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Andrew C
Series 66
Shelton, CT
LPL Enterprise
Andrew Champagne is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Kelley Bros Hardware, providing commercial hardware bids for construction contractors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.
Gustabo S
Series 66
Shelton, CT
LPL Enterprise
Gustabo Sempertegui is a financial advisor with LPL Enterprise in Shelton, CT, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he is involved in a non-variable insurance outbrokerage related to fixed insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides financial planning, access to model wealth portfolio programs, third-party asset management, and a broad range of brokerage and insurance products through an integrated platform.
Gerald H
Series 65, Series 63
Shelton, CT
LPL Enterprise
Gerald Hollmann is a financial advisor with LPL Enterprise in Shelton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he operates Hollmann Manufacturing Technologies, LLC, a business focused on engineering, design, and sales of medical devices and components. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.
John H
Series 63, Series 65
Shelton, CT
LPL Enterprise
John Hufnagel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Pruco Securities, LLC for 12 years and has been a business owner and partner at Amedeo Marano & Hufnagel PC since 2008. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services 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, supported by an integrated platform combining adviser programs with product sales.
Bryan D
Series 63, Series 66
Shelton, CT
LPL Enterprise
Bryan Duffy is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Outside of his advisory role, he assists clients with Medicare coverage options through a non-variable insurance business. 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 in-house research and third-party portfolio managers.
Craig D
Series 66
Shelton, CT
LPL Enterprise
Craig Dellarocco Jr. is a Series 66 registered advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Farms Country Club and McLain Electric Co. Inc. Craig is also involved with Farms Country Club outside of his advisory work. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through integrated advisory and brokerage channels.
Divya R
Series 66
Shelton, CT
LPL Enterprise
Divya Rajan is a financial advisor at LPL Enterprise with three years of industry experience and holds the Series 66 designation. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through an integrated platform of advisory and brokerage services.
Ravi S
Series 66
Shelton, CT
LPL Enterprise
Ravi Sankar is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Pruco Securities LLC, Sutherland Global, and Wipro. Outside of his advisory role, he is a passive owner of a rental property in Chennai, India. 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 provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.
Jonathan D
Series 66
Shelton, CT
LPL Enterprise
Jonathan Di Pietro is a Series 66-licensed advisor with LPL Enterprise, based in Shelton, CT, and has four years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes a long tenure at Waterford Hotel Group. In addition to his advisory role, he is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.
Zachary B
Series 66
Shelton, CT
LPL Enterprise
Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include seven years at Edward Jones and positions at SagePoint Financial and OSAIC. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.
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