Bradford Ramsey is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for seven years before joining LPL Financial in 2018. He is based in Fort Mill, SC. 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, supported by a large network of investment adviser representatives.

Parker Touma is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, his background includes roles at Transylvania University, Baird, and involvement with entities such as Museum Bees and Hunting Creek Country Club. 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 model portfolio programs, supported by a large network of investment adviser representatives and technology tools for research and operations.

Shannon Munton is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and over 31 years of industry experience. Prior to joining LPL Financial in 2024, Munton worked at Charles Schwab, TD Ameritrade, and Scottrade. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Lisa Sorrentino is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Scott & Stringfellow, LLC and BB&T Investment Services, Inc. Additionally, she has outside employment as a part-time seasonal associate at TJMaxx. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad suite of operational and research tools.

Ryan Christenson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Mass Mutual Investors Services and MSI Financial Services. Outside of finance, he was involved with the YMCA of Greater Charlotte for three years. 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, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Emilie Nisbet is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2013 and previously at Ameriprise from 2001 to 2003. Outside of her advisory role, she is an independent wine consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and banks, offering a wide range of advisory and brokerage services including financial planning and model portfolio programs.

Jodene Gibbs is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and 11 years of industry experience. She previously worked at Vista Wealth Strategies LLC and Commonwealth Financial Network. Outside of her advisory role, she is the sole owner of a rental property in South Africa. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Salvatore Vero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at LPL Financial since 2015 and was previously with Merrill in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisers. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented via discretionary or non-discretionary authority.

Karen Brock is a CFP® and holds a Series 66 license with three years of industry experience. She is currently affiliated with LPL Financial and has prior experience with Commonwealth Financial Network and Pathfinder Wealth Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a broad range of strategic and tactical investment options supported by operational and research tools.

Kevin Curley II is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Clearfront Advisory, Global Wealth Advisors, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and access to multiple investment strategies.

Alexander Witten is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group. Outside of his advisory work, he has been involved with Providence Baptist Church for over a decade. 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 and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

Carson Page is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2026. His prior roles include positions at Hillcrest Financial Group, Commonwealth Financial Network, and Nisa Investment Advisors LLC. He has also worked outside finance at Corbett Masonry and Mosquito Joe of Cincinnati, and studied at Washington University in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of advisors.

Erin Caldwell is a financial advisor at LPL Financial with Series 66 credentials and approximately one year of industry experience. Her prior work includes roles at Commonwealth Financial Network, Wealthmark Advisors, and experience in education and retail sectors. She also operates a self-employed business called Styled & Inspired. 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 wide range of advisory and brokerage services through a large network of advisors and utilizes a variety of investment strategies supported by research and technology tools.

Brian Marsee is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has 16 years of industry experience, including over a decade with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, participant-level retirement advice, and institutional platforms.

James Trull is a financial advisor with LPL Financial in Fort Mill, SC, holding CFP® and ChFC® designations and industry licenses Series 63 and 65. He has 39 years of experience in the financial services industry, including roles at Commonwealth Financial Network and Keystone Financial Partners. Outside of advising, Trull founded The Senior Resource Alliance of the Triangle, a professional networking group, and is involved with a photography group called The Focus. He also teaches courses at the Osher Lifelong Learning Institute at North Carolina State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Duy Nguy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with LPL Financial since 2004. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and investment options.

Nicholas Quigley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. He studied at the University of North Carolina from 2016 to 2020. 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, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

Eric Tolmie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously spent 25 years at Commonwealth Financial Network before joining LPL Financial. Tolmie is also involved in tax preparation through his private firm, Eric C. Tolmie Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by a large network of advisors and advanced operational tools.

Chad Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His work history includes roles at LPL Financial, TD Private Client Wealth, TD Bank, FINRA, Raymond James Financial, and T. Rowe Price Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

Claudia Brown is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 31 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Guided Path Financial. She is also a notary public outside of her investment advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management access, and institutional platforms.