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Kellan W

Series 66

Warrington, PA

LPL Enterprise

Kellan Ward is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He began his career in the financial industry in 2025. Prior to joining LPL, he gained experience working in the catering and hospitality sectors. Outside of advising, he is involved with 12th Street Catering and holds a non-variable insurance role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Benjamin R

Series 66

Warrington, PA

LPL Enterprise

Benjamin Ricker is a financial advisor with LPL Enterprise holding a Series 66 designation. He joined the firm in 2025 and has no prior industry experience. His previous work includes positions outside finance, such as roles at various restaurants and retail employers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ernest D

Series 63, Series 65

Warrington, PA

LPL Enterprise

Ernest Dimascia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1985 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he is involved with The Warrington Insurance Group, focusing on property and casualty insurance. 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, consulting, and access to model wealth portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with sales of financial products including insurance.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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