William Garvey Jr. is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Garvey serves as a board member of the South Sioux City Athletic Booster Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolio programs, combining adviser-led services with brokerage and insurance product offerings.

Phillip Elder is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including over 38 years at Pruco Securities, LLC and Prudential Insurance Company of America. Elder is also involved in non-variable insurance activities through his own agencies in Sioux City and Sergeant Bluff, Iowa. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product offerings through an integrated platform.

Mary Mcdonald is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has three years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial services industry, she worked for over two decades at Winnavegas Casino. In addition to her advisory work, she is involved in Medicare supplement and drug card sales as part of a non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm combines financial planning, model portfolios, and third-party asset management through an integrated platform that also includes insurance products and collateralized lending programs.

Donna Leekley Garvey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Prudential Insurance Company of America since 1977 and joined LPL Enterprise in 2024. 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.