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Robert R
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Robert Rollins is a CFP® professional with 33 years of experience in the financial industry, currently affiliated with LPL Enterprise. He has been with LPL Financial since 2013. In addition to his financial career, Rollins has served as a wrestling official since 1974. 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, combining advisory services with brokerage and insurance products on an integrated platform.
Jesse N
Series 66
Fort Mill, SC
LPL Enterprise
Jesse Noblett is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2017. Outside of his advisory work, he participates in a Q&A chat app called Superfy, where he answers questions about life and the world. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.
Vanessa S
Series 66
Fort Mill, SC
LPL Enterprise
Vanessa Striegel is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Cambridge Investment Research, Inc. In addition to her advisory role, she owns a pet and home care business. 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.
Victoria S
Series 66
Fort Mill, SC
LPL Enterprise
Victoria Swanson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 27 years of experience in the financial services industry, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she has been involved in a remodeling business for over two decades. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.
Reginald M
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Reginald Mccall is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include 12 years at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he works as a tax associate with H&R Block. 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.
Dagmar A
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 to 2024 before joining LPL Enterprise in 2024. Outside of her advisory work, she is the owner of Gem Jewel MFG, LLC, a non-investment-related business. 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 wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Laura S
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Laura Silva Flores is a financial advisor at LPL Enterprise with 16 years of industry experience. She has held roles at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory work, she is involved in direct sales with Young Living Business. 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.
Joann S
Series 66
Fort Mill, SC
LPL Enterprise
Joann Sacco is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and previously worked at Comerica Securities, Inc. for nine years. Outside of her advisory role, she is also a Mary Kay consultant. LPL Enterprise serves a diverse range of clients 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 advisory and brokerage platform.
Clarence B
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. Outside of finance, he works as a sound engineer for Encore Music and serves as a tech director for St. Andrews Church, where he operates and maintains audio/visual systems. 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 portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with product sales.
James X
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.
Michele C
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Michele Cahayla is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities for over two decades before joining LPL Enterprise. 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 third-party asset management through an integrated platform that combines adviser programs with brokerage and insurance products.
Jamie L
Series 66
Fort Mill, SC
LPL Enterprise
Jamie Lanik is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines proprietary research, model portfolios, and third-party asset management arrangements.
Dahmen L
CFP®, Series 66
Fort Mill, SC
LPL Enterprise
Dahmen Lariviere is a CFP® with 24 years of industry experience, currently with LPL Enterprise since 2024. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and Global Atlantic Financial Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment adviser programs with financial products and lending solutions.
Serena B
Series 66
Fort Mill, SC
LPL Enterprise
Serena Bachoua is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at LPL Financial LLC from 2020 to 2024 and held various roles in retail and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.
Bruno G
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Bruno Grenci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and having 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and its affiliated entities from 2006 to 2024. Outside of his advisory role, he acts in a fiduciary capacity for the Catherine Grenci Family 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.
Marci S
Series 65, Series 63
Fort Mill, SC
LPL Enterprise
Marci Stier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and 29 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation from 1995 to 2024. 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 arrangements, and a range of brokerage and insurance products via an integrated platform.
Donna C
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Donna Canty is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked extensively with Prudential Insurance Company of America and its related entities from 2003 to 2024 before joining LPL Enterprise. Canty is also a licensed public notary in Georgia. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.
James J
Series 66
Fort Mill, SC
LPL Enterprise
James Jenson is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2009, with a one-year tenure at National Planning Corporation in 2016–2017. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.
Jahnese A
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Jahnese Alston is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Jahnese worked for Prudential Insurance Company of America and Pruco Securities, LLC from 2008 to 2024. Outside of her advisory role, she has part-time employment delivering Uber Eats and catering services. 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, consulting, and investment services through advisory and brokerage channels, leveraging model portfolios, third-party management, and an integrated platform that includes insurance products and collateralized lending programs.
Bryan D
Series 66
Fort Mill, SC
LPL Enterprise
Bryan Duty is a financial advisor at LPL Enterprise with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Morgan Stanley. Outside of his advisory work, he serves as president and manager of Grace Retreat LLC, a real estate-related business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm combines adviser programs with active sales of financial products and offers an integrated platform that includes model portfolios, third-party asset management, and insurance products.
Debbie H
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Debbie Homan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior career includes extensive tenure at Prudential Insurance Company of America from 1989 to 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.
Vicky R
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Vicky Rivera is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Pruco Securities, LLC and Prudential Insurance Company of America, among other firms. Outside of finance, she is involved as a CrossFit coach. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions 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.
Robert G
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Robert Garret is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. 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.
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