LPL Enterprise

Valerie Lee is a financial advisor at LPL Enterprise and Prudential Financial. She holds a CFP, Series 7, and Series 65. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Daniel Egan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been professionally involved as a musician, performing as a trumpet player with several orchestras including the Richmond Symphony Orchestra and the Houston Symphony. He also teaches music at the National Music Festival. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

The 3 Fires Framework Jamie Dunn helps families build a comprehensive financial strategy through a proprietary approach called The 3 Fires Framework. Each fire serves a distinct purpose, but together they create a complete plan for growing, protecting, and transferring wealth. Forge The Fire That Grows Your Wealth The Forge is focused on building and growing assets. Through disciplined investment strategies and a personalized approach, Jamie helps clients put their money to work so they can pursue their long-term financial goals with confidence. Hearth The Fire That Provides Stability Market volatility is inevitable, but panic does not have to be. The Hearth is designed to help clients remain confident during uncertain times by creating reliable income strategies and withdrawal plans that support their lifestyle without reacting emotionally to market fluctuations. Sentinel The Fire That Protects Your Legacy The Sentinel focuses on preserving wealth for future generations. Through thoughtful tax planning, wealth transfer strategies, and legacy planning, Jamie helps clients safeguard what they have built and create a lasting impact for their families. Bringing the 3 Fires Together When all three fires are working together, clients gain a clear and coordinated financial strategy. The 3 Fires Framework helps answer three of the most important questions in retirement and wealth management: How should I invest my money? (Forge) How should I withdraw from my accounts? (Hearth) How can I plan for taxes and protect my legacy? (Sentinel) By balancing growth, income, and protection, Jamie helps families create a financial plan designed not only for today's needs, but for generations to come.

Jonathan Levatino is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he maintains part-time employment as a rideshare driver for Uber and DoorDash. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is 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 participation in wrap programs.

Michael Randleman is a financial advisor at LPL Enterprise with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales through a health-related multi-level marketing 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 typically employs model-driven investment approaches, offers financial planning and access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Allan Kessler is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously spent sixteen years at JPMorgan Chase and Co. and has operated Palm Crossways Consulting LLC since late 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm utilizes a mostly model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mason Pascoe is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services. Outside of finance, he has worked at Vinoski Winery. 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 and offers access to third-party asset managers and a range of financial planning services.

Danny Dable is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, JP Morgan Chase, and Hudson Bay Capital through Gravitas. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Anna Wustin is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has prior work history at Pruco Securities LLC and The Prudential Insurance Company of America, where she also serves as a Sales Support Specialist. LPL Enterprise, LLC 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 employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and a wrap program.

Andrew Reynolds is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. 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 using portfolios developed by LPL’s Research Department and third-party strategists, offering services that include financial planning, access to external asset managers, and insurance product facilitation.

Virginia Fallon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Christopher Pellegrini is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His work history includes significant tenures at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC 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 primarily employs model-driven investment implementation and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Scott Borgstahl is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Borgstahl is involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Mark Walters is a Series 66-licensed financial advisor with four years of industry experience. He currently works at LPL Enterprise and previously held roles at Bank of America, Merrill, Nylife Securities, and New York Life Insurance. Outside of his advisory work, Walters also engages in rideshare driving with Lyft. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of financial planning, asset management, and insurance products.