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Robert R
CFP®, Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Robert Rollins is a CFP® credentialed financial advisor at LPL Enterprise with 33 years of industry experience. He worked at LPL Financial for 11 years and has served as a wrestling official since 1974. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.
Jesse N
Series 66
Fort Mill, SC
LPL Enterprise
Jesse Noblett is a financial advisor with LPL Enterprise who holds a Series 66 designation and has seven years of industry experience. He has been with LPL Financial LLC since 2017 and joined LPL Enterprise in 2024. Outside of his advisory work, he contributes to Superfy, a Q&A chat app where he answers questions about life and the world. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to a range of financial planning and consulting services.
Vanessa S
Series 66
Fort Mill, SC
LPL Enterprise
Vanessa Striegel is a financial advisor at LPL Enterprise with 11 years of industry experience and holds the Series 66 designation. She worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Enterprise in 2024. Outside of her advisory role, she owns a pet and home care business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.
Victoria S
Series 66
Fort Mill, SC
LPL Enterprise
Victoria Swanson is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 27 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America and Cetera Advisors LLC. Outside of financial services, she is the owner of JRS Remodeling, a business she has operated since 2004. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, trustee services, and insurance product facilitation.
Reginald M
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Reginald Mccall is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 12 years. Outside of his advisory role, he is also employed as a tax associate with H&R Block. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.
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. Prior to joining LPL Enterprise in 2024, Adams worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 through 2024. Outside of finance, Adams is the owner of Gem Jewel MFG, LLC, a jewelry manufacturing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.
Laura S
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Laura Silva Flores is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 to 2024. Outside of her advisory role, she is involved in direct sales with Young Living. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program through a network of investment adviser representatives.
Joann S
Series 66
Fort Mill, SC
LPL Enterprise
Joann Sacco is a financial advisor with LPL Enterprise in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes nine years at Comerica Securities, Inc., and she also works as a Mary Kay consultant in a non-investment-related role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.
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 licenses and bringing seven years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC and Cambridge Investment Research. Outside of his advisory work, he has been involved as a sound engineer and tech director for music and church events, and he conducts educational workshops on Medicare for nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
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 licenses and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. 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 primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.
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 26 years of industry experience. She previously worked for Prudential Insurance companies and Pruco Securities from 1999 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, and institutional clients, offering investment advisory and brokerage services with a model-driven approach to portfolio management and access to third-party asset managers.
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 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program.
Dahmen L
CFP®, Series 66
Fort Mill, SC
LPL Enterprise
Dahmen Lariviere is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at PRUCO Securities, The Prudential Insurance Company of America, Forethought Distributor, Epoch Securities, and several other firms dating back to 2010. 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 primarily employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust and insurance services.
Serena B
Series 66
Fort Mill, SC
LPL Enterprise
Serena Bachoua is a Series 66-licensed financial advisor with six years of industry experience. She has been with LPL Enterprise, LLC since 2024 and previously worked at LPL Financial LLC from 2020 to 2024. Her background also includes various roles outside finance, such as positions at Ross Dress for Less, Panda Express, Panera Bread, and Reliable Appliance Service. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.
Bruno G
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Bruno Grenci is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and related entities. Outside of his advisory work, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trustee services.
Marci S
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Marci Stier is a financial advisor at LPL Enterprise with Series 63 and 65 licenses and 29 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 1995 to 2024 before joining LPL Enterprise. 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, alongside offering financial planning and access to various third-party asset managers.
Donna C
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Donna Canty is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliated entities from 2003 through 2024. Canty is also a licensed public notary in Georgia. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.
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 2013, including time at National Planning Corporation from 2016 to 2017. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.
Jahnese A
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Jahnese Alston is a financial advisor at LPL Enterprise with 12 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 16 years. Outside of her advisory role, she is employed as a delivery worker for Uber Eats and a catering deliverer for Tacos4Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Debbie H
Series 63, Series 65
Fort Mill, SC
LPL Enterprise
Debbie Homan is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Her career includes positions at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers along with financial planning and consulting services.
Vicky R
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Vicky Rivera is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined eight years. Outside of her advisory role, she coaches CrossFit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth individuals, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.
Robert G
Series 63, Series 66
Fort Mill, SC
LPL Enterprise
Robert Garret is a financial advisor with LPL Enterprise who holds the Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.
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