Robert Oh is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and previously worked for six years at American Funds Service Company. 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 both discretionary and non-discretionary investment strategies.

Jason Wheeler is a financial advisor at LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations with 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pathfinder Wealth Consulting, and Morgan Stanley. He also engages in fixed insurance sales as part of his business activities. 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 institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, leveraging a large network of advisors and various operational tools to support client investment strategies.

Blaine Andreadis is a CFP® professional affiliated with LPL Financial, with six years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services Inc. from 2019 to 2025 and held roles at Compliance.ai and Gray's Outer Banks Lifestyle Clothing Company. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Dixon is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ballast Wealth Partners, Commonwealth Financial Network, Harwood Advisory Group, and Mass Mutual Investors Services. He is also involved in fixed insurance sales, dedicating part of his business hours to this 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,900 advisors.

James Boswell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Avantax Advisory Services from 2011 to 2016. 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 a large network of investment adviser representatives.

Megan Alpert is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Merrill and Bank of America, as well as time at Commonwealth Financial Network and Joy World Wealth Partners. Outside of her advisory work, she also works as a Success and Fulfillment Coach in Scranton, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, supported by a network of over 22,900 advisors.

Cody Nigh is a CFP® with eight years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Powell Financial Group, Commonwealth Financial Network, CCG Wealth Management LLC, and Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,900 advisors managing more than $819 billion in discretionary assets.

John Wood Jr. is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 41 years of industry experience. His career includes lengthy tenures at Cambridge Investment Research and Commonwealth Financial Network. He is also president and owner of Strategic Planning Group, Inc., a private entity focused on securities and advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Suzi Lederer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked previously at Ameriprise Financial Services and Raymond James Financial. 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 and model portfolio programs, supported by a large network of investment adviser representatives and a broad platform of investment options.

Brian Price is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He previously spent 23 years with Commonwealth Financial Network 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 other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio programs and institutional platforms.

Martin Joyce is a financial advisor affiliated with LPL Financial, holding a Series 65 designation and three years of industry experience. His career includes roles at Bestgen Wealth Management, Commonwealth Financial Network, Carson Wealth, Hirst Financial Independence Planning, Gleeson Powers, and Buyer's Edge Platform. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors through a broad range of financial planning and investment management services, offering various advisory platforms and institutional programs.

Jason Bryson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. 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 offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TIAA-CREF, Nuveen, UBS Financial Services, and a previous 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, supported by advanced operational and research tools.

Wesley Stringfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, 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 investment adviser representatives.

Olasupo Oniyilo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at United Community Bank, Page Capital, and AXA Mansard Investments. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions supported by various third-party subadvisors and proprietary research tools.

Allan Smith is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network for 13 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a wide network of investment adviser representatives.

Shauna Blake is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2015 and previously spent eight years at Morgan Stanley in various 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, model portfolio programs, third-party asset management access, and institutional platforms.

Ankush De is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock Investments LLC and BlackRock from 2019 to 2024. 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, combining advisory services with a broad range of financial activities.

Brian Masucci is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has recently transitioned into the financial services industry following prior experience in retail and local community activities. Outside of advisory work, he has been involved with the Lake Norman Swim League and Mooresville Golf Course. 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, third-party asset management, and institutional platforms, supported by technology and research tools.

Oliver Scholle III is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Harvest Wealth Management, Commonwealth Financial Network, and served eight years in the U.S. Navy. 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, utilizing both proprietary and third-party strategies across various account types.