Atlanta, GA 3343 Peachtree Road, N.E. Office

Mark Walters is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Nylife Securities, and New York Life Insurance. Outside of finance, he engages in rideshare driving with Lyft in Loganville, GA. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

David Kroll is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various model portfolios and third-party asset management programs through an integrated platform.

Michael Steck is a financial professional with 43 years of industry experience, currently affiliated with LPL Enterprise since 2024. He holds the Series 63 and Series 65 designations and has an extensive career history including roles at Pruco Securities, LLC and Prudential Insurance Company of America. Steck is also a partner at Cornerstone Financial Partners, LLC, where he is involved in the sales and service of insurance and investment products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, delivered primarily by investment adviser representatives using LPL’s integrated platform.

Ji Young Lee is a financial advisor with LPL Enterprise in Atlanta, GA. Lee holds a Series 66 designation and has recent experience at Prompt Owl, LLC and a prior 10-year career at Delta Airlines. Outside of financial services, Lee is involved with Prompt Owl, LLC, an entrepreneurial venture. LPL Enterprise serves a diverse client base—including individuals, retirement plans, charitable organizations, corporations, and institutions—offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels. The firm combines adviser programs with financial product sales and maintains integrated lending and referral relationships.

Robert Gaynier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2016 and previously at Pruco Securities, LLC. In addition to his advisory role, he is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

Mary Greene is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 16 years before joining LPL Enterprise in 2024. Outside of financial services, she owns two businesses: Genesis Consulting Solutions LLC and Explore the World Travel LLC, a travel and leisure company. 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 programs, and a range of brokerage and insurance products within an integrated platform.

Kelly Squires is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and 34 years of industry experience. Prior to joining LPL Enterprise in 2024, Squires worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Squires has established a financial advisory LLC in Georgia to facilitate the legal succession of their practice. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Austin Willis is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Enterprise in Atlanta, GA. Prior to joining LPL Enterprise, he worked at Kestra Investment Services LLC and held various roles in insurance and risk management agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies through an integrated platform that combines financial planning, asset management, and insurance products.

Gregory Clark is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for a decade at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he serves as Vice President of Institutional Advancement at Alabama State University, overseeing the university’s marketing, communications, development, and alumni relations functions. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Sung Ko is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2009 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

Zachary Henderson is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at PNC Bank, PRUCO Securities, LLC, Electronic Express, Aldi, Cellular Sales, and Top O' The River. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through both advisory and brokerage channels.

Konstantinos Bozzuto is a financial advisor with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns KF Benefits, LLC, a company that brokers small business employee benefits. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, providing financial planning, consulting, and access to various advisory and brokerage programs. The firm’s platform integrates advisory services with insurance offerings and lending programs, utilizing both internal and third-party portfolio management resources.

Yuemei Sun is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Sun worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2011 to 2024. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.

Kerry Bonselaar is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Enterprise in 2024, Kerry worked at Pruco Securities LLC from 2022 to 2024 and has been involved with Kelly M Squires since 2012, where he is engaged in soliciting property and casualty insurance products. LPL Enterprise serves a broad 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 brokerage and insurance products using an integrated platform combining adviser programs with active sales of financial products.

Brian Kazinec is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously spent 30 years at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America throughout his career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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, operating an integrated platform that combines adviser programs with active sales of other financial products.