Joseph Pearlstein is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in education at Walsh College and held roles in retail and service industries. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, 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 insurance products through affiliated entities.

Richard Urea is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Comerica Bank and UHY LLP. Outside of finance, he is involved with 526 Main Piano Bar. 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 access to third-party asset managers and various financial planning services.

George Fisk is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Uber and has experience in various other fields including hospitality and production. LPL Enterprise, LLC offers 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 utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also providing access to financial planning, third-party asset managers, and affiliated insurance and trust services.

James Creamer is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Thrivent Investment Management. Outside of his advisory work, he is involved in Eldercare Insurance Services as a producer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to external asset managers, and insurance product sales through affiliated entities.

Nicholas Fabiano is a financial advisor with LPL Enterprise, holding a Series 66 license and beginning his advisory career in 2025. His prior work includes roles at Seamless AI, Rehmann, and Fabiano Brothers Inc., as well as positions in education at Indiana University and local schools. 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 primarily employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Austin Liedel is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan State University and Herbert Financial Group. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate 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 additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance products.

Renata Ramos is a financial advisor at LPL Enterprise in Troy, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. She also has experience with the University of Michigan School of Social Work and served at the First Presbyterian Church of Birmingham. 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 utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Brianna Bowman is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of experience in the industry. Prior to her current role, she has worked in various positions primarily within the hospitality sector. Outside of finance, she has been involved with several restaurant and service businesses. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management access, and insurance product facilitation.

Jack Jerzewski is a financial advisor at LPL Enterprise with five years of industry experience. He has held positions at NYLife Securities LLC and New York Life, among others. Jerzewski serves as President of the National Association of Insurance and Financial Advisors, a nonprofit board role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a broad range of financial planning and insurance products through affiliated entities.

Joseph Samples III is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors, among others. Outside of his advisory work, he is a part owner of a non-medical in-home care franchise, serves as a trustee and associate minister at his church, and is also an author. 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’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 participation in a wrap program.

Nastashia Young is a financial advisor at LPL Enterprise with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is an author affiliated with Zinnia Multimedia and Marketing. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed internally and by third parties, and offers additional services such as financial planning, access to asset managers, and affiliated insurance and trust services.

Joseph Panfil is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his LPL activities. 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, utilizing portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to asset managers, and affiliated trust and insurance services.

Dinesh Chawla is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has a legal background, maintaining his role as an attorney with Chawla Legal Group, PLC since 2018. He is also a notary public in New Baltimore, MI. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional 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 insurance product sales through affiliated entities.

Kailen Hudson is a financial advisor with LPL Enterprise LLC holding a Series 66 designation and currently has less than one year of industry experience. Prior to joining LPL Enterprise, he has held positions at various companies including TSM Corporation and FedEx. He is also involved in non-variable insurance activities outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Luke Miracle is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation through third-party portfolio strategists and offers financial planning, access to asset managers, and participation in a wrap program.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Joseph Buscarino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual and has also been associated with Tirami Su. In addition to his advisory role, Buscarino is involved in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Thomas Kendra is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of his advisory role, he broadcasts local high school football games on the radio and writes sports articles for a local sports journal in Muskegon, Michigan. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Kasey Altenbernt is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Kasey worked at Prudential Insurance Company of America and Pruco Securities, LLC. Their other business activities include involvement with Prudential-sponsored non-variable insurance products. 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 model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Frank Eirosius is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson, and Dawn Foods. 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 LPL’s Research Department and third-party strategists, with additional offerings in financial planning, third-party asset management access, and affiliated insurance and trust services.