Columbus, OH Office

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance as well as health insurance through affiliated agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Troy Rosko is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates ROSKO LLC, a business entity used for tax and administrative purposes. 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.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked with firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and LPL Financial. In addition to his advisory role, he owns The Legacy Consulting Group LLC, which publishes previously written books, and The Miller's Wealth Management, LLC, a full-service financial and insurance services business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Brian Hennessy is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Pruco Securities, and The Prudential Insurance Company of America. Based in Columbus, OH, he is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. 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 portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

William Harmeyer is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He also operated Harmeyers Market for ten years. LPL Enterprise, LLC 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 within an integrated platform.

Christopher Butcher is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Securities America, and Principal Life Insurance Company. He is based in Columbus, Ohio. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through its integrated platform.

Duane Umphress II is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at JP Morgan Securities LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he bartends and serves at a restaurant in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining adviser programs with active sales of various financial products.

Amy Kelly is a CFP® professional with 19 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Kelly serves as president of the Kappa Kappa Gamma Columbus Alumnae Association, a nonprofit organization. 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 programs through both advisory and brokerage channels.

Andrew Sasser is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Hydraulic Pros LLC and held roles with State Farm agencies. He is also involved in coaching at Cincinnati Christian School and has outside employment with Amazon. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a broad range of brokerage and insurance products through an integrated platform.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. 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 programs through both advisory and brokerage channels.

Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.

Matthew Moore is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to multiple investment programs. The firm’s platform integrates adviser programs with brokerage and insurance products and leverages third-party portfolio strategists and discretionary implementation options.

Carolina Silcott is a financial advisor at LPL Enterprise with a Series 66 designation and one year of experience in the industry. Her prior work experience includes roles at Third Coast Bank and Mercadolibre, as well as positions outside the financial sector. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors and NEO Partners LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated advisory and brokerage platform.

John Hill is a financial advisor at LPL Enterprise with four years of industry experience and a Series 66 designation. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.