Jacksonville, FL San Marco Blvd Office

Andreas Heinrich is a financial advisor with LPL Enterprise in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America since 2018 and Pruco Securities, LLC from 2018 to 2024. He also works as a broker/agent for United Healthcare and Prudential property and casualty insurance. 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 investment and insurance products through its integrated platform.

Robert Rafacz is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services, utilizing an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.

Phyllis Batchelder is a financial advisor at LPL Enterprise with three years of industry experience. She holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in property management in Jacksonville, FL. LPL Enterprise serves a wide range of clients 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 arrangements, and a variety of brokerage and insurance products through its integrated platform.

David Marr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at several First Command entities, including advisory and brokerage services, from 2023 to 2026. His background includes experience in manufacturing and retail sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products through its integrated platform.

Brandon Whaley is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with LPL Enterprise and has previously worked at Edward Jones, Bank of America, Merrill, and J.P. Morgan Securities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with active sales of financial products and insurance.

Mack Mcshut is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of finance, he is the owner of Jacksonville Electric Vehicle On-Demand LLC, an on-demand transportation business. 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, and access to model wealth portfolios, combining advisory programs with a range of financial products and an integrated platform.

Remington Chenore is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at TruNorth Innovation and Quaestor Advisors and has educational experience at the University of South Carolina and various schools. He serves as a director on the board of Friends of the Library Ponte Vedra Beach. LPL Enterprise provides financial planning, advisory, and brokerage services to a diverse client base, including individuals, retirement plans, nonprofits, and institutional clients. The firm offers access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Tony White is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 65 and Series 63 designations and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2014. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Christopher Ferrara is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He was previously with T. Rowe Price Investment Services, Inc. for ten years. Outside of his advisory work, Ferrara owns a sports cards business based in Raleigh, NC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products through an integrated platform that combines advisory services with active financial product sales.

Phillip Batchelder is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years prior to joining LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services through an integrated platform that includes financial planning, model portfolio options, and access to insurance products.

Joseph Celiberti is a financial advisor with LPL Enterprise LLC based in Jacksonville, FL. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities Inc., Morgan Stanley, and Stratos Wealth Partners. Outside of his advisory work, he is also involved in insurance brokerage, focusing on life, fixed annuities, disability, long-term care, and health insurance. 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, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with the sale of financial products including insurance.

Arthur Reading is a financial advisor at LPL Enterprise with 16 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. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Zac Murphy is a CFP® and CFA® with four years of industry experience, currently serving at LPL Enterprise. His prior roles include positions at PIMCO Investments LLC, Merrill Lynch, and Ullmann Wealth Partners. Outside of finance, he has experience working with the University Athletic Association and in the restaurant industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform combining model portfolios, third-party asset management, and a range of financial products.

Volha Laurentsik is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Enterprise, she worked at Bristol Infrastructure Inc and Century 21 LH Realty, and served in the US Navy from 2008 to 2022. 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 managers through advisory and brokerage channels.

Paul Stern is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, and Empower Advisory Group. LPL Enterprise serves a wide range of clients including individuals, retirement plans, and institutional investors, offering financial planning, advisory services, and access to model portfolios and third-party management through an integrated platform that combines advisory programs with other financial products.