Paritosh Rajora is a financial advisor with LPL Enterprise holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Principal Life Insurance companies. He is based in San Jose, CA. 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 wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Dana Seto Chun is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. She has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and TIAA-CREF. Outside of her advisory role, she is involved with a family trust that manages real estate investments. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Gregory Wood Jr. is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 65, Series 63, and Series 66 licenses, and has previously worked at Merrill, Bank of America Securities, and Freedom Asset Management Limited. He also serves in the United States Navy Reserve Component. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and a range of advisory and brokerage services through an integrated platform that combines adviser programs with other financial products.

Yin Wang is a financial advisor with LPL Enterprise in San Jose, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Enterprise, Wang worked at The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, and New York Life. Outside of finance, Wang has worked as a dentist at Milpitas Dental Group since 2003. 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, model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Edward Madden is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Madden also acts as an insurance agent broker for individuals and small businesses. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of investment and insurance products through an integrated platform combining advisory and brokerage services.

Sophey Tiet is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Irma Quinones is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life-related entities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines adviser programs with financial product sales and access to model portfolios and third-party asset management.

David Solomon is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. In addition to his financial advising work, he has been involved in residential real estate sales and marketing with Coldwell Banker since 2010. 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, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Fred Rice is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at firms such as Charles Schwab, E*TRADE, Royal Alliance Associates, and J.P. Morgan Securities. 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 portfolios and third-party asset management arrangements through an integrated platform.

Stewart Pascoe is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 27 years of experience in the industry, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Pascoe is based in San Jose, CA. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products through an integrated platform that combines advisory programs with insurance and lending services.

James Chandler is a financial advisor with LPL Enterprise in San Jose, CA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Allstate Financial Services, PFS Investments Inc., and Primerica Financial Services. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, and institutions. The firm provides financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

Hyun Soo Jeon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Based in San Jose, CA, Jeon has been with LPL Enterprise since 2024. 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, consulting, access to model wealth portfolios, and a range of brokerage and insurance products via an integrated platform that combines advisory services with other financial products.

Peyvand Pourhosseini is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, as well as various insurance carriers and Waddell & Reed, Inc. from 2008 to 2020. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm combines adviser programs with sales of financial products and utilizes a platform featuring model portfolios, third-party asset management, and integrated insurance offerings.

David Sanepour is a Series 66–licensed financial advisor with one year of experience at LPL Enterprise. He previously worked at World Financial Group for five years and has a background that includes roles at Berkshire Hathaway HomeServices California Properties and Central Casting. Sanepour also teaches investment-related courses at Pasadena City College. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Marc Roth is affiliated with LPL Enterprise and holds a Series 66 credential. He has experience across various roles including positions at Hertz Mobility Fleet Solutions, MassMutual, New York Life Insurance Company, and entrepreneurial work such as at So Far Ocean Technologies and Imperfect Foods. Roth’s background also includes long-term gig and app-based work as well as ongoing involvement with SF Laser/Abricate. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Jo Laurie Schmeltzer is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including The Prudential Insurance Company of America and Cetera. Outside of her advisory role, she is involved in real estate services as a licensed realtor with BRG Realty. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment programs and products. The firm provides advice primarily through investment adviser representatives using model portfolios and third-party strategists, supported by an integrated platform that combines advisory programs with the sale of financial products.

Arshia Zahabi is a financial advisor with LPL Enterprise in San Jose, CA, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he owns and operates A Zahabi Management Inc., a tax preparation business, and is involved with A2Z Tax & Financials, Inc. as a real estate agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of advisory and brokerage services through an integrated platform that combines adviser programs with the sale of financial and insurance products.

Veronica Parengkuan is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. Her background includes roles at The Prudential Insurance Company of America, Mass Mutual Investors Services, and Dell. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs through a platform that integrates advisory services with brokerage and insurance products.

Rajesh Cheethirala is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, New York Life Insurance Company, and MassMutual Life Insurance Company. Outside of his advisory work, he is the president and owner of TOGO's Baskin-Robbins in Redwood City, CA. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Li Dong is a CFP® professional with eight years of experience in the financial services industry. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Transamerica Financial Advisors, Inc. Outside of advising, he offers mortgage and real estate services as well as accounting and tax preparation through his own businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, model wealth portfolio programs, third-party asset management, and access to a variety of brokerage and insurance products through an integrated platform.

