California National Guard. He has also been affiliated with the University of San Diego in a professional capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various affiliated services.

David Mather II is a financial advisor at LPL Enterprise with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and multiple employee benefits firms. He volunteers at the Rady Children's Hospital Foundation in San Diego. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Jack Patterson is a financial advisor with LPL Enterprise based in San Diego, CA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and university fiscal services at Cal Poly San Luis Obispo. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Maha Mansour is a financial advisor at LPL Enterprise with a Series 66 license and five years of industry experience. Her prior roles include positions at Prudential-Shahir Hanna and California Bank and Trust, as well as earlier experience with Wells Fargo Investments. Mansour also maintains involvement in a non-variable insurance agency based in El Cajon, CA. 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 organizations. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust custody services.

Francisco Uribe Romeo is a financial advisor at LPL Enterprise in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Enterprise, he has been involved with Lowtown Consulting since 2018 and has held roles at Human Longevity Inc. and Tismoo Biotech. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of financial planning, asset management, and insurance-related services.

Selena Wimbish is a financial advisor at LPL Enterprise with a Series 66 designation. She began her advisory career in 2026 and has held positions at Prudential Financial, Republic Finance, and educational institutions including Francis Marion University and East Tennessee State University. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and provides a range of financial planning and consulting services.

Christopher Robinson is a financial advisor with LPL Enterprise in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved in the culinary event industry as an event manager and part-time server. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.