Plano, TX Office

Robert Pugh is a financial advisor with LPL Enterprise in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated product and service offerings.

Aaron Becker is a Series 66-licensed financial advisor with LPL Enterprise, based in Plano, TX, and has five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC. Becker’s background includes several years in education at the high school and university levels. He is also involved in a Prudential-sponsored non-variable insurance business. 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 model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Jonathan Hoopes is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Moraga Partners LLC and Ameriprise Financial Services LLC. Outside of his advisory work, he is a business owner of Warner Springs Ag LLC. 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 model-driven investment implementation and offers financial planning, access to third-party asset managers, and other services through a network of investment adviser representatives.

Corina Green is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and Merrill. 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 and emphasizes access to third-party asset managers and programs, along with notable offerings in non-securities products such as affiliated trust custody and insurance services.

Sean Conti is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including Fidelity and VALIC Financial Advisors. Outside of his advisory work, he has involvement with 3266partners, LLC, an entity created for investing in firearms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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.

Jairo Mejia is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Mejia is also involved with Walker Benefit Group, where he provides group health, dental, and vision insurance quotes to businesses. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Richard Scordo is a financial advisor at LPL Enterprise with 20 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. Outside of his advisory role, he operates Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a board member for Metro Relief. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, 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.

William Artzberger is a CFA® charterholder and holds the Series 66 designation with eight years of experience in the financial industry. He has worked at firms including Fisher Investments, Outlook Wealth Advisors, Edward Jones, and Ameriprise. Since 2026, he has been associated with LPL Enterprise in Plano, TX. 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 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.

Lisa Ford is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds the Series 66 credential and has previously worked at firms including Money Concepts Capital Corp and Federal Benefits Academy. Ford is a board member of the U.S. chapter of the International Association of Registered Financial Consultants and serves as secretary for the Collin County Black Chamber of Commerce. She also operates L Randle Enterprises, a small business consulting firm. 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 large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to asset managers, and insurance products through affiliated entities.

Walter Hampton is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, Equity Services Inc, True North Financial Solutions, and National Life Group. Outside of finance, he composes and arranges music through Ellis Hampton Percussion Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trustee services.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. 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 entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.

Cynthia Michel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

Marcella Shaikh is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked for the Garland Independent School District for seven years. 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 entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Joy Simar is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, NYLife Securities LLC, and New York Life. Her other activities include involvement in non-variable insurance through various agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities via a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Scott Gottlich is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Before joining LPL Enterprise in 2026, he worked at Texakoma Financial, Inc. and Cetera. Outside of his advisory roles, he has been involved with WG Restaurant Group LLC (OpenBox Innovations) since 2008 and has served at St. Mark's School of Texas since 2023. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs primarily model-driven investment strategies and offers access to third-party asset managers and various financial planning and consulting services.