Tampa, FL W. Boy Scout Blvd. Office

Brian Montalbano is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 31 years of industry experience. His work history includes roles at Synovus Securities, Synovus Bank, SunTrust Advisory Services, and Pinnacle Bank before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, delivering investment advice primarily through advisory representatives using proprietary research, model portfolios, and third-party strategists. The firm offers a platform that integrates advisory programs with brokerage and insurance products, along with lending services.

Daniel Tochinskiy is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he serves as a notary public in Tampa, FL. LPL Enterprise serves a broad mix of clients, 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 through an integrated platform.

Rockcliff Christie is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and JPMorgan Chase. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, advisory services, and access to brokerage and insurance products through a multifaceted integrated platform.

Jacob Layton is a financial advisor with LPL Enterprise in Tampa, FL, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience working in various roles, including at Perry Ellis International and in educational positions at the University of South Florida, Legend High School, and Cimarron Middle School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

Brinton Parker is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, where he worked from 2010 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services across advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products through an integrated platform.

Xiaobo Dichillo is a financial advisor at LPL Enterprise with Series 63 and Series 66 registrations and one year of industry experience. His prior roles include positions at Fidelity Investments, MassMutual, and Park Avenue Securities. 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 a range of brokerage and insurance products through its integrated platform.

Lisan Burney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining LPL Enterprise and Prudential Advisors in 2025, she worked at First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services. Burney is also involved as a board member of the Veterans of Foreign Wars Post 8116 and volunteers with Accelerate/Ascend Brevard. 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 wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products through its integrated platform.

Paul Finocchiaro is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior roles include positions at C2P Capital Advisory Group, Centrus Financial Strategies, Southshore Financial Planning, and Zeiders Enterprises. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform supporting both advisory and brokerage services.

Jeremy Dicocco is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior experience includes roles at Ernst & Young and service in the United States Air Force for eleven years. Outside of his advisory work, he owns a business called Designs by DiCocco. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various managed portfolio programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Peter Zwart is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. He is also involved in insurance-related activities through Prudential-sponsored non-variable insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

John Mahoney Jr. is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank for over a decade. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products.

Ricky Wallace is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at The Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. In addition to his advisory role, he sells various types of insurance including life, health, fixed annuities, property and casualty, and disability insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance. The firm’s integrated platform combines advisory programs with active sales of financial products and leverages third-party asset management arrangements.

Christian Williams is a financial advisor with LPL Enterprise in Tampa, FL, holding Series 65 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Citi Bank and McAdam LLC, and he has a background that includes time at the University of Miami and Circles Waterfront Restaurant. Williams is also the owner of 4Good Consulting LLC. 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 various investment and insurance products through an integrated platform.

Joseph Schaefer is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tampa, FL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Lam Nguyen is a financial advisor with LPL Enterprise in Tampa, FL, 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 Western & Southern Life. Before entering the financial services industry, he worked for nine years at Tech Data Corporation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory and brokerage capabilities.