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Sean L

Series 66

Fort Mill, SC

LPL Financial

Sean Lawton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Commonwealth Financial Network for 22 years before joining 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 provides 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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Kadeem G

Series 66

Fort Mill, SC

LPL Financial

Kadeem Griffith is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Nuveen, TIAA, J.P. Morgan Chase, and Amazon. Outside of his advisory work, Griffith is a commissioned notary and works part-time as a freight handler at FedEx. 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 model portfolios and third-party asset managers.

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

Series 66

Fort Mill, SC

LPL Financial

Steven Cataldo is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he held positions at Winthrop University and the College of Charleston. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Kirby Horan Adams is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2006 and was previously affiliated with Fortigent, LLC for nine years. 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 asset management solutions, including model portfolios and third-party subadvisors, 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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John C

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

John Corron is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial. He has worked at multiple firms including Morpheus Family Wealth, Commonwealth Financial Network, and Putnam Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment platforms and advisor-facing technologies while maintaining 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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Justin R

Series 63, Series 66

Fort Mill, SC

LPL Financial

Justin Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2023. 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 a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio 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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Alberta A

Series 66

Fort Mill, SC

LPL Financial

Alberta Ashwood is a financial advisor at LPL Financial with two years of industry experience and a Series 66 designation. She has worked at LPL Financial since 2020 and previously was with Abacus Group LLC from 2016 to 2020. 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, including model portfolios and third-party asset management, supported by advisor-facing tools and a broad network of over 22,800 advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Leigh Szeman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, Szeman worked in various roles including positions at Sunbelt Rentals and Lowe's Home Improvement. Outside of financial advising, Szeman is involved with Best Impressions Catering in Charlotte, NC. 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 investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced 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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Katrina B

Series 66

Fort Mill, SC

LPL Financial

Katrina Bamford is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. She has two years of industry experience, including four years with LPL Financial and two decades at Rosauers Supermarkets prior to her advisory career. 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 options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced 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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Stephen B

Series 63, Series 66

Fort Mill, SC

LPL Financial

Stephen Breton is a financial advisor at LPL Financial in Fort Mill, SC, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 20 years with Commonwealth Financial Network. 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, leveraging 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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Joshua C

Series 66

Fort Mill, SC

LPL Financial

Joshua Cline is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2022, he worked in various roles including positions at the South Carolina Department of Archives and History and the University of South Carolina Department of Housing. Outside of his advisory work, he is the owner of Airrington Domestic LLC, a home-based 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided mainly by investment adviser representatives using a range of strategies and tools.

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

Series 65

Fort Mill, SC

LPL Financial

Christopher Travis is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Hillcrest Financial Group, Commonwealth Financial Network, St James White Oak, and Inwood Academy for Leadership. 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 account management provided primarily by investment adviser representatives using strategic, tactical, and customized investment strategies.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Jeffrey Holden is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial in multiple periods since 2011, as well as at Osaic Wealth from 2022 to 2024. 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 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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Kayla D

Series 66

Fort Mill, SC

LPL Financial

Kayla Dillon is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and previously worked at Commonwealth Financial Network and Foundry Financial Group. Outside of finance, she worked at Patrick's Pub & Eatery for three years during her early career. 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 portfolio management services, utilizing both proprietary models and third-party strategies, supported by technology tools for operational and research purposes.

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

Series 66

Fort Mill, SC

LPL Financial

Jaquam Morris is a Series 66-licensed financial advisor with six years of industry experience, currently practicing at LPL Financial in Fort Mill, South Carolina. His career includes roles at PFM Asset Management, The Vanguard Group, Fidelity, Bank of America, Merrill, and Wells Fargo National Bank. 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 solutions, including model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

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

Series 63

Fort Mill, SC

LPL Financial

John Ciccone Sr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and has worked previously at Commonwealth Financial Network and Capital Navigation Group, where he also served as president and sole owner. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Seth Condon is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for three years. Outside of finance, he operates Sebo's Painting & Art LLC, a home-based 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 advisory and brokerage services through a broad network of investment adviser representatives, utilizing a variety of portfolio 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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Alan T

Series 65, Series 63

Fort Mill, SC

LPL Financial

Alan Tuchmann is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Northwestern Mutual and The Leaders Group, Inc., as well as operating Jaigantic Studios LLC, an entrepreneurial venture ongoing since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive operational resources.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Anthony Dibattista is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining LPL Financial in 2026, he spent over two decades with Commonwealth Financial. 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 extensive operational tools and a large network of over 22,900 advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Brice Gibson is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, CAPTRUST, Fountain Financial Associates, Cetera Advisor Networks, and Edward Jones. 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 institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors, 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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