Alan Mooneyham is a CFP® professional with 39 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over three decades with Jackson National Life and Waddell & Reed, INC. Outside of his financial advisory roles, he served as a non-variable insurance agent with Jackson National Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Michael Botwinick is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial since 1998. He is based in Bluffton, SC, and has experience selling fixed whole life and group health insurance. Outside of his advisory role, he is a co-owner of Black Sheep Aviation, LLC, which holds an aircraft. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and access to model portfolios, employing various investment strategies supported by proprietary research and technology tools.

Servando Llanio Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2018 and has a long tenure at Invest Financial Corporation dating back to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and strategies, supported by advanced operational and research tools.

William Mercer is a financial advisor with LPL Financial based in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 44 years of industry experience, including 34 years at THE O.N. Equity Sales Company and over three decades operating his own firm, William M Mercer and Associates. In addition to his advisory work, he owns a separate business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Sean Lavelle is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, including a decade at Edward Jones before joining LPL Financial and NewEdge Advisors in 2025. He provides investment advisory services through NewEdge Advisors, an independent registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jodi Mccloskey is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 26 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, serving a total of 11 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.