Wakefield, MA Office

Ana Panori is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning a decade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

Joel Stein is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms, including Mass Mutual Investors Services and MetLife Securities. 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 programs through both advisory and brokerage channels.

Francis Ferrelli is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 37 years of industry experience. He previously worked at Putnam Retail Management Limited Partnership for 38 years and had brief tenures with Franklin Distributors, LLC and a period of unemployment before joining LPL Enterprise. 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 programs, integrating advisory services with brokerage and insurance products.

Kavitha Ledwig is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. She has prior experience in real estate services through Dave Ledwig Real Estate, where she has been involved since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Arthur Argeros II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, United Planners' Financial Services, and American Prosperity Group. He is also managing trustee of Argeros Realty Trust. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a variety of brokerage and insurance products.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Kelly Fagan is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and financial planning, supported by an integrated platform that combines adviser programs with sales of various financial products.

Steven Kehoe is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior experience includes roles 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

James Buckley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior roles include positions at Northwestern Mutual and New York Life, where he worked for several years. Buckley is also a board member of the East Boston YMCA, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance offerings and third-party asset management.

Jesse Sherwood is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at 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, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Andre De Oliveira is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. He also operates a non-variable insurance agency in Boston. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Farley Ribeiro is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a property and casualty activity related to client referral and agency coordination in Wakefield, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and brokerage products through an integrated platform that combines advisory programs with insurance sales and lending solutions.

Kristin Polito is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, Morgan Stanley, and Prudential. 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, access to model portfolios, and a range of brokerage and insurance products supported by an integrated platform combining advisory programs with active financial product sales.

Justin Jones is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves in a fiduciary capacity for the Gail Norris True Love Ways 66 Irrevocable Trust. 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 range of brokerage and insurance products via an integrated platform.

Zachary Spencer is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked previously 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. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of financial products, including insurance.