Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Chase Cardinal is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Nfp, Menards, Uber Eats, the University of Minnesota Duluth, and Forkless. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and an affiliated insurance agency among its services.

Melvin Evans Jr is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Bankers Life in various capacities over more than a decade. Outside of his advisory work, he owns Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans to eligible beneficiaries. 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 primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Grant Mc Elroy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes work at Bayerische Motoren Werke AG (BMW) and multiple roles affiliated with Saint John's University and the College of Saint Benedict. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, using model-driven investment approaches developed by LPL’s Research Department and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

Timothy Sellner is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding the ChFC® designation along with Series 63 and 65 licenses. He has 46 years of industry experience, including extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee managing a family trust and holds power of attorney responsibilities for a family member. 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’s investment approach is primarily model-driven, utilizing portfolios developed internally and by third-party strategists, with a focus on providing access to third-party asset managers and affiliated insurance and trust services.

John Dubbe is a financial advisor at LPL Enterprise with nine 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. Outside of his advisory role, he operates John Dubbe Realty and is involved in soliciting disability insurance business through the Eugene Cohen Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.

Madeline Doyle is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has a background that includes outside employment with Day Block Brewing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Andrew Groebner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with non-variable insurance activities through the Eugene Cohen Agency and Prudential-sponsored business. 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’s model-driven investment approach incorporates portfolios from internal research and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Brian Oehler is a Series 66-registered financial advisor with LPL Enterprise. He has been with LPL Enterprise since 2026 and has prior experience in consulting and technology firms including Pioneer Management Consulting and Perficient Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment approaches, offers financial planning, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Justin Swaggert is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as power of attorney for his spouse in a fiduciary capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

James Harrison Griffin is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, his work history includes various roles primarily outside the financial sector, including positions at the University of Minnesota and youth sailing programs. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and trustee services.

Rebekah Carpenter is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life, and Coloplast. Outside of her advisory work, she is involved with The Healing Platform, a direct sales business, and Veritas Insurance Advisors, which focuses on Medicare Advantage and supplemental insurance plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance products through affiliated entities.

Kurt Marple is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience with Prudential Insurance Company of America and PRUCO Securities, LLC. Marple is also involved in annuity sales and advisory services as a Prudential statutory agent. 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 employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Emmy Mastel is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Enterprise since 2024. Prior to joining LPL Enterprise, she spent nearly three decades at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved in a real estate rental business in Big Sky, Montana, alongside Timothy Mastel. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with additional services in affiliated trust custody, insurance, and lending.

Charles Leflar is a financial advisor at LPL Enterprise with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Gradient Securities over the past 14 years. He also offers fixed insurance products through Crump as part of his outside business activities. LPL Enterprise provides investment advisory and brokerage services to a range of clients including individuals, high-net-worth investors, and institutional entities, utilizing a model-driven investment approach supported by third-party asset managers and proprietary research.

Molly Root is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked with The Prudential Insurance Company of America, Pruco Securities, LLC, and THRIVENT FINANCIAL for Lutherans, including its investment management branch. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Joshua Schultheis is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Piper Jaffray Investment Management and UBS Financial Services. 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. Their investment approach is model-driven, offering access to third-party asset managers and various financial planning services.

Michael Nelson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and was with Pruco Securities, LLC from 1990 to 2024. Outside of his advisory role, Nelson serves as executor of the estate of his sister-in-law and brother-in-law. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and a wrap program called Model Wealth Portfolios.

Charles Sobocinski is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Valic Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Sean Stine is a financial advisor with LPL Enterprise in St Louis Park, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he manages a sole proprietorship related to real estate rental. LPL Enterprise, LLC 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Jeffrey Benson is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America since 2010. His other business activities include managing a financial services DBA under LPL and involvement with a Prudential-sponsored insurance agency. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Martin Sheetz is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, State Farm, and Ludwig and Company. Outside of his advisory role, he owns a small business creating and selling Norse-themed handcrafted products. LPL Enterprise 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’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers a range of financial planning and consulting services.

David Wenthold is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of his advisory work, he serves as Vice President of a homeowners association and is involved in philanthropic fundraising as president of a local school support organization. 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 access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Leonard Brown is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for three years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Reid Smith Wessel is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of experience. His prior roles include work at Stacey & Jacobsen, LLP, and involvement with the St. Croix Valley Habitat for Humanity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services through a large network of investment adviser representatives.

Steven Schmidt is a CFP® professional with five years of industry experience, currently affiliated with LPL Enterprise. He has prior experience at Ameriprise and has served on nonprofit boards for Theta Chi Alumni Housing Corporation and The Regulator Society. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and specialized programs, including affiliated insurance and trust services.

James Brown III is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Bankers Life Securities, Inc. and Bankers Life from 2017 to 2025, and briefly at Prom Catering. He is also involved with Veritas Insurance Advisors in a non-variable insurance role. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Timothy Harberts is a financial advisor at LPL Enterprise with over 21 years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Prudential Insurance Company of America and TD Ameritrade. He is also involved in Prudential-sponsored 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 emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Kyle Thomas is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and AllState Insurance. 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 affiliated insurance and trust services.

Alexander Johnson is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Thrivent Investment Management, Thrivent Financial, and Edward Jones. Outside of his advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Tabitha Jackson is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and RBC Capital Markets. 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 primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Yanchao Wang is an advisor with LPL Enterprise holding a Series 66 credential and has recently begun their career in the financial industry. Prior to joining LPL Enterprise in 2026, Wang’s background includes employment at General Mills and Fresh Thyme, along with experience in self-employment and complex systems modeling. Wang is concurrently employed outside the investment field at General Mills and Fresh Thyme. 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 primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

David Scott is a financial advisor at LPL Enterprise with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Edward Jones, Ameriprise, and Farm Boy Enterprises, where he was also a business owner. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities services.

Andrea Suchy Shinn is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Enterprise. She previously spent 15 years at TIAA-CREF and TIAA. Outside of her advisory work, she is involved with Money Pit Enterprises LLC, a business entity established for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Elliott Peterson is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Bonzers on Fourth and Skyline Social and Games. LPL Enterprise 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 typically uses model-driven investment approaches and offers access to third-party asset managers and various financial planning services.

Joel Erikson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 28 years of industry experience, with previous roles at Prudential Insurance Company of America, Pruco Securities, U.S. Bancorp Investments, and Northland Securities. In addition to his advisory work, he is employed part-time with Midwest Promotional Models in St. Louis Park, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, emphasizing access to third-party asset managers and offering a range of financial planning, consulting, and insurance product services through its network of advisers.

Jarod Haglin is a financial advisor with LPL Enterprise holding a Series 66 designation and 18 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of his advisory role, he is a business owner and CFO of Powersource Technologies, a construction company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tyler Graham is a Series 66 licensed advisor with six years of industry experience, currently affiliated with LPL Enterprise. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved with State of Fun in an employment capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers a range of financial planning, consulting, and insurance-related services.

Christopher Dahlquist is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 28 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Dahlquist serves as a board member and vice president of the Minnesota NHL Alumni Association, where he helps oversee charitable giving and event coordination. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.