Shannon Ostinelli is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her career includes roles at Merrill, UBS Financial Services, TIAA-CREF, and Tiaa prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Neeraj Arya is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at 230FA LLC, Ironstate, and Merrill. He has been with LPL Financial 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, supported by advanced operational and research tools.

Jaime Walker is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group, Inc. for 10 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology tools for operational and research purposes.

Brooke Taylor is a financial advisor at LPL Financial with a Series 65 credential. Brooke has experience in various roles including at Fleet Feet, Unilever, and Equitable Advisors, and has been with LPL Financial since 2025. Brooke’s background includes education at UC Berkeley and work prior to the advisory industry. 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, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Christopher Stevens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2016. 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.

Jennifer Kasbek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She has been with LPL Financial since 2008, following a prior role at Wells Fargo Clearing. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ryan Hamilton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He 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 through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Madelyn Ambrose is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, with three years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Horizon Financial, Cetera, and West Shore Bank. Before entering the financial services industry, she spent five years in full-time education and operated Red Rooster Coffee & Community for four years. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 credential. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and has been involved in roles outside finance, including serving as a range safety officer and firearm sales associate at Point Blank Range. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, with a focus on customizable financial planning and multiple investment strategies.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Regions Bank, Cetera Investment Services, and BB&T in various roles spanning from 2008 to 2023. Outside of her advisory work, she has ownership in a family real estate investment partnership. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trevor Conwell is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Oaktree Financial Advisors, PFS Investments, and Primerica Financial Services. His background includes roles at Indiana University and the City of Noblesville. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad range of affiliated financial services.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has held various positions including serving as a server at Selwyn Pub. 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.

Ryan O'Connor is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Ameriprise, The Vanguard Group, and Wolters Kluwer, as well as a position at the University of South Carolina. 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 range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Stephen Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at Sage Creek Planning and Investments, Commonwealth Financial Network, and First Trust Advisors. He is based in Fort Mill, South Carolina. 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, with advice provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

George Cater V is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Grant Capital, Commonwealth Financial Network, and New York Life. Outside of finance, he has been involved with Blanc Champagne Bar in a non-investment capacity. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Leman is a financial advisor with LPL Financial and holds a Series 65 designation, bringing 18 years of industry experience. He previously worked with Gibson Insurance Group for over two decades and has been with LPL Financial since 2026. 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, and institutional platforms, supported by its extensive network of investment adviser representatives.

Rebecca Hajjar is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. She previously worked for Commonwealth Financial Network for 26 years before joining LPL Financial in 2026. 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, supporting advisors with research and operational tools.

Christopher Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Stephens, and UBS Financial Services. Jones is also co-trustee of a non-client trust. 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 financial planning and advisory services delivered through its extensive network of investment adviser representatives who utilize diverse strategies and third-party resources.

Justin Robinson is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 63 and Series 66 designations and has three years of industry experience. Prior to joining LPL Financial, he worked at Principal Life Insurance and Principal Securities. 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 various portfolio management programs, and supports its advisors with proprietary research and operational tools.

Julia Fleming is an investment adviser representative at LPL Financial with Series 63 and Series 66 licenses and four years of industry experience. She previously worked at The Vanguard Group and has held various positions including roles at Mystic Seaport Museum and Siena College. 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 through a large network of advisers, utilizing model portfolios, third-party subadvisors, and proprietary tools for research and operational support.