St. Petersburg, FL 28th St. N. Office

Thomas Byron is a Series 66-licensed financial advisor with LPL Enterprise, based in St. Petersburg, FL, and has three years of industry experience. His background includes positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as prior roles in education and health departments. Outside of his advisory work, he is involved in event setup and breakdown for The Motor Enclave in Tampa, FL. 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 primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a variety of affiliated services beyond traditional securities.

Evan Ansted is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked previously at American Broadband, Yark Automotive, and the University of Tampa. His business activities include a role as a financial professional involved in insurance-related services. 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 uses a model-driven investment approach with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Charles Ochs is a financial advisor with LPL Enterprise in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at Pruco Securities LLC and Wiregrass Financial, among others. Outside of his advisory work, Ochs is involved in media through Ochs Media, which produces radio, TV, and podcast content. 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’s approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and participation in a wrap program.

Jake Homolash is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience with prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Oppenheimer. Outside of finance, he has worked briefly in the restaurant industry. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset managers, and affiliated insurance and trust services.

Ryan Croyle is a financial advisor with LPL Enterprise, holding a Series 66 designation and having three years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Hancock Whitney Bank. 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 uses model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Patrick Kelley is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Raymond James Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, third-party asset managers, and insurance product sales.

Charles Funderburk III is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Bridgewater Associates, and TD Securities. Outside of his advisory work, he is a business owner of Swyft LLC and Owl Partners LLC. 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’s investment approach is model-driven, using portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.

Christopher Smoak is a financial advisor with LPL Enterprise in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also registered as a personal lines agent for property and casualty insurance. 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 access to third-party asset managers and wrap programs, alongside affiliated trust, insurance, and lending services.

Conner Cole is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC, in addition to his current role at LPL Enterprise. His background also includes work in several hospitality and beverage establishments prior to entering the financial industry. 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 primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Shelley Borm is an investment advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank. She is also involved in non-variable insurance activities related to her work with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Michael Bailey is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 38 years of industry experience. He has worked with Prudential Insurance Company of America since 1988 and joined LPL Enterprise in 2024. His other business activities include involvement with non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.