Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior firms include Securities America Advisors, Mass Mutual Investors Services, and TCA Financial Group. Outside of advising, he works as a background actor and serves as an international visitor liaison. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with advice delivered by investment adviser representatives who may use proprietary research and third-party strategies.

John Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advising, he is involved in several business ventures including Carolina Title Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools for research and operations.

Scott Davis is a financial advisor with LPL Financial in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses, with 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades, and more recently at OSAIC. Davis has business interests including a non-investment-related corporation and involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment platforms, utilizing a large network of advisors and technology tools, with assets under discretionary management exceeding $819 billion.

Corey Myers is a financial advisor at LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials with 12 years of industry experience. His prior roles include positions at Edward Jones, IFG Advisory, Securities America Advisors, and OSAIC. 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 advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.