Xia Wang is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. She has worked at Prudential Insurance Company of America since 2001, including a long tenure at Pruco Securities, LLC., before joining LPL Enterprise in 2024. 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 various investment and insurance products through an integrated platform.

Sharon Chen is a financial advisor with LPL Enterprise in San Jose, CA. She holds the Series 66 designation and previously worked at Moody's for four years and Wells Fargo Bank for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, and third-party asset management, combining advisor programs with the ability to offer other financial products such as insurance.

James Pascoe is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds the Series 63 and Series 65 credentials and has a long career history including Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved as an insurance agent specializing in property and casualty as well as term and non-variable insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products within an integrated platform combining advisory services with other financial products.

Jeannie Mainland is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Mainland is based in San Jose, CA. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory programs and financial product sales.

Anne Bedell is a financial advisor with LPL Enterprise, holding the ChFC® and Series 66 designations and bringing 42 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Bedell is also involved in non-variable insurance activities related to investment advisory services. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

James Gagnon Jr. is a Series 66-licensed advisor with 26 years of industry experience. He is currently with LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable health insurance activities related to Prudential. 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 portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Carlos Ruiz is a financial advisor with LPL Enterprise holding a Series 66 designation. He has one year of industry experience and previously worked at Oregon Axe and Lane County Umpires Association. Ruiz is also a student at the University of Oregon. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products through its integrated advisory and brokerage platform.

Nathaniel Chun is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Prudential, Pruco Securities LLC, and Amazon. Outside of finance, he is involved in caregiving and related services through IHSS. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios and third-party asset management.

Wansha Zhao is a financial advisor at LPL Enterprise with a Series 66 credential and experience spanning roles at MassMutual, CreditEase Investment Consulting Ltd, and Standard Chartered Bank. Zhao began their current role in 2026 and is based in San Jose, CA. LPL Enterprise, LLC 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, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products, supported by an integrated platform that combines advisory programs with other financial products and lending services.

Mark Taylor is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to entering the financial industry, he worked at Quest Software for eight years followed by six years at Dell. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Siyuan Zhang is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, and Transamerica Financial Advisors. Outside of advisory work, he leads hardware manufacturing and procurement at Glimpse LLC dba Skylight. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services across advisory and brokerage channels. The firm utilizes an integrated platform combining advisory programs with sales of financial products and manages investments through proprietary research, model portfolios, and third-party strategists.

Jasper Smith is a financial advisor with LPL Enterprise in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a board member for the Urban Financial Services Coalition's SF Bay Area Chapter and is active in The #BuildWealth Movement as an author, speaker, workshop leader, and media founder. 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, model portfolio management, third-party asset management arrangements, and access to a broad range of financial products, supported by an integrated platform that combines advisory services with insurance and lending solutions.

Ye Luo is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. Prior to joining LPL Enterprise, Ye worked at PRUCO Securities, LLC and has a background in biotechnology and software, having held roles at Genapsys Inc and Pierry Software. Ye is also involved with Eutychia Venture LLC, an entrepreneurial venture ongoing since 2020. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutional investors. 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 products.

Silphy Ou is a financial advisor with LPL Enterprise in San Jose, CA, holding Series 63 and Series 65 licenses and totaling 17 years of industry experience. Prior to joining LPL Enterprise in 2024, Ou worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2024. Outside of advisory work, Ou is involved in real estate rental activities in Marina and Santa Clara, California. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Vanessa Pan is a financial advisor at LPL Enterprise with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of finance, she serves as a volleyball coach at Encore Volleyball Club. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, and corporations, through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Anna Loegering is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in San Jose, CA. She joined LPL Enterprise in 2026 and has prior experience working as a part-time gymnastics instructor and as an office assistant in the UC Davis Plant Sciences department. She is also involved with Whova, Inc. outside of her advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm utilizes a range of investment programs and third-party asset managers, combining financial planning with access to various brokerage and insurance products through its integrated platform.

Tony Phouanenavong is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Arkshire Financial. Outside of his advisory work, he is involved in selling disability insurance to doctors at UCSF and serves as a community-based instructor at Pleasant Hill Education Center. 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 wealth portfolios, combining advisory programs with active sales of financial products and insurance through an integrated platform.