Michael Hernandez is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Equitable Advisors, and National Planning Corporation. Hernandez serves on both the nonprofit and for-profit boards of the LGBTQ Attorneys and Allies Bar Association. 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 network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

Michael Lira is an advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2026 and has prior experience working with nonprofit and educational organizations as well as in fitness and professional tree care. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment strategies developed by LPL’s Research Department and third-party portfolio strategists and offers access to third-party asset managers and financial planning services.

Natalie Soo Hoo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Independent Financial Group, LLC. She also receives trail commissions on fixed annuities and life insurance policies. LPL Enterprise provides investment advisory and brokerage services to a diverse 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 internal research, third-party strategists, or TAMP sponsors, and offers financial planning, consulting, and access to third-party asset managers.

Casimir Nocon is an advisor with LPL Enterprise, holding Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2026 and previously worked in various roles including at Kizame Sushi and Whole Foods Market. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Jason Edmond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. His background includes over a decade at Farmers Financial Solutions and operating the Jason Edmond Insurance Agency, where he focused on health and property & casualty insurance. Edmond also serves as a consultant for Lifetime Navigators. LPL Enterprise provides 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 using portfolios developed by in-house and third-party strategists and offers access to various financial planning and consulting services.

Jordan Yoshitake is a financial advisor at LPL Enterprise with 14 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers with the Hawaii Tax Institute Foundation, engaging in nonprofit conference sponsorship networking. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs model-driven investment implementation and offers access to financial planning, third-party asset managers, and insurance products through its affiliated entities.

Olga Gurevich is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Eskulap Solutions and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm typically employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Jeff Kritzberg is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in the sale of small group health insurance through the Kaiser Foundation Health Plan, Inc. 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 approach to investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Hyunseon Roe is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His current tenure at LPL Enterprise began in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Andrew Hewitt is a Series 66-licensed financial advisor with two years of industry experience. He currently works with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Sports USA Media, and Lyft. Outside of finance, Hewitt serves as a technical producer for Sports USA, working in radio, TV, and podcast production. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, 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 facilitation through its affiliated entities.

Jeffrey Newitt is a CFP® with 20 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, and he has operated Independent Services Consultants LLC since 2009. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically implements investment strategies using model portfolios developed by internal and third-party research teams and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

George Alexopoulos is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1985 and was affiliated with Pruco Securities, LLC. for nearly four decades prior to joining LPL Enterprise. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

William Mai is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gianluca Vitagliano 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, Pruco Securities LLC, and Napeague Capital, as well as work in educational institutions such as the University of Colorado, Boulder and Pasadena City College. 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 utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Han is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Han is also involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm utilizes a model-driven investment approach, offers financial planning and consulting, and provides access to third-party asset managers and wrap programs.

Michael Kim is an advisor at LPL Enterprise with Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he was involved with Semo Sushi, Inc. for 13 years. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementations and offers financial planning, access to third-party asset managers, and various brokerage and insurance services through affiliated entities.

Lauro Braganza is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Robert Beamer is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Thrivent Financial and UCLA, and he currently holds teaching and administrative roles at California State University Channel Islands and Pepperdine University. Outside of financial advising, he is also active as an artist and musician and volunteers with UCLA Anderson and Kids and Families Together. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through its network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers financial planning, third-party asset management access, and insurance products through affiliated entities.

Cameron Kashani is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at PRUCO Securities, Mass Mutual, and Express Connection. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and charitable entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participation in model portfolio wrap programs.

Jacob Yashar is a CFP® and ChFC® with 44 years of industry experience. He is currently with LPL Enterprise and has an extensive background including roles at California Health Benefit Exchange and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in managing a medical insurance agency. 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 uses a model-driven investment approach and offers a range of financial planning, third-party asset management, and insurance-related services.

Tyler Munro is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in event production, working on set for various event companies. 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 internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Miguel Hernandez is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Transamerica Financial Advisors LLC and has roles with Aflac and Lyft. Hernandez serves as Treasurer for the Theta Delta Chi House Association and the Psi Deuteron Educational Foundation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

Christopher Faulk is a financial advisor at LPL Enterprise with six years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at New York Life Insurance Company and several other financial firms. Faulk serves on the board of the NAIFA-LA Chapter and works as a financial literacy teacher and coach through The Seed House Project. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities, employing model-driven portfolio implementation and offering access to third-party asset managers and insurance products through an extensive network of investment adviser representatives.

Swathy Satyamurti is a financial advisor at LPL Enterprise with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at PRUCO Securities, Sattvic Yoga Studio, and the Consumers Association of India. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including high-net-worth individuals and institutional investors. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and various affiliated services.

Nicolette Kaldi is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has five years of industry experience and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, she is involved in direct sales for a cosmetics company, creating content and customizing makeup palettes. LPL Enterprise provides advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Clara Park is a CFP® professional with 16 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Alexander Burum is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at PlanMember Securities Corporation and has operated as a self-employed independent contractor since 2013. Outside of his advisory role, Burum serves as a caregiver to his father. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. Its investment implementation is mainly model-driven, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. From 2014 to 2018, he was involved with Laughing Buddha. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Guillermo Saade is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he serves as a board member for the nonprofit organization Hands4Hope, providing strategic and financial oversight. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm uses a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and provides access to a range of financial planning, consulting, and asset management options.

Aleksander Rassekhi is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has held prior roles at TradeUp Exchange and Industrial Succession Group. Outside of advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and employs a model-driven investment approach.

Leigh Greenberg is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Secura Financial, Arkadios Capital, and New York Life Insurance Company, among others. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and various institutions through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Patrick Bunyamanop is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes long-term roles with Prudential Insurance Company of America and its affiliates from 2001 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Spencer Miller is a CFP®-certified financial advisor with 17 years of industry experience, currently with LPL Enterprise. His prior experience includes roles at firms such as Western International Securities and Lenox Advisors. He is also registered as an insurance broker, providing life, disability, long-term care, fixed annuities, and health insurance products. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and utilizes model-driven investment implementation through its network of investment adviser representatives.

Phillip Vertin is a CFP® and ChFC® professional at LPL Enterprise with nine years of industry experience. He has held roles at The Prudential Insurance Company of America and Pruco Securities, LLC, among others. Outside of financial services, he was involved with True Lacrosse for five years. LPL Enterprise, LLC 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 follows a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists.

Nathaniel Huck is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bankers Life Advisory Services, Inc., and Bankers Life and Casualty. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a variety of affiliated non-securities products and services.

Mark Duntz is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior work experience at Ameriprise Financial Services, Uber Technologies, Sony Pictures Studios, and CBS Studios. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust, insurance, and lending services.

Meredith Vazquez is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Zachary Sabo is a CFP® certificant with 21 years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated trust and insurance products.

Zhihua Tang is a financial advisor with LPL Enterprise LLC, holding a Series 66 license and four years of industry experience. Their prior roles include positions at Coldwell Banker Realty & Brokers, MML Investors Services, LLC, and MassMutual Life Insurance Company. Tang is also engaged in mortgage and real estate services through Coldwell Banker Realty. LPL Enterprise, LLC offers investment advisory and brokerage services to a range of clients including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various insurance and trust services.

Frank Sun is a financial advisor at LPL Enterprise with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at UCLA Health for six years and Cedars-Sinai Medical Center for three years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily implements investment strategies through model-driven portfolios and offers access to third-party asset managers and insurance products through affiliated entities.

Alec Hong is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Timios Inc. and Lakeview Garden. 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.