Plano, TX Office

Robert Pugh is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Aaron Becker is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, third-party asset management, and a variety of brokerage and insurance products through its integrated advisory and brokerage platform.

Jonathan Hoopes is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Avalon Securities, and a decade at Moraga Partners LLC and Lion Rock Ventures North America. Outside of advisory work, he is involved in managing Warner Springs Ag LLC, a non-investment business entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with access to model portfolios, third-party management, and insurance products through affiliated entities.

Corina Green is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and BRG Holdings. LPL Enterprise serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutions, offering a range of advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and financial planning with access to insurance and lending products.

Sean Conti is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Pruco Securities LLC and VALIC Financial Advisors. Outside of his advisory role, he is involved with 3266partners, LLC, an entity created for investing and collecting firearms. 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 supported by an integrated platform.

Jairo Mejia is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC, and operates Walker Benefit Group, which focuses on quoting group health, dental, and vision insurance for businesses. LPL Enterprise serves a broad 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 via an integrated platform.

Richard Scordo is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Scordo is also the owner and operator of Scordo Insurance Agency, which offers commercial and personal lines insurance, and serves as a board member of Metro Relief, a for-profit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and insurance products within an integrated platform that supports various client needs.

William Artzberger is a CFA® charterholder with eight years of experience in the financial services industry. He is currently an advisor at LPL Enterprise LLC and has previously worked at Fisher Investments, Outlook Wealth Advisors, LLC, and Edward Jones. 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, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products within an integrated platform.

Lisa Ford is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Money Concepts Capital Corp, Ascend Financial Planning and Wealth Management, and Federal Benefits Academy. She serves on the Board of Directors for the U.S. chapter of the International Association of Registered Financial Consultants and is secretary for the Collin County Black Chamber of Commerce. Additionally, she consults for small businesses to improve credit and sales and is involved in insurance sales focused on health and Medicare-related products. 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 portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Walter Hampton is a financial advisor with LPL Enterprise in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Equity Services Inc, and True North Financial Solutions. Outside of finance, he is involved in music composition and arrangement through Ellis Hampton Percussion Services. LPL Enterprise serves a broad range of clients 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 an integrated platform combining advisory programs with brokerage and insurance products.

Preetinder Chatha is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he spent over 30 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolio programs, and access to third-party asset management, supported by an integrated platform that combines adviser programs with a range of financial products.

Cynthia Michel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, spanning from 2016 to 2024, as well as experience with Allstate Insurance Co. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with product sales.

Marcella Shaikh is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, she worked for seven years with the Garland Independent School District and spent seven years in homemaking. 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, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Scott Gottlich is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at Texakoma Financial, Inc. and Cetera prior to joining LPL Enterprise. Outside of finance, he has been involved in the restaurant industry through WG Restaurant Group LLC (OpenBox Innovations) since 2008. He also has a teaching role at St. Mark's School of Texas. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, as well as access to model portfolios and third-party asset management programs through an integrated platform combining adviser programs with insurance and lending services.

David King is a financial advisor with LPL Enterprise LLC in Plano, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, CETERA Advisor Networks, and United Capital Financial Advisors. He is also involved in insurance and fixed annuity sales through the IMO Annuity and Life Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and third-party asset management, combining adviser programs with active sales of financial products such as insurance.