Vienna, VA Office

James Hegel is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, The O.N. Equity Sales Company, Ohio National Financial Services, and Mass Mutual Investors Services. LPL Enterprise, LLC provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Chad Sigmon is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has experience working with local government as a commissioner of revenue and has been involved in managing a private club. 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 access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nathan George is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Evergreen Country Club and PepsiCo CVA, along with varied experience in education and logistics. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Ryan Rushe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 12 years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. He also hosts a weekly networking meeting focused on business promotion and marketing. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation alongside broker-dealer and insurance services.

Spencer Herzog is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at George Mason University, Lion Street Financial, and Income & Estate Planning Partners. Outside of finance, he has worked in the restaurant industry, including at Chuys Tex Mex Restaurant and O'Neill's Irish Pub. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and 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 providing affiliated trust custody, insurance services, and collateralized lending.

Paul Barbieri is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at firms including Prudential Insurance Company of America, Pruco Securities, LLC, BB&T Investment Services, Guardian Life, and Northwestern Mutual Investment Management. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, 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, financial planning, and insurance products through affiliated entities.

Douglas Randolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management services tailored to individual client needs. His approach begins with understanding the client's family and financial situation to develop flexible strategies aligned with their long-term goals. Douglas offers access to Merrill's investment insights and the banking services of Bank of America to address various aspects of his clients' financial lives. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, sports and entertainment, and tax minimization. Douglas holds a Bachelor's Degree from the University of Notre Dame and is a Personal Investment Advisor (PIA). Douglas is actively involved in his community, participating in organizations such as Herb and Temple, Old City Cemetery, ND Club of Richmond, Grass Roots Soccer South Africa, Resume Support for College Students, and Trash Clean Up in Virginia. He follows Merrill's tradition of community participation through volunteering. Outside of his professional work, he enjoys adventure sports, basketball, camping, chess, cooking, fishing, gardening, hiking, and woodworking.

Ryan Kalucki 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 and Pruco Securities LLC. He has also been involved in managing a DBA for LPL business activities in Vienna, VA. LPL Enterprise, LLC 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Noah Gick is a Series 66-licensed financial advisor with LPL Enterprise, based in Vienna, VA. He has one year of industry experience, with prior roles at Pruco Securities LLC, Capital One, and Financial Designs. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Dlugacz is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, and New York Life. Dlugacz is also involved in non-variable insurance activities through The Guardian Life Insurance Company and Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable 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.

Robert Howard is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has 30 years of industry experience, including prior roles at Prudential Insurance Company of America and BB&T. Howard is also a partner at Integrated Wealth Advisors, where he engages in financial planning, insurance sales, and account servicing. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

Matthew Demartino is a financial advisor with LPL Enterprise who holds the ChFC® designation and Series 63 and 65 licenses, with 17 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Integrated Wealth Advisors, providing financial planning and investment strategy services to individuals, families, and small businesses. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily through third-party managers and offers financial planning, consulting, and access to various asset management programs.

Robert Mc Namara is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with LPL Enterprise and has held prior positions at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. Mc Namara is based in Vienna, VA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various insurance and trust services through affiliated entities.

James Brackin III is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience in the financial industry dating back to 2008, including prior roles at Bridgeborn and DevTech Systems, Inc. He began his tenure at LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and a wrap program through Model Wealth Portfolios.

Francisco Valeriano is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 22 years of industry experience, previously working at firms including Prudential Insurance Company of America, Pruco Securities, LLC, MassMutual, HSBC Securities, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm typically implements investment strategies through model-driven portfolios developed by its research department and third-party portfolio strategists, while also offering affiliated trust custody, insurance services, and secured credit programs.