Omaha, NE W. Center Rd. Office

John Hagan is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively at Prudential Insurance Company of America and Pruco Securities, LLC since 1991. He is based in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm features a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Matthew Frey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Charles Schwab and Ameritrade. He is based in Omaha, NE. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Eric Baumert is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mutual of Omaha and Prudential Insurance Company of America. Baumert Financial, LLC, an entity he formed for tax purposes, is noted among his business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Price Rivers Jr. is a financial advisor at LPL Enterprise with nine years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining LPL Enterprise, his work history includes roles at the Nebraska Secretary of State and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs model-driven investment implementation and offers access to third-party asset managers, wrap programs, and affiliated trust and insurance services.

Gerardo Castillo is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Enterprise in Omaha, NE. His career includes roles at multiple firms such as Guardian Life Insurance Company and Securities America. Outside of his advisory work, he volunteers as a Court Appointed Special Advocate (CASA) for children affected by the child welfare system and operates Avante Wealth, a life coaching business focused on financial literacy content. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm utilizes model-driven investment approaches and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, alongside brokerage and insurance product sales through affiliated entities.