LPL Enterprise

Jonathan Levatino is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory work, he is also employed as a driver for rideshare and delivery services including Uber, Lyft, and DoorDash. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage capabilities.

Michael Randleman is a financial advisor with LPL Enterprise based in Greensboro, NC. He holds a Series 66 designation and has five years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent 14 years at Aarons. Outside of his advisory role, he is involved in direct sales through a health-related multi-level marketing business. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on model portfolio strategies and a broad range of securities and insurance products.

Allan Kessler is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase and Co. for sixteen years. Kessler is also involved with Palm Crossways Consulting LLC in Miami, FL. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

Mason Pascoe is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His previous roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Northwestern Mutual Investment Services, and involvement with VINOSKI WINERY. He also worked in education at John Carroll University and the Belle Vernon School District. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios and discretionary implementation through LPL’s programs.

Danny Dable is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, JP Morgan Chase, and Hudson Bay Capital through Gravitas. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with a range of investment and insurance products.

Anna Wustin is a financial advisor with LPL Enterprise in Sarasota, FL, holding a Series 66 designation and two years of industry experience. She previously worked at Pruco Securities LLC and has a long tenure at The Prudential Insurance Company of America, where she serves as a Sales Support Specialist. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a range of securities and insurance products.

Andrew Reynolds is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses, and has 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he serves as a trustee and executor for family trusts and estates. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Virginia Fallon is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as president of the local chapter of Women and Insurance Financial Services and leads the Accelerators referral group for the Millard Business Association in Omaha, NE. LPL Enterprise provides advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, supporting a broad range of securities and insurance products through its affiliated broker-dealer and insurance agency.

Christopher Pellegrini is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Edward Jones, and Prudential Investment Management Services LLC. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, model portfolio management, and access to third-party asset management programs.

Scott Borgstahl is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services along with affiliated insurance products.

Mark Walters is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved in rideshare driving with Lyft. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Andreas Heinrich is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He has worked at Prudential Insurance Company of America since 2018 and previously at Pruco Securities, LLC. Heinrich is also licensed as a broker/agent for non-variable insurance with United Healthcare and for property and casualty insurance with Prudential P&C. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, with a broad offering of securities and insurance products.

Douglas Szoka II is a financial advisor with Eagle Strategies (New York Life) based in Maitland, Florida. He holds Series 63 and Series 65 credentials and has experience across various roles in the financial services and travel industries since 2013. His prior positions include work at NYLIFE Securities LLC and New York Life Insurance Company, as well as roles outside finance such as at Travel and Leisure and Contentsquare. Eagle Strategies LLC is an SEC-registered investment adviser serving individual investors, high-net-worth households, and employer-sponsored retirement plans through a large network of representatives. The firm offers financial planning, retirement plan consulting, and advisory services utilizing third-party managers and model portfolios, with a significant focus on non-discretionary asset management.

Mark Bond is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Equitable Advisors. Outside of his advisory role, Bond serves as a board member for Faith Baptist Church. LPL Enterprise provides advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a broad range of securities and insurance products.

Brian Montalbano is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust Advisory Services, and Pinnacle Bank. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.