Cranberry Township, PA Mackenzie Way Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

13

Of 3,105 advisors across 852 offices

Location

2009 Mackenzie Way Ste 100 Pmb, 188

Cranberry Township PA 16066

Advisors at this office

13

Advisors at this office

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Joshua V

Series 66

Cranberry Township, PA

LPL Enterprise

Joshua Vanderhoof is a financial advisor with LPL Enterprise in Cranberry Township, PA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Aldi Inc. for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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David T

Series 63, Series 65

Cranberry Township, PA

LPL Enterprise

David Trafican is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previous work history at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kimberly P

Series 63, Series 65

Cranberry Twp, PA

LPL Enterprise

Kimberly Pennine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, NYLIFE Securities, and New York Life Insurance. She has also operated as a self-employed advisor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage, insurance products, and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Scott F

Series 66

Cranberry Township, PA

LPL Enterprise

Scott Fenwick is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he contributes to Fansided and works as a rideshare driver. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, third-party asset management, and brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dylan J

Series 66

Cranberry Township, PA

LPL Enterprise

Dylan John is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2025, he has been involved with Lindy's Automotive Warehouse since 2017. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a variety of advisory and brokerage services, utilizing research, model portfolios, and third-party strategists to support financial planning and investment management.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mark W

Series 65, Series 63

Cranberry Township, PA

LPL Enterprise

Mark White is a financial advisor with LPL Enterprise LLC based in Cranberry Township, PA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, Whipperhill Consulting, and Allan Myers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements. The firm integrates adviser programs with sales of financial products and provides a platform that includes discretionary and non-discretionary financial planning and investment services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James M

Series 63, Series 65

Cranberry Township, PA

LPL Enterprise

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Farmers Financial Solutions. Outside of financial services, he owns a golf simulator business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Brendan K

Series 66

Cranberry Township, PA

LPL Enterprise

Brendan Koroly is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at Erie Junior Seawolves and Shenango Beverage, as well as academic experience at Gannon University and Central Catholic High School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, alongside brokerage and insurance products, through an integrated platform that combines advisory services with product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Earl S

Series 65, Series 63

Cranberry Township, PA

LPL Enterprise

Earl Smith Jr. is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Philip W

Series 63, Series 65

Cranberry Township, PA

LPL Enterprise

Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously spent 39 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, 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 an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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James P

Series 63, Series 65

Cranberry Township, PA

LPL Enterprise

James Piotrowski is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Prudential Insurance Company of America and its affiliate Pruco Securities since 1992. In addition to his advisory role, he is involved with Liberty Mutual as an advisor for property and casualty insurance and as a non-variable insurance agent. LPL Enterprise serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jacob S

Series 66

Cranberry Township, PA

LPL Enterprise

Jacob Schmidt is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Firewater Response, Realty ONE Group Gold Standard, and Waynesburg University. He also has experience working at Bethany College and Elizabeth Forward Highschool. 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 arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Debora K

Series 63, Series 65

Cranberry Township, PA

LPL Enterprise

Debora Kuzmanko is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 13 years. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios, third-party asset managers, and an integrated platform combining adviser programs with other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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