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Joseph K

Series 65, Series 63

Fort Mill, SC

LPL Financial

Joseph Kirages is an advisor with LPL Financial, holding Series 65 and Series 63 credentials. He has recently entered the financial industry in 2026 and has prior experience working in hospitality, banking, and education sectors. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for advisors and oversight of substantial discretionary assets.

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

Series 65

Fort Mill, SC

LPL Financial

Evan Langstaff is a Series 65-licensed financial advisor with LPL Financial and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for three years and has been associated with Legacy Retirement Advisors since 2018. 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 portfolios, third-party asset management, and 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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Frederick H

Series 63, Series 65, Series 66

Fort Mill, SC

LPL Financial

Frederick Harkins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at firms including Merrill and Commonwealth Financial Network, and he is the owner of Harkins Wealth Management, LLC. In addition to his advisory work, he is a co-owner of Nightshade, LLC, a restaurant and bar in Providence, Rhode Island. 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 access, and institutional platforms, with advice delivered through 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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Roger M

ChFC®, Series 63, Series 65, Series 66

Fort Mill, SC

LPL Financial

Roger Merrill is a financial advisor at LPL Financial with 51 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His previous work history includes roles at Commonwealth Financial Network, Merrill Financial Associates, and Northwestern Mutual Investment Management. Merrill is a part owner of Little Caribbean, LLC, a private entity established as a holding company for a houseboat. 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 financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and tools to support account management.

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

Series 66

Fort Mill, SC

LPL Financial

Isabella Clark is a financial advisor at LPL Financial based in Fort Mill, SC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Principal Life Insurance Co, Principal Securities Inc, and Tractor Supply. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial services.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Kevin Rogan is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2026 and previously served at Legacy Wealth Partners and Commonwealth Financial Network. Outside of his advisory work, Rogan has been involved with the New Life Church of Ann Arbor since 2008. 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 advanced 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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Hicham B

Series 66

Fort Mill, SC

LPL Financial

Hicham Benothmane is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with LPL Financial since 2006. Outside of his advisory role, he also works part-time as a delivery driver for DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services utilizing both proprietary and third-party strategies.

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

Series 66

Fort Mill, SC

LPL Financial

Brittney Braicu is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Fort Mill, SC. She has been with LPL Financial since 2021 and has prior experience working in various business roles, including ownership and management positions in the brewing and hospitality industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Steven Emerson is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. His work history includes roles at Commonwealth Financial Network, First Pacific Financial Services, and Charles Schwab. 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, 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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Crystal M

Series 63, Series 66

Fort Mill, SC

LPL Financial

Crystal Markovitz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include two years at Wells Fargo Clearing before joining LPL Financial in 2018. 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 asset management solutions, including model portfolios and third-party subadvisors, supported by advanced 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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Jared B

Series 63, Series 66

Fort Mill, SC

LPL Financial

Jared Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His career includes roles at firms such as Quest Financial Group, Commonwealth Financial Network, NewEdge Advisors, Mid Atlantic Financial Management, and Ameriprise Financial Services. He also engages in fixed insurance sales as a secondary business activity. 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, supported by advanced research and operational tools.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Kyle Stricker is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at T. Rowe Price for eight years and has experience in both investment management and related roles. 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 and model portfolio programs, supported by extensive 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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William P

CFP®, Series 63

Fort Mill, SC

LPL Financial

William Peerman is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. His prior experience includes over 17 years at Commonwealth Financial Network and roles at Stanford Group Company, Lanark Financial, and his own firm, Peerman Davis LLC. He is president and owner of Peerman Capital Management, LLC, a private entity managing securities and insurance activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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

Fort Mill, SC

LPL Financial

Donald Anderson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes prior roles at Commonwealth Financial Network, College Funding/Alliance Financial, and Bartholomew & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers various financial planning and investment management solutions, utilizing models, third-party subadvisors, and customized strategies.

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

CFP®, Series 63

Fort Mill, SC

LPL Financial

Robert Rice is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Harvest Wealth Management, and Ameriprise. Rice is a co-owner of Harvest Wealth Management, a private entity involved in securities, advisory, and insurance business. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and 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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Matthew R

Series 65

Fort Mill, SC

LPL Financial

Matthew Reynolds is a financial advisor affiliated with LPL Financial in Fort Mill, SC. He holds a Series 65 designation and has recently begun his career in the industry with experience at several firms, including Commonwealth Financial Network and BNY Mellon. Prior to entering financial services, he was associated with LA Fitness and the University of Central Florida. 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, utilizing a variety of investment strategies and technology tools while overseeing substantial discretionary assets through a large network of advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Mark Schlumpberger is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Commonwealth Financial Network, and Integrated Equity Management. 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, and institutional platforms with a range of strategic and tactical investment options.

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

Series 63

Fort Mill, SC

LPL Financial

Robert Piscura is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 63 designation and over 44 years of industry experience. He previously worked at Commonwealth Financial Network and Ameriprise and has operated Piscura Family Financial Consultants since 2007. Outside of his advisory work, Piscura is involved as a musician and master of ceremonies with The Groove Houndz. 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 range of financial planning and portfolio management solutions, using both proprietary and third-party strategies, supported by extensive technology and a broad platform of non-advisory financial services.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Paul Panuccio is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2014. 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 solutions, including model portfolios, third-party asset management, and 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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Bradley G

Series 66

Fort Mill, SC

LPL Financial

Bradley Groth is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Commonwealth Financial Network and owns Groth Wealth Management, LLC. 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 portfolios, third-party asset management, and 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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