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Jeffrey E

Series 63, Series 65

Swansea, IL

LPL Enterprise

Jeffrey Erb is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm provides financial planning, access to third-party asset managers, and model-driven investment solutions, with a notable focus on non-securities products and affiliated insurance services.

Tax-loss harvesting
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Taylor W

Series 66

Swansea, IL

LPL Enterprise

Taylor Willhalm is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Austin H

Series 66

Swansea, IL

LPL Enterprise

Austin Hartke is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he worked in the food service industry with Pizza Man. 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 model-driven, offering access to third-party asset managers and participating in wrap programs, while also providing affiliated trust and insurance services.

Tax-loss harvesting
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John C

Series 63, Series 66

Swansea, IL

LPL Enterprise

John Coughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is associated with IGS Financial, a business entity for tax purposes. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Austin S

Series 66

Swansea, IL

LPL Enterprise

Austin Snider is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory career, he has been involved with Wilke Window and Door as well as Lawn Wranglers for several years. 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 employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Alyssa B

Series 66

Swansea, IL

LPL Enterprise

Alyssa Boles is a Series 66 registered advisor with LPL Enterprise LLC and has one year of experience in the financial industry. Her prior roles include positions at several financial and community organizations. She is also involved with Living Blyss, LLC, which she has been associated with since 2019. 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 utilizes model-driven investment strategies and offers financial planning, third-party asset management access, and a variety of affiliated financial services.

Tax-loss harvesting
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Daniel K

Series 63, Series 66

Swansea, IL

LPL Enterprise

Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC in Swansea, IL, holding Series 63 and Series 66 licenses. He has four years of industry experience with prior roles at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementations and offers financial planning, third-party asset manager access, and participation in Model Wealth Portfolios.

Tax-loss harvesting
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Tommy S

Series 63, Series 66

Swansea, IL

LPL Enterprise

Tommy Silveus Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages rental properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products.

Tax-loss harvesting
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Christopher G

Series 63, Series 65, Series 66

Swansea, IL

LPL Enterprise

Christopher Green is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America since 2010 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable 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.

Tax-loss harvesting
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Timothy S

Series 63, Series 65

Swansea, IL

LPL Enterprise

Timothy Strazinsky is a financial advisor at LPL Enterprise with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and various non-securities products and services.

Tax-loss harvesting
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Eric K

Series 66

Swansea, IL

LPL Enterprise

Eric Klino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His background includes military service in the United States Air Force from 2011 to 2021 and a role at Superlative Technologies from 2021 to 2024. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Tax-loss harvesting
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Andrew K

Series 63, Series 65

Swansea, IL

LPL Enterprise

Andrew Kueker is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC 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 implementation is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Molly K

Series 66

Swansea, IL

LPL Enterprise

Molly Kim is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. She has held roles at Mass General Brigham since 2022 and has previous work experience at College Church, Wheaton College, and Quincy Senior High School. 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 emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Timothy B

Series 66, Series 63

Swansea, IL

LPL Enterprise

Timothy Burgess is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and TD Ameritrade. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, 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 various affiliated financial services.

Tax-loss harvesting
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Paul K

Series 66

Swansea, IL

LPL Enterprise

Paul Kampwerth is a financial advisor with LPL Enterprise, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at PepsiCo, Northern Trust, and Young America Realty, alongside ongoing service in the Air National Guard since 2019. He is also involved with Innovate Event Co in a non-investment related capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL Research and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting
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Christine B

Series 63, Series 66

Swansea, IL

LPL Enterprise

Christine Boykin is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She has held roles at Prudential Insurance Company of America, Pruco Securities, Cetera, and Foresters Financial Services. Outside of financial services, she is involved in vintage audio and vinyl record retailing and restoration through her ownership and management of Frenchtown Records and Frenchtown Audio. 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 uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various brokerage and insurance products.

Tax-loss harvesting
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Justin R

Series 66

Swansea, IL

LPL Enterprise

Justin Rueter is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PNC Investments, Edward Jones, and Compass Retirement Solutions. 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 uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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