Charlotte, NC Carnegie Blvd Office

Jacob Allen is a Series 66-licensed financial advisor with LPL Enterprise in Charlotte, NC. He has one year of industry experience, joining LPL Enterprise in 2025 after roles with local government entities in North Carolina. Outside of advising, he is involved in a non-variable insurance business. 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 model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Michael Stack is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. His background includes roles at Morgan Stanley and the Augusta National Golf Club. Outside of advisory work, he is involved with a non-variable insurance agency. 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 using portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services.

Calvin Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and involvement in the mortgage and real estate business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and Osaic FA, Inc. Gibbs is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include several positions at PNC Wealth Management and PNC Investments from 2015 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Jesse Cassell is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Before joining LPL Enterprise, Jesse held positions at Marellis, Iron Hill Brewery, Lucky Duck, and the University of South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities, using model-driven investment strategies and offering access to third-party asset managers and various financial products.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also involved in part-time bartending and has operated the Bad Bean Baja Grill for over a decade. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Robert Brickey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, and Lincoln Financial Securities Corporation. Outside of finance, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes 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 the Model Wealth Portfolios wrap program.

Barry Gilrane is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Cola Wealth Advisors. Outside of advising, he is involved as a financial professional in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, 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, access to third-party asset managers, and an affiliated insurance agency.

Deborah Cook is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and MSI Financial Services. Outside of her advisory work, she provides accounting and bookkeeping services for a local nonprofit focused on children. LPL Enterprise serves a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

Sarah Kemble is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She previously worked at Pruco Securities LLC and has involvement with Geoff Kemble since 2021. Outside of advisory work, she is associated with real estate rental activities through ownership entities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, 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.

Del Turner is a CFP®-certified financial advisor with six years of industry experience, currently with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Co. of America, City National Bank, and RBC Capital Markets. Turner is also involved as a financial advisor with Carter Financial Group, LLC. 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 LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Chad Neely is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Principal Life Insurance Company, and TIAA-CREF. Neely Financial, LLC was a prior business he owned and operated. 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 utilizes model-driven investment strategies and offers access to third-party asset managers and various financial planning services.

William Martin III is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services, Wells Fargo Clearing Services, and MassMutual. Outside of his advisory work, Martin has longstanding involvement with a mortgage and real estate services business. LPL Enterprise 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’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.