William Merchad is a financial advisor with LPL Financial holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior firms include Dimensional Fund Advisors and Edward Jones. Outside of his advisory role, he is involved with Realty Dynamics, a mortgage and real estate services business. 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.

Jessie Harris is a CFP® and Series 66 registered financial advisor with 12 years of industry experience. She currently serves as co-owner of Cardinal Hill Wealth Management and has previously worked at Edward Jones and Commonwealth Financial Network. Harris is based in Fort Mill, SC. 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, portfolio management, and institutional platforms supported by research and advisor tools.

Evan Russell is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and Norton Financial Services for three 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 other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with customizable investment strategies and various operational tools.

David Bement is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. His background also includes roles outside of finance, such as at Life Time Athletic and Elon University Campus Recreation. 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 access, and institutional platforms.

Christian Huggins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining LPL Financial, he held roles at Robinhood Markets, The Vanguard Group, and worked in educational and community organizations. 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 access, and institutional platforms.

Matthew Anderson is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, he worked at UBS Financial Services Inc. and held positions at Waddell & Reed and Cetera Advisor Networks LLC. Outside of his advisory career, he spent time backpacking the Appalachian Trail. 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 advanced advisor tools.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2012 to 2020 and was associated with Gladstone Wealth Partners and FRGIS between 2020 and 2025. Outside of her advisory role, she provides administrative support to Gladstone Institutional Advisory. 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.

Kristy Schreiber is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Associated Investment Services, Inc. Outside of advising, she is involved in bookkeeping services for her family-owned businesses, Schreiber Electric, LLC and Schreiber Property Holdings, 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, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Lawrence Papola Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Guardian Life and several insurance-related firms, including U.S. Captive Partners & Associates, Inc. Outside of advisory work, he is involved in insurance services related to life, health, annuities, and long-term care beyond his Guardian affiliation. 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 financial planning and investment management services supported by extensive advisor tools and a large network of more than 22,900 advisors.

Ryan Miller is a Series 66-registered advisor with LPL Financial and has less than one year of industry experience. His prior work includes roles in education and corporate settings, including positions at State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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.

Timothy Rahmeier is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Resource Financial Planning Corporation. Outside of his advisory role, Rahmeier is president and owner of Advance Financial, Inc., a private company operating in the securities and investment advisory sector. 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 portfolios, third-party asset management, and institutional platforms, with a broad range of advisory services supported by advanced research and operational tools.

Gregory Porcaro is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles in accounting as president of a CPA firm and leadership positions in real estate management and development companies. Outside of advising, he is involved in several business ventures including real estate and accounting. 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 portfolios, supported by advanced research and operational tools.

Matthew Cova is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Commonwealth Financial Network and Resource Financial Planning Corp. Outside of his advisory work, he coaches and provides private training classes through Defiance Strength and Conditioning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Weller is a CFP® professional affiliated with LPL Financial, with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network and operated his own firms, including Weller Group LLC and Weller Financial Group. Outside of his advisory work, he is involved in a snowplowing services business through a separate entity. 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, model portfolios, and third-party asset management, utilizing various investment strategies and technology tools to support its network of over 22,900 advisors.

Jeanna Brandt is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Raymond James Financial before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its large network of advisors with varied investment strategies, technology tools, and a broad set of financial products and institutional platforms.

Jason Bolduc is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments, Cetera Investment Services, Commonwealth Financial Network, and Bank of New Hampshire. He is also a co-owner of Granite Capital Advisors, LLC, a private entity involved in 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 other institutions. The firm offers a range of advisory and brokerage services through a broad network of representatives, providing financial planning, asset management, and institutional platforms supported by advanced operational and research tools.

Gregory Lewis is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial Services in 2010, he worked at Alight Financial Solutions, Banc of America Investment Services, and Ameriprise. LPL Financial is a national broker-dealer and 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 its advisors with research, technology tools, and a broad spectrum of investment options.

Jackson Hansen is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. 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 management solutions, including model portfolios and third-party asset management, supported by technology tools that assist advisors in their service delivery.

Scott Peck is a financial advisor at LPL Financial in Fort Mill, SC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Northwestern Mutual, and several independent advisory practices. Outside of advising, he is involved in fixed insurance sales. 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, including access to model portfolios, third-party subadvisors, and institutional platforms.

Fabricio Cardoso is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and various service and educational positions. 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.