Daniel Cruse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Fifth Third Securities and Wells Fargo Clearing. 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.

Robert Cogliati II is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. He has worked at LPL Financial since 2026 and has over two decades of experience in accounting and financial planning through his roles at C & C Planning Services, Inc., R.P. Cogliati, CPA, PC, and Caminiti & Cogliati, CPAs, LLP. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Matthew Sines is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Raymond James Financial Services. Outside of his advisory role, he serves as a Senior Business Development Officer for Thrivent Advisor Network, recruiting financial advisors to their platform. 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 programs including financial planning, model portfolios, and third-party asset management, supported by extensive technology and operational resources.

Bobby Watson is a Series 65-licensed financial advisor with 16 years of industry experience, currently with LPL Financial in Fort Mill, SC. He previously worked at Commonwealth Financial Network for three years and spent 14 years at LPL Financial prior to his current role. 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, utilizing a broad range of investment strategies supported by advisor tools and extensive non-advisory financial services.

Ryan Langstaff is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 23 years of industry experience. His career includes prior roles at Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, and an earlier tenure at LPL Financial. 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, and institutional platforms.

Madison Melle is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at the University of Mississippi, West Michigan Credit Union, and Live Local Realty. 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 other institutions. The firm offers a broad range of investment options and tools, supporting a large network of investment adviser representatives with both discretionary and non-discretionary strategies.

Christina Downey is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. She has previously worked at Peerman Capital Management LLC and Commonwealth Financial Network. Outside of her advisory role, she provides bookkeeping and general accounting services for Williamson County Schools. 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, supported by technology tools and a broad network of over 22,900 advisors.

Michael Sweeney is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Tradier Brokerage, Inc. and The Vanguard Group, Inc. among other roles. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research tools and multiple investment strategy options.

Christian Perangelo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at The Vanguard Group and multiple positions at Liberty University. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a broad range of investment options and operational tools.

Kent Cullinane is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Dunham & Associates Investment Counsel, TP ICAP, Barclays, and Abel Noser Solutions. He is currently based in Fort Mill, SC. 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 management, utilizing both discretionary and non-discretionary strategies.

Constance Cook is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 38 years of industry experience. She has worked at firms including Commonwealth Financial Network, Legacy Retirement Advisors, Independent Financial Group, Girard Securities, and TD Ameritrade. Cook is also president of Cook Wealth Advisors, a private entity facilitating securities, advisory, and insurance business. 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 advisory services utilizing diverse investment strategies and operates a broad network of over 22,900 advisors.

Joseph Amoddio is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2026. Prior to joining LPL, he was associated with Weller Group LLC and has experience at United Parcel Service and in recreational services. 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, including financial planning and access to various investment strategies through a large network of investment adviser representatives.

Paul Cooper is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked primarily with Commonwealth Financial Network and has maintained his own securities business, Cooper Associates, since 1985. 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, asset management, and retirement advice services, utilizing both proprietary model portfolios and third-party strategies.

Vance Talbot is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group Inc., and Private Wealth Advisors. Outside of his advisory role, Talbot serves as an Account Executive for IntelliChief, LLC, a position he has held since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

David Steele is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo and TIAA-CREF. 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, with more than 22,800 advisors and $819 billion in discretionary assets under management.

James Tuttle is a Series 66-registered financial advisor with LPL Financial, based in Fort Mill, SC, and has 16 years of industry experience. Before joining LPL Financial in 2014, he worked at UBS Financial Services, Merrill, and New England Securities. 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, utilizing both proprietary and third-party models, supported by advanced operational tools.

Archie Garner Jr. is a CFP® professional affiliated with LPL Financial, with four years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group for four years and operated Archie's Lakeshore Bakery 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, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining LPL Financial in 2021. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Food Lion and Top Mops. 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 other institutions. The firm offers various financial planning and investment management programs, utilizing a range of strategies including model portfolios and third-party subadvisors.

Kathryn Hodge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2021 and previously at Wells Fargo Clearing and Ann Taylor Loft. 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, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.