Melissa Smith is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. Her prior work experience includes roles outside the financial industry at companies such as New Era Cap and Sherwin Williams. LPL Enterprise, LLC offers 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 employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated trust and insurance services.

Justin La Rosa is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 66 licenses and five years of industry experience. His background includes roles in education and financial services, including employment at Mass Mutual Life Insurance Co. and various school districts. Outside of advising, he consults as a strength and nutrition advisor, providing personalized training programs and guided workouts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing collaborative, software-assisted strategies to develop written recommendations tailored to client goals.

Chau Casillas is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to joining LPL Enterprise, Casillas worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, Casillas has experience managing a small business, Divine Nail Spa Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with notable offerings that include trustee services and insurance products through affiliated entities.

Richard Andersen is a financial advisor with LPL Financial in Gowanda, NY, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior experience includes roles at INVEST Financial Corporation and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice delivered through a large network of investment adviser representatives.

Kevin Meehan Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, he has partial ownership in a rental property LLC associated with his practice location. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm follows an IPS-driven process based on modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy development, performance reporting, and participant education.