Phoenix, AZ East Camelback Road Office

Mark Emberton is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America, Client One Securities, and Rock Bridge Financial. Emberton is also commissioned as a notary in Phoenix, AZ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers alongside financial planning and insurance products.

Steven Andrews is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ski Pro and BeatBox Beverages LLC. Outside of advisory work, he has been involved in employment at Ski Pro and data entry for Fairytale Brownies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Stephen Gilbert is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, Western & Southern Life, Bankers Life, and AB Analytics. He is based in Phoenix, AZ. LPL Enterprise 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Andrew Hickman is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services in various roles from 2018 to 2026. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Kimberly Herrera is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 29 years of industry experience and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, BBVA-affiliated entities, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. She is also a member of Integrity Financial Planning & Investment Services PLLC. 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 charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research or third-party strategists, and it offers a range of financial planning, asset management, and insurance product services.

Gilbert Valadez Jr. is a financial advisor with LPL Enterprise in Phoenix, AZ, holding CFP® and ChFC® designations and with 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving the insurance and financial sectors since 1986. Outside of advising, he owns Grip in a Jiff, LLC, a golf club regripping service. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach utilizing third-party portfolio managers and offers financial planning, third-party asset manager access, and insurance products through affiliated entities.

Travis Bloom is a financial advisor with LPL Enterprise based in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, BBVA Securities Inc., Wells Fargo Clearing, Chase Investment Services, and Morgan Stanley DW Inc. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporations, 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 access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Michael Byrnes is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, and JPMorgan. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Timothy Gish is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Prudential Insurance Company of America and Principal Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of affiliated insurance and trust services.

Melissa Santangelo is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Her career includes roles at Pruco Securities LLC and Push Models LLC, along with ongoing involvement at Auxilia Asset Management since 2012. 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’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program through a network of investment adviser representatives.

Mark Boykin Jr. is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. Prior to his advisory career, he worked for the Mayo Clinic for 14 years. He has held roles at several firms, including Cetera and Rayhons Financial Solutions. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored 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.

Joseph Whitfield is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at Edward Jones and INSYS Therapeutics. Outside of finance, he is a partner in MC6, a six-part men’s a cappella group based in Mesa, Arizona, where he participates in performing, recording, and event coordination. 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 a model-driven investment approach, offering financial planning, access to third-party asset managers, and various product services through a network of investment adviser representatives.

Teressa Ryder is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior experience includes roles at New York Life and its affiliated entities from 2005 to 2024, followed by positions at Pruco Securities LLC and The Prudential Insurance Company of America before joining LPL Enterprise. LPL Enterprise, LLC 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 employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Robert Plowman is a financial advisor at LPL Enterprise with 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America Merrill, and Edward Jones. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance products through affiliated entities.

Tao Lin is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, Tao worked at Amazon, Globe Life Liberty National, Iqvia, and Ipsos. 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 primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.