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Christopher B

Series 63, Series 65

Charleston, SC

LPL Financial

Christopher Barton is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, Barton is involved as an insurance agent with Life Policy Pros. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas J

CFP®, Series 66

Charleston, SC

LPL Financial

Thomas Jahn is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2015. He previously worked at Morgan Stanley from 2011 to 2015. Outside of his advisory role, Jahn is also a pilot for American Airlines. 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 and access to model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Janet D

Series 63, Series 65

Charleston, SC

LPL Financial

Janet Dember is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously operated Janet E. Dember Income Tax Service for 28 years and worked with various insurance carriers and Waddell & Reed, Inc. for over three decades. Outside of advisory services, she has been involved in tax preparation and accounting through her own business. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ty P

Series 66

Charleston, SC

LPL Financial

Ty Peterson is a Series 66-licensed advisor with LPL Financial, based in Charleston, SC, and has been with the firm since 2026. His prior experience includes roles in education and hospitality, including positions at Appalachian State University and Lowland Tavern. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves 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 third‑party asset managers, with a focus on both discretionary and non‑discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Donald A

Series 63, Series 65

Charleston, SC

LPL Financial

Donald Allen is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial and its predecessor firms since 1995. Outside of his advisory role, he is involved in a land ownership venture with family members. 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 financial planning and investment management services through a large network of investment adviser representatives, combining advisory platforms with extensive non-advisory financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lance T

Series 63, Series 65

Charleston, SC

LPL Financial

Lance Tyner is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial and Lighthouse Wealth Advisors of Charleston LLC in 2021, he worked at Ilderton Conversions of North Charleston and S&S Tire Wholesale. 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 wide range of services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephen T

Series 66

Charleston, SC

LPL Financial

Stephen Thomas is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2013. He previously worked at Edward Jones from 2009 to 2013 and briefly at Wells Fargo Clearing. Outside of his advisory role, Thomas coaches youth soccer with the Asheville Buncombe Youth Soccer Organization. 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 broad range of advisory and brokerage services supported by model portfolios, third-party asset management, and various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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