James Mcintire is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering the financial industry, he spent several years in education and hospitality roles. 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 model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with brokerage and insurance products.

Scott Vander Veen is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes roles at MassMutual, MML Investors Services, The Prudential Insurance Company of America, and other financial services firms. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional investors through advisory and brokerage channels. The firm offers financial planning, investment advisory services, and access to model portfolios, combining adviser programs with sales of financial products and insurance via affiliated entities.

Louis Jeffries Jr. is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Lincoln Financial Advisors Corporation, and TD Ameritrade. 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. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

George Mullin Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he serves as an assistant freshman football coach at Lincoln-Sudbury High School. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management solutions through an integrated platform that combines advisory programs with brokerage and insurance products.

Bernard Ravelson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Mass Mutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. 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 model portfolios and third-party asset management programs through an integrated platform.

Alec Duncan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Northwestern Mutual and MCR Labs. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio wrap programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Andrew Grande is a financial advisor with LPL Enterprise who holds Series 66, 63, and 65 licenses and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual, New York Life, and AllState. Outside of advising, he is involved with DMSE Sports as an event consultant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

William Harmer is a financial advisor with LPL Enterprise in Southborough, MA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining LPL Enterprise in 2025, he was associated with Northwestern Mutual entities from 2023 to 2025. 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 programs, and a range of brokerage and insurance products via its integrated platform.

Richard Bagby is a financial advisor with LPL Enterprise possessing Series 63, Series 65, and Series 66 credentials and five years of industry experience. His prior roles include positions at Edward Jones, JPMorgan Chase Bank NA, JP Morgan Securities LLC, and Fidelity Brokerage Services LLC. He has also been self-employed with 21 Lacrosse, Inc. for seventeen years. LPL Enterprise serves a broad 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 brokerage and insurance products via an integrated platform combining adviser programs with product sales.

Jing Yang is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, Yang worked at The Prudential Insurance Company of America, Pruco Securities LLC, and several other firms. Yang has also been involved with Boston Language Education, Inc. and Boston Business Institute, Inc. 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 includes financial planning, model portfolios, and access to third-party asset management programs.

Gennady Shuster is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2005 and was with Pruco Securities, LLC from 2005 to 2024. In addition to his advisory role, he is involved with Liberty Mutual Comparison Agency, selling personal property and casualty insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

William Dusett Jr. is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Enterprise since 2024. He previously spent over two decades at Pruco Securities and Prudential Insurance Company of America. Outside of his financial advisory work, he assists his son with selling a comic book collection online. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage services. The firm offers financial planning, model portfolio programs, and third-party asset management, utilizing an integrated platform that combines advisory programs with sales of financial products such as insurance.

John Stulpin is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Symmetry Financial Group. 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 model wealth portfolios and third-party asset management programs through an integrated platform that also provides brokerage and insurance products.

John Fronek is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he served in the U.S. Navy for 22 years and worked at ThermoFisher Scientific. He has also been involved with Spring Brook Farms and has a concurrent role with John P Fronek AFLAC. 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, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through its integrated platform.

Shane Walsh is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has two years of industry experience and previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Walsh also serves as a volunteer assistant lacrosse coach at Saint John's High School in Shrewsbury, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform combining adviser programs with a range of financial products and supports clients through model portfolios, third-party managers, and discretionary implementation options.

Daniel Precourt is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is a one-third partner in a real estate LLC that manages a rental property in Hudson, Massachusetts. 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, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with other financial services.

Anthony Scola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Independent Financial Group, OSAIC, Sagepoint Financial, TIAA-CREF, and Infinex Investments. Scola is involved with White Horse Wealth Management, a DBA for his financial services and advisory business. LPL Enterprise serves a diverse client base, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

Ashlyn Kelly is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to joining LPL Enterprise, Kelly held roles at Fidelity and has been involved with several other businesses, including a financial planning activity under Clarity Wealth Advisors and a non-variable insurance agency. 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 portfolios, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform that includes lending programs and co-investment relationships.

Elina Doszhan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, she worked at Bank of America N.A. for three years and at H&R Block for two years. She serves on the board of Ecolibria International, a nonprofit organization. LPL Enterprise, LLC provides a broad range of financial services to individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products.

Brian Hendrickson is a Series 66-registered advisor with LPL Enterprise, LLC. He has held roles at firms including Eagle Strategies, New York Life Insurance Company, Park Avenue Securities, NYLIFE Securities, Fidelity Investments, Gen II Fund Services, Bain & Company, National Grid, BCG, IFAW, State Street, and Bain Capital. Hendrickson is based in Southborough, Massachusetts. 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, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Michelle De Morais is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has two years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, she has over two decades of experience in residential cleaning and organizing. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both 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 its integrated platform.

Michael Abramo 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 Natixis Distribution, Morgan Stanley, and Fidelity Investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers advisory and brokerage services supported by an integrated platform that combines investment advisory programs with insurance products and a range of managed portfolio options.