Orlando, FL Millenia Boulevard Office

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at firms such as Morgan Stanley, Raymond James Financial Services, Metlife Securities, and Mass Mutual Investors Services. He also receives residual income from insurance policies written at a prior employer. 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 entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Maan Halees is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has experience with several other businesses, including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including 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 it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Richard Macak III is a financial professional with 15 years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 65 designations and has worked with firms including Cetera Wealth Services, Omni Financial Services, and MetLife Securities. Outside of his advisory role, he is involved in fixed insurance sales and participates as a trainer in continuing education seminars. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Daniel Polon is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his advisory career, he was employed by public school systems in Mobile and Escambia counties. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a broad network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and participating in a Model Wealth Portfolios wrap program.

Alexander Utsey is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Couch Braunsdorf Insurance Group. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience and holds a Series 66 designation. His career includes roles at The Prudential Insurance Company, Pruco Securities, Ameriprise Financial Services, Cetera Advisors, UBS Financial Services, Merrill, and Citigroup Global Markets. Bell is involved in owner and financial planner roles for multiple entities affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Rosenberger III is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Additionally, he has been involved in business ownership activities, including as a Certified Exit Planning Advisor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Patricia Donald is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and IDEA Public Schools. Her background also includes roles at LSI, CORFoundation, and Sandy Hook Promise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Urundi Knox is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in both investment services and life insurance roles. Outside of advising, he is involved with Willie Mack III LLC, a sports and fitness-related activity based in Orlando. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Ernesto Ramirez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, J.P. Morgan Securities, and other financial firms. Ramirez is based in Orlando, FL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate 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 additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Jared Silverman is a financial advisor at LPL Enterprise with the Series 66 designation and 13 years of industry experience. He previously worked at Oppenheimer for 10 years before joining LPL Enterprise in 2026. 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 and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Erik Abraham is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Allianz Life Financial Services, and The Prudential Insurance Co. of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Jingbo Yuan is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previous experience at The Prudential Insurance Company of America and Pruco Securities LLC. Yuan has also spent time at Johns Hopkins University and the University of California, Irvine. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, 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 products through affiliated entities.

Rueben Hill II is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Outside of his advisory work, he is involved with Hill Properties, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.