Pittsford, NY Office

Evan Oxley is a financial advisor with LPL Enterprise LLC and holds a Series 66 license. He has been in the industry since 2025, with prior experience at Equitable Advisors, LLC, and has worked in various roles outside of finance, including in brewing and lawn care. LPL Enterprise serves a diverse client base that includes 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 an integrated platform.

Devin Green is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Equitable Advisors and Insero & Co. CPAs, LLP, and held positions at SUNY at Brockport and Wegmans Food Markets. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Benjamin Patrzalek is a CFP® with 10 years of industry experience, currently with LPL Enterprise, LLC since 2025. He previously worked at Equitable Advisors and Axa Advisors, both from 2015 to 2025 and 2015 to 2020 respectively. Patrzalek is also involved in a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, 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 on an integrated platform.

Salvatore Cutaia is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors LLC and Paychex. Outside of advising, he has experience in roles including umpiring for the Rochester District Umpire Association and managing car wash businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers a range of services such as financial planning, model wealth portfolios, and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

Tyler Shufelt is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise, Tyler worked at NYLIFE Securities LLC and New York Life, and he has experience outside finance working at Panera Bread and L.L. Bean. He also serves as a Life Insurance Case Manager at Traditions Financial Group. LPL Enterprise serves a broad 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, and a variety of brokerage and insurance products.

Dylan Wiemer is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. Before joining LPL Enterprise in 2025, he held various positions including roles in landscaping, collegiate settings, and local businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Jayne Knowlton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, New York Life Insurance Company, and healthcare institutions such as Highland Hospital and the University of Rochester Medical Center. She also serves as a Registered Social Security Analyst and is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by a platform that integrates investment advice, insurance products, and lending programs.

Branden Kuzel is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Pruco Securities, LLC from 2015 to 2024. 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 wealth portfolios, combining advisory programs with brokerage and insurance products on an integrated platform.

Jarrid Rockwood is a financial advisor with LPL Enterprise in Pittsford, NY, holding a Series 63 designation and eight years of industry experience. He previously worked at Pruco Securities, LLC for seven years before joining LPL Enterprise. LPL Enterprise 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 portfolios and third-party asset management through both advisory and brokerage channels.

Eric Hurley is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including Evans Bank, NYLIFE Securities LLC, and GIA Cara Inc. Eric is also involved in non-variable insurance activities related to his advisory work. LPL Enterprise serves a diverse clientele 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 via an integrated platform.

Myra Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, AXA Advisors, and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Zachary Daigle is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, including prior roles at Pruco Securities LLC and Hartwell Financial Strategies. Outside of his advisory work, he has operated a wine and liquor business and works as a DoorDash driver. LPL Enterprise serves a wide range of clients—including individuals, retirement plans, charitable organizations, and corporations—offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a comprehensive platform.

Kyle Arena is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at MJS Insurance Agency, LLC, Northwest Bank Corp, and several other firms. Outside of finance, he has worked as a waiter at Oak & Apple Cidery in Penfield, NY. 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 within an integrated platform.

Patrick Case is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2026, he spent ten years at Northwestern Mutual in various roles, including wealth management, investment services, and life insurance. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products including insurance.