Roseville, CA Douglas Blvd Office

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Taylor Reed is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise, Taylor worked at The 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 through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Michelle Mccormick is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with LPL Enterprise LLC. She has previously worked in marketing through MCORMC Marketing since 2022 and has a background spanning over a decade in a separate professional role prior to entering the financial services industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales on an integrated platform.

Elizabeth Keyser is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations, and has 10 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Lincoln Financial Securities Corporation. 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, consulting, and access to model portfolios, with investment advice primarily delivered by investment adviser representatives using LPL’s research and third-party strategists.

Loren Taing is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with LPL Enterprise in Roseville, CA. His prior work history includes roles at U.S. Bank and CDC Small Business Finance Corp. He is also involved in a non-variable insurance agency based in West Sacramento, CA. LPL Enterprise serves a diverse client base that includes 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.

Geremy Zezini is a financial advisor with LPL Enterprise in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab and CliftonLarsonAllen Wealth Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Reginald Willhite is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Stryker, and Allergan PLC. Willhite operates under the Katz Team and Katz Group DBAs, through which he offers comprehensive wealth management services including financial planning, investment management, and insurance solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, providing services through advisory and brokerage channels. The firm combines adviser programs with active financial product sales and utilizes third-party asset managers and model portfolios in its investment approach.

Ashish Desai is a financial advisor with LPL Enterprise in Roseville, CA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, nonprofits, corporations, and institutional clients, offering both advisory and brokerage services through a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Robert Duray is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he served in the United States Air Force for a total of 11 years. LPL Enterprise, LLC serves a broad mix 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, with an integrated platform that combines advisory programs and the sale of various financial products.

Donald Coombs Jr. is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Wfgia, Homwowners Financial Group USA, Jmac Home Loans, and Bank of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services such as financial planning, model portfolio management, and access to a range of brokerage and insurance products through its integrated platform.

Julie Barros is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and 10 years of industry experience. Prior to joining LPL Enterprise in 2025, she held roles at several mortgage firms, including Equity Smart Home Loans and NEXA Mortgage, as well as at financial institutions such as Fidelity Brokerage Services and J.P. Morgan Securities. She is also involved in mortgage and real estate services through Bautista Group, a California corporation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales, supported by a network of third-party portfolio strategists and discretionary implementation options.

Brendan Snyder is a financial advisor at LPL Enterprise with 15 years of industry experience and holds the Series 66 designation. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, BenefitFocus, and Axa Advisors, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.

Hyong Leung is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as self-employment and work at Ivoclar Vivadent. 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, and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.