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Vincent C

Series 66

Shelton, CT

LPL Enterprise

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various managed portfolios and brokerage products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Luke G

Series 66

Shelton, CT

LPL Enterprise

Luke Gowargy is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Shorehaven Golf Club and in the food service industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew S

Series 66

Shelton, CT

LPL Enterprise

Matthew Silva is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Northwestern Mutual and BJ's Wholesale Club. Silva is active as a sports coach with several local organizations including the Connecticut State Referee Program and Danbury Public Schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions 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 within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Gabriel G

Series 66

Shelton, CT

LPL Enterprise

Gabriel Giusto is a financial advisor at LPL Enterprise with Series 66 registration and less than one year of industry experience. His prior background includes roles outside the financial sector and attendance at the University of Connecticut. He is also involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Casey O

Series 63, Series 65

Shelton, CT

LPL Enterprise

Casey Odo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Securities America, and Investacorp Advisory Services Inc. Outside of his advisory work, he is involved in a non-investment business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Francisco T

Series 66

Shelton, CT

LPL Enterprise

Francisco Triay is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held positions in various industries including automotive and retail. LPL Enterprise, LLC 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 programs, third-party asset management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ira L

Series 63, Series 65

Shelton, CT

LPL Enterprise

Ira Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked with Pruco Securities, LLC since 2003 and operates a CPA practice under his own name since 1985. 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 arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Steven S

Series 63, Series 65

Shelton, CT

LPL Enterprise

Steven Silverman is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC and the State of Connecticut/Central Connecticut State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, consulting, and access to model portfolios and third‑party asset management, combining advisory services with brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Catherine A

Series 63, Series 65

Shelton, CT

LPL Enterprise

Catherine Andersen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing and JP Morgan Securities. Andersen also engages in non-variable insurance activities through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm combines advisory services with brokerage and insurance product sales through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Murali C

Series 66

Shelton, CT

LPL Enterprise

Murali Chegu is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at SAITCORE Technologies LLC and Connexus Credit Union, as well as experience at Selective Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory programs with other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mike C

Series 66

Shelton, CT

LPL Enterprise

Mike Card is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he worked briefly in the hospitality sector at Dive Bar & Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Colin S

Series 66

Shelton, CT

LPL Enterprise

Colin St. Pierre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory roles, he has been involved with the Newtown Country Club since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs, and access to both proprietary and third-party investment solutions, as well as brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Wayne B

Series 63, Series 65

Shelton, CT

LPL Enterprise

Wayne Blanchette is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with Prudential/Crump in non-variable insurance products. 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, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James B

Series 66

Shelton, CT

LPL Enterprise

James Bauer is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PRUCO Securities and a personal practice under Jeff Bauer. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by proprietary research and third-party portfolio management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Philip A

Series 65, Series 63

Shelton, CT

LPL Enterprise

Philip Allopenna is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2014 and was previously with Pruco Securities, LLC from 2014 to 2024. He is involved in a Prudential-sponsored non-variable insurance business related to investment activities. 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, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Charles M

Series 66

Shelton, CT

LPL Enterprise

Charles Mac Namara is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, BNY Mellon Securities, and Equitable Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Peter S

Series 63, Series 65

Shelton, CT

LPL Enterprise

Peter Schutt is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Alec F

Series 63, Series 65

Shelton, CT

LPL Enterprise

Alec Frione is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Steven Zirolli. 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 through an integrated platform that combines advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bennett S

Series 63, Series 66

Shelton, CT

LPL Enterprise

Bennett Sacks is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Axa Advisors, LLC. 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 a combined advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Thomas K

Series 63, Series 65

Shelton, CT

LPL Enterprise

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 designations 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, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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