Brian Montalbano is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 31 years of industry experience. His work history includes roles at Synovus Securities, Synovus Bank, SunTrust Advisory Services, and Pinnacle Bank before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering investment advice primarily through advisory representatives using proprietary research, model portfolios, and third-party strategists. The firm offers a platform that integrates advisory programs with brokerage and insurance products, along with lending services.

Daniel Tochinskiy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he serves as a notary public in Tampa, FL. LPL Enterprise serves a broad mix 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. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Rockcliff Christie is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and JPMorgan Chase. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, advisory services, and access to brokerage and insurance products through a multifaceted integrated platform.

Jacob Layton is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working in various roles, including at Perry Ellis International and in educational positions at the University of South Florida, Legend High School, and Cimarron Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

Brinton Parker is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, where he worked from 2010 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services across advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products through an integrated platform.

Xiaobo Dichillo is a financial advisor at LPL Enterprise with Series 63 and Series 66 registrations and one year of industry experience. His prior roles include positions at Fidelity Investments, MassMutual, and Park Avenue 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 a range of brokerage and insurance products through its integrated platform.

Lisan Burney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining LPL Enterprise and Prudential Advisors in 2025, she worked at First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services. Burney is also involved as a board member of the Veterans of Foreign Wars Post 8116 and volunteers with Accelerate/Ascend Brevard. 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 broad range of brokerage and insurance products through its integrated platform.

Paul Finocchiaro is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior roles include positions at C2P Capital Advisory Group, Centrus Financial Strategies, Southshore Financial Planning, and Zeiders Enterprises. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform supporting both advisory and brokerage services.

Jeremy Dicocco is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior experience includes roles at Ernst & Young and service in the United States Air Force for eleven years. Outside of his advisory work, he owns a business called Designs by DiCocco. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various managed portfolio programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Peter Zwart is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. He is also involved in insurance-related activities through Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

John Mahoney Jr. is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank for over a decade. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at The Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. In addition to his advisory role, he sells various types of insurance including life, health, fixed annuities, property and casualty, and disability insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance. The firm’s integrated platform combines advisory programs with active sales of financial products and leverages third-party asset management arrangements.

Christian Williams is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has a background that includes time at the University of Miami and Circles Waterfront Restaurant. Williams is also the owner of 4Good Consulting LLC. 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 various investment and insurance products through an integrated platform.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tampa, FL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Western & Southern Life. Before entering the financial services industry, he worked for nine years at Tech Data Corporation. 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 various investment and insurance products through an integrated platform combining advisory and brokerage capabilities.

Nicholas Novak is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. He has worked at Oppenheimer for four years and previously spent time at Atlantic Warrior Inc. and West Virginia University. His background also includes a five-year tenure at Alfes Restaurant. 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, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Jack Mangiafico is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 registrations and three years of industry experience. His prior roles include positions at Raymond James Financial Services, CN Wealth Management Group dba Keybridge Wealth Management, and Morgan Stanley. In addition to his advisory work, he is an insurance agent helping individuals and families enroll in health coverage through Jack’s Coverage. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

George Meehan III is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cetera Financial Specialists LLC. Outside of advisory work, he is involved in political consulting through Meehan Political Consulting, focusing on direct mail and digital marketing design. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with active sales of financial products.

Logan Veith is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Tampa, FL. He has less than one year of experience in the financial industry, having previously worked at LPL Financial, Westshore Financial, and held various roles outside finance including positions at Nike and Arby’s. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform.

Owen Majors is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Reynolds American Inc. and Trident Transport LLC. Outside of finance, he has experience in the food service industry and education. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, and third-party asset management, utilizing an integrated platform that combines advisor programs with a variety of financial products and lending services.

Molly Croyle is a CFP®-certified financial advisor with 33 years of industry experience, currently with LPL Enterprise since 2024. Her prior roles include positions at The Prudential Insurance Company of America and Raymond James Financial Services. She is also involved with ClearPath Advisory Group, a financial services business based in Tampa, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform that combines adviser programs with active sales of other financial products.

Joseph Boswell is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Tata Consultancy Services, and the US Air Force, where he served for 20 years before retiring. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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.

Brian Chucri is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and operated his own firm, Chucri Financial Services & Retirement Planning. Outside of finance, he is involved in youth soccer as a referee and coach in Clearwater, Florida. 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 programs, and a range of brokerage and insurance products via an integrated platform.

Isaiah Negron is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Mutual of Omaha and Mutual of Omaha Investor Services. Negron is also involved in a non-variable insurance agency based in Riverview, FL. 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, model portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Hilary Alterman is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she volunteers with the Tampa Jewish Community Centers & Federation for their Jewish Book Festival and operates a local t-shirt business in Saint Petersburg, FL. 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 within an integrated platform.

Donna Delmar is a financial advisor with LPL Enterprise based in Tampa, FL. She holds the Series 65 and Series 63 designations and has 24 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model portfolio programs, and third-party asset management with both discretionary and non-discretionary services.

Victoria Singletary is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her prior experience includes roles at Equitable Advisors, Morgan Stanley, Envestnet PMC, and several other financial firms. She is also involved in a non-variable insurance business based in Tampa, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory programs and brokerage products. The firm’s integrated platform combines advisory services with insurance and lending products, utilizing model portfolios and third-party asset managers to deliver investment advice.

Steven Skillen is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at LPL Enterprise since 2026 and previously spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., as well as thirteen years with INVEST Financial Corp. In addition to his advisory role, he is an independent insurance agent through Skillen Financial Strategies Inc. LPL Enterprise serves a broad range of clients 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 variety of brokerage and insurance products supported by an integrated platform combining adviser programs with other financial services.

Hubert Whittaker is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has worked at The Prudential Insurance Company of America since 2014 and served PRUCO Securities, LLC for 10 years prior to joining LPL Enterprise. Outside of his advisory work, Whittaker serves as a board member for the Whittaker Family Foundation, which focuses on financial awareness and support for youth. LPL Enterprise serves a diverse clientele 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 variety of brokerage and insurance products via an integrated platform combining advisory programs with active product sales.

Kara Graves is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. She has eight years of industry experience, including prior roles at S&P Global and Bloomberg LP. 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, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products via its integrated platform.

Michael Bloss is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 14 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns a sports cards business focused on buying and selling sports memorabilia. 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, model portfolio programs, third-party asset management, and a broad range of brokerage and insurance products via its integrated platform.