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Elijah D

Series 66

Warwick, RI

LPL Enterprise

Elijah Dias De Oliveira is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at PRUCO Securities, LLC and involvement with political and retail work before entering the financial sector. LPL Enterprise serves a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment strategies. The firm also provides brokerage and insurance services through affiliated entities.

Tax-loss harvesting
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Christopher D

Series 63, Series 65

Warwick, RI

LPL Enterprise

Christopher Dandeneau is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he officiates high school basketball games in Rhode Island. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutions through a network of investment adviser representatives. Their investment approach is primarily model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Tax-loss harvesting
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Jacob C

Series 63, Series 66

Warwick, RI

LPL Enterprise

Jacob Carlisle is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in wealth management, life insurance, and investment management roles. Outside of financial services, he is involved with DoorDash as a rideshare driver. 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 using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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Abidemi P

Series 66

Warwick, RI

LPL Enterprise

Abidemi Payne is a financial advisor with LPL Enterprise holding a Series 66 designation and eight years of industry experience. Their prior work includes roles at Merrill, Bank of America, and The Prudential Insurance Company of America. Outside of advising, Payne owns an event management and decoration business and is involved in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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Brennan P

Series 66

Warwick, RI

LPL Enterprise

Brennan Piemonte is a financial advisor with LPL Enterprise in Warwick, RI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He also serves in the U.S. Coast Guard, where he is involved in search and rescue, law enforcement, and training activities. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Tax-loss harvesting
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Michael M

Series 66

Warwick, RI

LPL Enterprise

Michael Meagher III is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Baystate Financial and has experience in construction through Meagher Construction. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer services.

Tax-loss harvesting
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Roseann P

Series 66

Warwick, RI

LPL Enterprise

Roseann Pinciotto is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Waddell & Reed Inc, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored 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, and offers access to various financial planning and consulting services.

Tax-loss harvesting
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Mark Q

Series 63, Series 65

Warwick, RI

LPL Enterprise

Mark Quillen is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has a long tenure with Prudential Insurance Company of America dating back to 1988. Outside of his advisory role, Quillen is involved in insurance product sales related to fixed life insurance, annuities, and disability insurance. 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 employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and a variety of insurance products through affiliated entities.

Tax-loss harvesting
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Alexander L

Series 66

Warwick, RI

LPL Enterprise

Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Investments from 2016 to 2025. His other business activities include involvement in non-variable insurance services. 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 primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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Jaden B

Series 65, Series 63

Warwick, RI

LPL Enterprise

Jaden Bauch is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses. Bauch has been with LPL Enterprise since 2026 and has prior experience in various roles including positions at Maine College of Art & Design and TruChoice Federal Credit Union. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities, utilizing model-driven investment implementation and offering financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Trobel B

Series 66, Series 63

Warwick, RI

LPL Enterprise

Trobel Bloe is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Enterprise, Bloe held positions at Santander Securities, Santander Bank, and Citizens Bank. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers model-driven investment management, financial planning, and access to third-party asset managers, while also providing brokerage and insurance product services through affiliated entities.

Tax-loss harvesting
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Cheng Cheng H

Series 66

Warwick, RI

LPL Enterprise

Cheng Cheng Huang is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Cheng worked at PRUCO Securities, LLC for one year and spent eight years at Endeavor Seafood LLC. Outside of advising, Cheng is involved in a real estate rental business in Winsted, Connecticut. 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 primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap fee program.

Tax-loss harvesting
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Anestis D

Series 63, Series 66, Series 65

Warwick, RI

LPL Enterprise

Anestis Diakopoulos is a financial advisor with LPL Enterprise and holds Series 63, 65, and 66 designations. He has 18 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Diakopoulos is based in Warwick, Rhode Island. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of adviser representatives. The firm’s investment approach is model-driven, relying on portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and insurance-related services.

Tax-loss harvesting
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Andrew V

Series 63, Series 65, Series 66

Warwick, RI

LPL Enterprise

Andrew Vittoria is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill, Bank of America, and The Prudential Insurance Company of America, and is also involved with Keller Williams Coastal, assisting clients in real estate transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including 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 offers financial planning, access to external asset managers, and non-securities services such as trust custody and insurance product sales.

Tax-loss harvesting
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Sean T

Series 63, Series 65

Warwick, RI

LPL Enterprise

Sean Travis is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of the Maplewood Independent Youth Baseball League, organizing events and coaching. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

Tax-loss harvesting
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Martin L

Series 66

Warwick, RI

LPL Enterprise

Martin Lasky is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Tax-loss harvesting
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Seth H

Series 66

Warwick, RI

LPL Enterprise

Seth Hall is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Seth is involved in rideshare driving for Lyft. 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 emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance products.

Tax-loss harvesting
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Christopher K

Series 66

Warwick, RI

LPL Enterprise

Christopher Kyprianou is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation. He has been with LPL Enterprise since 2025, with intermittent employment in other roles prior to that. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and affiliated insurance and trust services.

Tax-loss harvesting
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Sophia P

Series 66

Warwick, RI

LPL Enterprise

Sophia Pasquariello is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. Her work history includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, along with earlier positions at FP Stanley Pazdziora and FP David Bolton. She is also involved with RIIL, a community or nonprofit organization. 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 utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tax-loss harvesting
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William S

Series 66

Warwick, RI

LPL Enterprise

William Sleicher is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his career in 2026. His prior work experience spans various industries, including roles at Harborone Bank and Tasty LLC, as well as positions in the food service and swim school sectors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment approaches developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products.

Tax-loss harvesting
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Sharon B

Series 66, Series 63

Warwick, RI

LPL Enterprise

Sharon Buker is a financial advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Buker has also been employed by HR Block since 2022 and was involved with Mature Caregivers for eight 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 and charitable entities. The firm’s investment approach typically uses model-driven portfolios and offers access to third-party asset managers and wrap programs.

Tax-loss harvesting
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