Rochester, NY Canal Landing Blvd Office

Amy Bennage is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and J.W. Cole Advisors, Inc. Bennage is also involved in a Prudential-sponsored non-variable insurance agency. 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’s investment approach is model-driven, offering access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Lily Kuzel is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and previously worked at Prudential for four years. Kuzel is also involved in non-variable insurance activities through a related insurance agency. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Stephen Bergonzi is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several financial services firms. Outside of advising, he is also licensed to practice law and engages in Medicare sales. 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 organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Michael Curtis is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and 24 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. Outside of his advisory career, he has been involved with Curtis Forestry since 2001. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Kristen Gawron is a Series 66-licensed financial advisor with LPL Enterprise, bringing five years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside activities include involvement in non-variable insurance through a Prudential-sponsored agency. LPL Enterprise, LLC offers 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 provides access to third-party asset managers, insurance products, and affiliated trust and lending services.