Columbus, OH Office

Matthew Close 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 and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance through a Liberty Mutual-affiliated agency and works as a health insurance agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Troy Rosko is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Rosko also maintains an LLC for tax and administrative purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, and PNC Wealth Management. He is also the owner of The Legacy Consulting Group LLC, an entity established for previously published books. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, 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 a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brian Hennessy is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, Prudential Insurance Company of America, and GE Healthcare. He is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Christopher Butcher is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Securities America and Principal Life Insurance Company. 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 utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Duane Umphress II is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he bartends and serves at Grandad's Pizza & Pub in Columbus, Ohio. 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 uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Amy Kelly is a CFP® with 20 years of experience in the financial services industry. She currently works at LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Outside of her advisory work, she serves as president of the Kappa Kappa Gamma Columbus Alumnae Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products through a large network of investment adviser representatives.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Jarrod Brinkman is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and New England Securities. 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, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Moore is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 designation and 26 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 provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Carolina Silcott is a financial advisor at LPL Enterprise LLC with a Series 66 designation and one year of experience at the firm. Her prior work includes roles at Third Coast Bank and Mercadolibre, as well as employment with Au Pair in America and Universidad ICESI. 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, offering financial planning, access to third-party asset managers, and various affiliated services including trust custody, insurance, and lending programs.

Shivjinder Dhillon is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Cambridge Investment Research Advisors, and Mayfield Wealth Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Ryan Froman is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in Prudential-sponsored non-variable insurance business activities. 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’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Preston Rowe is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has worked at The Cheesecake Factory for eight years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolios developed by internal research and third-party strategists, offering financial planning, access to asset managers, and insurance products through affiliated entities.

Michael Lee is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and their prospects, and he is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research or third-party strategists and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.