James Hegel is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, The O.N. Equity Sales Company, Ohio National Financial Services, and Mass Mutual Investors Services. LPL Enterprise, LLC provides 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 typically 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 participation in wrap programs.

Chad Sigmon is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has experience working with local government as a commissioner of revenue and has been involved in managing a private club. 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 access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nathan George is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Evergreen Country Club and PepsiCo CVA, along with varied experience in education and logistics. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Ryan Rushe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 12 years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. He also hosts a weekly networking meeting focused on business promotion and marketing. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation alongside broker-dealer and insurance services.

Spencer Herzog is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry, including at Chuys Tex Mex Restaurant and O'Neill's Irish Pub. 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 employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also providing affiliated trust custody, insurance services, and collateralized lending.

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at firms including Prudential Insurance Company of America, Pruco Securities, LLC, BB&T Investment Services, Guardian Life, and Northwestern Mutual Investment Management. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, 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, financial planning, and insurance products through affiliated entities.

Douglas Randolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management services tailored to individual client needs. His approach begins with understanding the client's family and financial situation to develop flexible strategies aligned with their long-term goals. Douglas offers access to Merrill's investment insights and the banking services of Bank of America to address various aspects of his clients' financial lives. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, sports and entertainment, and tax minimization. Douglas holds a Bachelor's Degree from the University of Notre Dame and is a Personal Investment Advisor (PIA). Douglas is actively involved in his community, participating in organizations such as Herb and Temple, Old City Cemetery, ND Club of Richmond, Grass Roots Soccer South Africa, Resume Support for College Students, and Trash Clean Up in Virginia. He follows Merrill's tradition of community participation through volunteering. Outside of his professional work, he enjoys adventure sports, basketball, camping, chess, cooking, fishing, gardening, hiking, and woodworking.

Ryan Kalucki is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. He has also been involved in managing a DBA for LPL business activities in Vienna, VA. LPL Enterprise, LLC 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Noah Gick is a Series 66-licensed financial advisor with LPL Enterprise, based in Vienna, VA. He has one year of industry experience, with prior roles at Pruco Securities LLC, Capital One, and Financial Designs. 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 corporate and charitable entities. The firm’s investment approach is typically 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 insurance product facilitation through affiliated entities.

David Dlugacz is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, and New York Life. Dlugacz is also involved in non-variable insurance activities through The Guardian Life Insurance Company and Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth 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 insurance product sales through affiliated entities.

Robert Howard is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including prior roles at Prudential Insurance Company of America and BB&T. Howard is also a partner at Integrated Wealth Advisors, where he engages in financial planning, insurance sales, and account servicing. LPL Enterprise provides investment advisory and brokerage services to individuals, 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, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

Matthew Demartino is a financial advisor with LPL Enterprise who holds the ChFC® designation and Series 63 and 65 licenses, with 17 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Integrated Wealth Advisors, providing financial planning and investment strategy services to individuals, families, and small businesses. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily through third-party managers and offers financial planning, consulting, and access to various asset management programs.

Robert Mc Namara is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Enterprise and has held prior positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. Mc Namara is based in Vienna, VA. 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 charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

James Brackin III is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience in the financial industry dating back to 2008, including prior roles at Bridgeborn and DevTech Systems, Inc. He began his tenure at LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad 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 services such as financial planning, access to third-party asset managers, and a wrap program through Model Wealth Portfolios.

Francisco Valeriano is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 22 years of industry experience, previously working at firms including Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual, HSBC Securities, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm typically implements investment strategies through model-driven portfolios developed by its research department and third-party portfolio strategists, while also offering affiliated trust custody, insurance services, and secured credit programs.

Alexandra Simons is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jack Evans is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. Prior to his role at LPL Enterprise, he worked at North Italia and has experience in education at the University of Miami, George C. Marshall High School, and DSB International 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’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 along with affiliated trust and insurance services.

Derilyn Freeman is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and related entities from 2014 to 2024. Outside of her advisory role, she is the owner of Love the Ball LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored 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 it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Anthony Sutton is a CFP® with seven years of industry experience, currently advising at LPL Enterprise. His prior roles include positions at The Prudential Insurance Co. of America, Water Street Financial LLC, and LPL Financial, LLC. He serves as Treasurer for the nonprofit Friends of Old Town, coordinating economic development efforts in Winchester, VA. 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 employs a model-driven investment approach with access to third-party asset managers and offers affiliated insurance and trust services.

Karen Buckley is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, MetLife Securities Inc., and Prudential-related firms. She is also involved in insurance brokerage, focusing on health, dental, vision, disability, and long-term care insurance products. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Mervyn Laihow is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Equitable Advisors LLC, and Bull Run Financial Group. He has also worked in the restaurant industry, including positions at Farewell Bistro and SER Restaurant. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, 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.

Samuel Eddins Jr. is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at The Virginia Tech Foundation and Virginia Tech. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, with additional services including financial planning, trustee services, and insurance product facilitation.

Mark Sweeney is a financial advisor with LPL Enterprise in Vienna, VA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLife Securities LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other 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 a range of financial planning, asset management, and insurance-related services.

Benjamin Adams is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. Outside of finance, he is involved in youth and adult hockey as an officer of a nonprofit providing low-cost inline hockey programs and as a hockey coach and league coordinator. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional investors such as 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 insurance and trust services through affiliated entities.

Christopher Walmsley Jr. is a financial advisor with LPL Enterprise holding a Series 66 credential and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates Estia Focused Financial, conducting business through LPL as a DBA entity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Howard is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, New York Life Insurance Company, and Signator Investors. Howard is based in Vienna, VA. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust custody and insurance services.

Konnor Rothrock is a financial advisor at LPL Enterprise LLC with a Series 66 designation and one year of experience. His previous work includes roles at Globowl Cafe, Walmart, Randolph College, Hardee's, and Parry McCluer High School. 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 large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Frank Thompson Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Pruco Securities, LLC, and Prudential Insurance Company of America. In addition to his advisory role, he provides financial planning and investment services through Integrated Wealth Advisos, a DBA for his LPL business. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, 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 provides access to third-party asset managers and insurance products through affiliated entities.

Michael Marziaz is a financial advisor with LPL Enterprise holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Insurance Services, Inc. among others. 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 employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to third-party asset managers and financial planning services.

Khy Sweeney is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at LPL Enterprise since 2024 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life. Outside of his advisory work, he serves as Secretary for the Vienna Business Association, participating in monthly board meetings. 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 implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to third-party asset managers and financial planning services.

Afra Tasnim is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, Afra worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Louis Kwentua is a financial advisor with LPL Enterprise and holds a Series 66 designation. He began his advisory career in 2026 and has prior work experience across various industries, including logistics, automotive sales, and food service. 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 and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

David Holloway is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at The Prudential Insurance Company of America, Northwestern Mutual, TIAA-CREF, and Wells Fargo Clearing. 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 offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Jesse Monsour is a financial advisor with LPL Enterprise holding a Series 66 designation. He has under one year of industry experience. Prior to his current role, he operated a pressure washing business and has work experience in educational settings, including James Madison University and various schools. 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 primarily uses model-driven investment strategies and offers access to third-party asset managers alongside financial planning and consulting services.

Baden James is a financial advisor at LPL Enterprise with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, E*TRADE Securities LLC, and The Prudential Insurance Company of America. 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, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

William Ebhardt is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and First Command Financial Planning, Inc. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, retirement plans, and charitable entities, primarily using model-driven investment portfolios developed by internal research and third-party strategists. The firm also offers affiliated trust services and insurance products while facilitating access to third-party asset managers.