Daniel Tochinskiy is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2009 and joined LPL Enterprise in 2024. Outside of his advisory role, he serves as a notary public on an incidental, non-compensated basis. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Rockcliff Christie is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, and Primerica Advisors. He is based in Tampa, FL. 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 access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Jacob Layton is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various industries including retail and education. Layton is also affiliated with Perry Ellis International and the University of South Florida. 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 and offers access to third-party asset managers, financial planning, and related services through a large network of investment adviser representatives.

Brinton Parker is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 16 years of industry experience. He previously worked at Prudential Insurance Company of America and its affiliated entities for a combined 14 years before joining LPL Enterprise in 2024. 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 organizations. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers along with affiliated insurance and trust services.

Xiaobo Dichillo is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Xiaobo held roles at Fidelity Investments, Zi-DiChillo Financials, and multiple insurance and securities firms. 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 using portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Lisan Burney is a financial advisor with LPL Enterprise LLC in Tampa, FL, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Prior to joining LPL Enterprise, Burney gained experience at Prudential Advisors and First Command firms. Outside of her advisory role, she serves on the board of Veterans of Foreign Wars Post 8116 and volunteers with the nonprofit Accelerate/Ascend Brevard. 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 utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Paul Finocchiaro is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Enterprise. His career includes roles at Truist Investment Services, Citigroup Global Markets, and USAA Financial Planning Services, among others. Outside of his advisory work, he is involved in non-variable insurance activities in Crystal River, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, 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.

Carol Conrado is a financial advisor with LPL Enterprise holding a Series 66 credential and no prior industry experience. Her work history includes roles at Standard Bank Angola and several advisory firms, including Global Keystone Advisors and World Financial Group. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Jeremy Dicocco is a financial advisor with LPL Enterprise holding a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Ernst & Young and service in the United States Air Force. Outside of his advisory role, he is a business owner of Designs by DiCocco. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutions. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Peter Zwart is a financial advisor at LPL Enterprise with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and The Prudential Insurance Company of America. Outside of advising, he is involved with Prudential-sponsored non-variable insurance activities. 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 emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs, along with affiliated trust, insurance, and lending services.

John Mahoney Jr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley, among other firms. 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 primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolio programs.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with The Prudential Insurance Company of America and Pruco Securities, LLC since 1986. In addition to his advisory role, he sells life, health, fixed annuities, property and casualty, and disability insurance. 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 uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Christian Williams is a financial advisor with LPL Enterprise LLC in Tampa, FL. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has experience outside finance including operating a restaurant and founding a consulting business. 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 employs a model-driven investment approach supported by a network of investment adviser representatives and offers access to third-party asset managers and insurance products through affiliated entities.

Joseph Schaefer 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, Pruco Securities, LLC, and Waddell & Reed. He is based in Tampa, FL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, 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 offers services such as financial planning, access to third-party asset managers, and a wrap program.

Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. 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, utilizing portfolios developed by its research department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Nicholas Novak is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at Oppenheimer and Atlantic Warrior Inc. Before entering the financial industry, he also worked in education and the restaurant sector. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, 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 participation in wrap programs.

Jonathan Serrano is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at AOY LLC, Thermo Fisher Scientific, and CrossFit Dark Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jack Mangiafico is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at CN Wealth Management Group dba Keybridge Wealth Management and Raymond James Financial Services. Outside of advisory work, he operates Jack's Coverage, assisting individuals and families with health insurance enrollment. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

George Meehan III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and CETERA Financial Specialists LLC. He also operates Meehan Political Consulting, providing consulting on political direct mail and digital marketing. LPL Enterprise offers investment advisory and brokerage services to a wide client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a primarily model-driven investment approach and provides access to third-party asset managers and insurance products through affiliated entities.

Logan Veith is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, including prior roles at Westshore Financial and LPL Financial, LLC. His background also includes work outside finance, such as positions at Nike and various hospitality-related businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable 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 insurance products through affiliated entities.

Owen Majors is a financial advisor with LPL Enterprise, holding a Series 66 credential and based in Tampa, FL. He has been with LPL Enterprise since 2026 and has prior work experience at Trident Transport LLC and Reynolds American Inc. outside of the financial industry. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to various financial planning, trustee services, and insurance products.

Molly Croyle is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Enterprise since 2024. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Raymond James Financial Services, and Wells Fargo Advisors. She is based in Tampa, FL. 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 typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a range of financial planning and consulting services available.

Joseph Boswell is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several other financial services firms. Prior to his financial career, he served 20 years in the U.S. Air Force. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers and proprietary wrap programs.

Quinn Bennett is a financial advisor with LPL Enterprise and holds the Series 66 designation. Based in Tampa, FL, Quinn has been with LPL Enterprise since 2025 and also has experience in education, having worked at the University of Tampa and in regional schools from 2016 to 2023. LPL Enterprise, LLC 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 uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Mark Myers is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Kaplan Inc., Cecilia Dicristofalo Prudential Advisor, and various positions outside financial services such as at GCLS Contracting Inc. and Pipeliner Pros. 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’s investment approach is model-driven, offering access to third-party asset managers and various financial planning and consulting services.

Brian Chucri is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, alongside operating his own business, Chucri Financial Services & Retirement Planning. Outside of finance, he is involved in youth sports as a soccer referee and coach. 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 portfolios and offering access to third-party asset managers and financial planning.

Isaiah Negron is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha. In addition to his advisory role, he is involved in a non-variable insurance agency based in Riverview, FL. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Hilary Alterman is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, Hilary volunteers with the Jewish Book Festival through the Tampa JCCs & Federation and manages a local t-shirt business. 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 model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Donna Delmar is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Donna is also involved with ClearView Wealth Management as a financial planner. 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 uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and brokerage services through an extensive network of advisors.

Victoria Singletary is a CFP® professional with 17 years of experience in the financial advisory industry. She currently serves with LPL Enterprise and has held positions at firms including Morgan Stanley, Equitable Advisors, and Merrill. Singletary also manages a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering access to model-driven portfolios, third-party asset managers, and various financial planning and insurance products through a network of investment adviser representatives.

Steven Skillen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and INVEST Financial Corp. He is also an independent insurance agent through his own firm, Skillen Financial Strategies 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 corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios from LPL’s Research Department and third-party strategists, alongside a broad offering of financial planning, consulting, and access to third-party asset managers.

Hubert Whittaker is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Whittaker serves on the board of the Whittaker Family Foundation, a nonprofit focused on financial awareness and support for youth, and is also a board member of the Arena Football League Players Union. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Kara Graves is a financial advisor at LPL Enterprise with eight years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at S&P Global, Bloomberg LP, Tri-Vin Imports, and Charles Schwab. 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 model-driven, utilizing portfolios developed by its Research Department and third-party strategists, with a focus on access to third-party asset managers and financial planning services.

Michael Bloss is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential-affiliated firms for over a decade. Outside of his advisory role, he owns a business involved in buying and selling sports cards. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.