Rosemont, IL Office

Walter Cosmo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and the Metropolitan Life Insurance Company from 1994 to 2017, followed by positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in insurance-related business activities through multiple agencies in Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program, while also facilitating insurance product sales through affiliated entities.

Maria Garcia is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 32 years of industry experience. Her career includes 30 years at Pruco Securities, LLC and over three decades at Willis Corroon Inc. 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 access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anton Atkinson is a Series 66-licensed financial advisor with LPL Enterprise in Rosemont, IL, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and NinjaTrader LLC, among other firms. He is also involved as an investment representative with Hunken Ewing Financial Group, focusing on non-variable insurance. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brandon Yates is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, Yates is involved with the Chicago Athletic Clubs, where he works directly with the CEO on departmental restructuring and business process implementation. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, 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 insurance product sales through affiliated entities.

Maja Sobolewska is a financial advisor with LPL Enterprise holding a Series 66 designation and 20 years of industry experience. Her prior roles include nearly two decades at Equitable Advisors and Axa Advisors, along with recent positions at Prudential Insurance Company of America and Pruco Securities. She also sells health insurance through Blue Cross Blue Shield on a limited basis. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, focusing on third-party asset managers and model portfolios, and it also offers affiliated insurance and trust services.

Lucy Lu is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. She has previously worked at Standard Chartered Bank Singapore and has been involved with Brightrock LLC and Alinks LLC concurrently for over a decade. 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 utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products such as trust custody and insurance services.

John Barrett is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has held various positions in sectors including education and transportation. Barrett is also a business owner of Dolor, a non-investment-related enterprise based in Chicago. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, alongside access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Agam Jayantara is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Jayantara worked at Dillon Caplinger Shelter Insurance Agency and has been involved with Eternal Buzz Community. Outside of advisory work, Jayantara maintains an active role with Eternal Buzz Community. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, advisory services, and access to various asset managers.

Mark Yeary is a Series 66-licensed financial advisor with LPL Enterprise, LLC and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Thrivent Financial and Thrivent Investment Management Inc. He serves as a board member for the Towne Place Condominium Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach primarily using portfolios developed by LPL’s Research Department and third-party strategists, and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Perry Crawford IV is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, previously working with DefendEdge and Prairie State Gaming, and spent nineteen years as an independent S&P futures trader. Outside of advisory services, he has been involved with Uber Technologies in a rideshare capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional entities, using model-driven investment strategies developed by internal research and third-party portfolio strategists. The firm offers financial planning, access to third-party asset managers, and operates affiliated insurance and trust services.

Robert Amos is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Pruco Securities LLC, Efinancial, and H&R Block. Outside of financial services, Amos is also an author and publisher in the arts and entertainment sector. 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 a model-driven investment approach, offering access to third-party asset managers and a range of financial planning and consulting services.

Linda Moore is a financial advisor with LPL Enterprise in Rosemont, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Moore established Moore & Reid Financial Services, LLC, though the office was not opened due to family circumstances. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Andrew Vokt is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 2008. Vokt serves as a Non-Profit Board Member for NAIFA Chicagoland, assisting with educational initiatives for financial advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, 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 and insurance products.

Timothy Den is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. He occasionally offers Medicare Supplement insurance to clients through a separate brokerage activity. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Arthur Agunloye is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long tenures at Prudential-related entities from 2002 to 2022 and recent roles at Guardian Life and Park Avenue Securities. Agunloye is also involved in health and life insurance sales with multiple providers. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities, offering advisory and brokerage services with a model-driven investment approach that includes access to third-party asset managers and wrap programs.