Glen Allen, VA Cox Road Office

Daniel Egan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been professionally involved as a musician, performing as a trumpet player with several orchestras including the Richmond Symphony Orchestra and the Houston Symphony. He also teaches music at the National Music Festival. 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, and a range of brokerage and insurance products.

Bryan Davis is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as secretary on the Georgetown Condominium Owners Association board, a nonprofit organization in Hampton, VA. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of financial products and access to model portfolios and third-party asset management.

Edward Price is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Financial Services. LPL Enterprise serves a diverse client base comprising 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.

Spencer Coor is a Series 66-licensed financial advisor with LPL Enterprise and has one year of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and State Farm. LPL Enterprise, LLC 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 wealth portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

Michael Sobilo is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Level Four Advisory Services, and LPL Financial. Additionally, he is involved with J M Ford & Associates, offering group and individual health insurance services. 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 provides financial planning, consulting, access to model portfolios, third-party asset management, and various brokerage and insurance products within an integrated platform.

Harry Matheney II is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America, Pruco Securities, LLC, The Path Financial Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Matheney is also involved with Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Gaines III is a Series 66 credentialed advisor at LPL Enterprise with two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with over a decade of service in the United States Navy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

John Miller III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Andrew Brancaccio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at 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 through advisory and brokerage channels. The firm offers financial planning, model wealth portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset management programs.

Jared Troutman is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Old Dominion Capital Management, Commonwealth Financial Network, and L.M. Kohn & Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Michael Marziaz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Insurance Services, Inc. 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 through a platform that integrates investment adviser representatives with access to model portfolios, third-party asset management programs, and a broad range of financial products.

Brenton Luper is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has nine years of industry experience, including roles at Prudential Insurance Company of America, Wells Fargo Clearing, and Wells Fargo Bank NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Kristen Spurlock is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and access to model portfolios and third-party asset management programs.