Sherman Oaks, CA Office

Michael Hernandez is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America, Equitable Advisors, and National Planning Corporation. Hernandez serves on both the nonprofit and for-profit boards of the LGBTQ Attorneys and Allies Bar Association. 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 uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

Michael Lira is an advisor at LPL Enterprise with Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2026 and has prior experience working with nonprofit and educational organizations as well as in fitness and professional tree care. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment strategies developed by LPL’s Research Department and third-party portfolio strategists and offers access to third-party asset managers and financial planning services.

Natalie Soo Hoo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Independent Financial Group, LLC. She also receives trail commissions on fixed annuities and life insurance policies. 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, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, consulting, and access to third-party asset managers.

Casimir Nocon is an advisor with LPL Enterprise, holding Series 63 and Series 65 credentials. He has been with LPL Enterprise since 2026 and previously worked in various roles including at Kizame Sushi and Whole Foods Market. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Jason Edmond is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. His background includes over a decade at Farmers Financial Solutions and operating the Jason Edmond Insurance Agency, where he focused on health and property & casualty insurance. Edmond also serves as a consultant for Lifetime Navigators. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by in-house and third-party strategists and offers access to various financial planning and consulting services.

Jordan Yoshitake is a financial advisor at LPL Enterprise with 14 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers with the Hawaii Tax Institute Foundation, engaging in nonprofit conference sponsorship networking. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs model-driven investment implementation and offers access to financial planning, third-party asset managers, and insurance products through its affiliated entities.

Olga Gurevich is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Eskulap Solutions and The Prudential Insurance Company of America. 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 typically employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Jeff Kritzberg is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in the sale of small group health insurance through the Kaiser Foundation Health Plan, Inc. 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 employs a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Hyunseon Roe is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His current tenure at LPL Enterprise began in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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.

Andrew Hewitt is a Series 66-licensed financial advisor with two years of industry experience. He currently works with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Sports USA Media, and Lyft. Outside of finance, Hewitt serves as a technical producer for Sports USA, working in radio, TV, and podcast production. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, 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 insurance product facilitation through its affiliated entities.

Jeffrey Newitt is a CFP® with 20 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, and he has operated Independent Services Consultants LLC since 2009. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically implements investment strategies using model portfolios developed by internal and third-party research teams and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

George Alexopoulos is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1985 and was affiliated with Pruco Securities, LLC. for nearly four decades prior to joining LPL Enterprise. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

William Mai is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gianluca Vitagliano is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Napeague Capital, as well as work in educational institutions such as the University of Colorado, Boulder and Pasadena City College. 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 insurance product sales through affiliated entities.

Michael Han is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Han is also involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm utilizes a model-driven investment approach, offers financial planning and consulting, and provides access to third-party asset managers and wrap programs.