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John C
Series 63, Series 66
Warrington, PA
LPL Enterprise
John Carpani IV is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Evan L
Series 66
Warrington, PA
LPL Enterprise
Evan Levitsky is a Series 66-licensed financial advisor with LPL Enterprise, based in Warrington, PA, and has three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has worked in retail security and functions as a sports referee and coach. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, 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.
Brian L
Series 63, Series 65
Warrington, PA
LPL Enterprise
Brian Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. He is also an agent authorized to sell health insurance commissions through Emerson Reid. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning services, and insurance products through affiliated entities.
Matthew G
Series 66
Warrington, PA
LPL Enterprise
Matthew Gonnella is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including positions at US Mortgageline and Acorn Industrial Products. Outside of financial advising, he also works evenings as a server at Iron Hill Brewery. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, 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 affiliated trust and insurance services.
Michael M
CFP®, Series 66
Warrington, PA
LPL Enterprise
Michael Mattia is a CFP® with eight years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, and Merrill. Outside of his advisory work, he owns Priceless Painting LLC, a construction-related business. LPL Enterprise provides investment advisory and brokerage services to a wide 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 utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering services such as financial planning, consulting, and access to third-party asset managers.
John N
Series 66
Warrington, PA
LPL Enterprise
John Niemeyer is a Series 66 credentialed advisor with LPL Enterprise, LLC, based in Warrington, PA. He joined LPL Enterprise in 2026 and also has a background in physical therapy, working at Mishock Physical Therapy since 2014. 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 employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.
Marcus R
Series 66
Warrington, PA
LPL Enterprise
Marcus Respes is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Alutiiq LLC and Marquee Restoration, among others. 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 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 affiliated insurance and trust services.
Gabriel M
Series 66
Warrington, PA
LPL Enterprise
Gabriel Madnick is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Topstep and Foundera Beauty AI. 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 typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.
David D
Series 63, Series 65
Warrington, PA
LPL Enterprise
David Desimone is a financial advisor at LPL Enterprise with Series 63 and Series 65 designations and 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1980 and recently joined LPL Enterprise in 2024. 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 largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and other financial services.
Michael L
Series 63, Series 66
Warrington, PA
LPL Enterprise
Michael Lawlor is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and over 15 years of industry experience. His prior roles include positions with Prudential Insurance Company of America and Pruco Securities, LLC, and he has operated his own practice, Michael A Lawlor, P.C., since 1992. He also serves as a backup executor for family fiduciary appointments. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, with additional services such as trust custody and affiliated insurance product sales.
Jackson P
Series 66
Warrington, PA
LPL Enterprise
Jackson Piombino is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance at various companies and educational institutions, alongside ongoing involvement with A Modo Mio for three years. 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 employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.
Hunter B
Series 66
Warrington, PA
LPL Enterprise
Hunter Bentz is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His background includes positions at The Prudential Insurance Company of America, Pruco Securities LLC, Orrstown Bank, and various roles during his time at Penn State University. LPL Enterprise, LLC 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 insurance and trust services.
Nicholas A
Series 66, Series 63
Warrington, PA
LPL Enterprise
Nicholas Attanasio is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses. He has been with LPL Enterprise since 2026 and previously worked at BlackRock from 2021. Outside of finance, his background includes roles at Johnson & Johnson and AmerisourceBergen, as well as experience in education and the restaurant industry. 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’s investment implementation is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Shannon B
Series 66
Warrington, PA
LPL Enterprise
Shannon Brown is an advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Enterprise, Brown worked at P.F. Chang's China Bistro, Inc. and has educational experience from Chestnut Hill College and the University of Delaware. Outside of financial advising, Brown is involved in non-variable insurance activities. 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 employs a model-driven investment approach, primarily offering access to third-party portfolio managers and insurance products through affiliated entities.
Bradley F
Series 66
Warrington, PA
LPL Enterprise
Bradley Foose is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing four years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command entities. He also served in the U.S. Army from 2008 to 2022. Outside of advising, he manages a beach house rental business. 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 internal research and third-party strategists, and it offers financial planning alongside access to third-party asset managers and insurance products through affiliated entities.
Brian L
Series 63, Series 66, Series 65
Warrington, PA
LPL Enterprise
Brian Larkin is a financial advisor with LPL Enterprise, holding the Series 63, 65, and 66 credentials and over 10 years of industry experience. His prior roles include positions at MassMutual, New York Life, and Unum Group/Colonial Life. Outside of his advisory work, he has been involved as a sports referee since 2013 and has coaching experience in sports and fitness. 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 employs a model-driven investment approach leveraging portfolios developed by LPL’s Research Department and third-party strategists, while also facilitating access to financial planning, asset managers, insurance products, and affiliated services.
William P
Series 63, Series 65
Warrington, PA
LPL Enterprise
William Phelps is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and over 20 years of industry experience. He previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. Outside of his advisory work, he owns a DJ and event emcee business and serves as a soccer referee. 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 model-driven investment implementation and offers financial planning, third-party asset manager access, and other services through a network of investment adviser representatives.
Ellis W
CFP®, Series 66
Warrington, PA
LPL Enterprise
Ellis Weiss is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and Ameriprise. Weiss serves as a zoning hearing board member for East Fallowfield Township. 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 financial planning, access to third-party asset managers, and participation in wrap programs.
Debra H
CFP®, Series 63
Warrington, PA
LPL Enterprise
Debra Herrlinger is a CFP®-credentialed financial advisor with 32 years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, and Lincoln Investment Planning, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Its investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and affiliated non-securities products and services.
Alec S
Series 66
Warrington, PA
LPL Enterprise
Alec Szafran 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, and various positions outside the financial industry, including at Harrolds Pharmacy and educational institutions. LPL Enterprise, LLC 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 financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.
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