Shawn O'Brien is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Mutual of Omaha Investment Services, and Foreside Financial Services. 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, with support from extensive research tools and a large network of advisors.

Kristian Kerr is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Citigroup for six years and spent time at Comerica Bank in 2017. 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 technology tools and oversight of over $819 billion in discretionary assets.

Christopher Ganoe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and having 25 years of industry experience. He was previously with Truist Investment Services, Inc. for seven years before joining LPL Financial in 2013. 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, supporting advisors with various investment strategies and technology tools.

Drew Hefflefinger is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Acorn Financial, Commonwealth Financial Network, and CliftonLarsonAllen Wealth Advisors, LLC. He also conducts fixed insurance sales as an agent under the name Acorn 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, and institutional platforms, supported by advanced operational tools and oversight of substantial client assets.

Robert Futrell is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 17 years with 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 portfolios, third-party asset management, and institutional platforms.

Andrew Keener is a Series 66-licensed financial advisor with six years of industry experience. He currently works at LPL Financial and previously spent eight years at Commonwealth Financial Network. Before his advisory career, he was affiliated with the University of Massachusetts Boston for three years. 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, third-party asset management, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets.

Walter Hutsell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pathfinder Wealth Consulting. Outside of finance, he has experience working in retail and hospitality, including at Surf City Surf Shop and Poe's Tavern. 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 model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Erik Smith is a CFP® professional with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with UBS. 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, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with research and operational tools.

Derenig Kostikian is a CFP® professional with 20 years of industry experience, currently advising clients at LPL Financial. Prior to joining LPL in 2026, Kostikian held roles at Commonwealth Financial Network, AssetMark Brokerage, and Signator Investors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jeannette Raypholtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group Inc., and Private Wealth Advisors. 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 through a large network of advisers, utilizing both proprietary research and third-party strategies across diverse asset classes.

John Bradberry is a CFP®-certified financial advisor at LPL Financial with 24 years of industry experience. He has previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, and Metlife Securities. He is a co-owner of SageCreek Properties, LLC, a commercial office property management company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio strategies and advisor support tools.

Warren Duthie is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities. Duthie is the owner of Duthie Financial Group, LLC, which facilitates securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, using both proprietary and third-party strategies.

Kiairra Dixon is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. Prior to joining LPL Financial, she worked at Ally Bank for three years and Heartland ECSI for three 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 large network of more than 22,800 advisors and extensive operational tools.

Edward Ramsey is a CFP®-certified financial advisor with 38 years of industry experience. He is currently affiliated with LPL Financial and Avantis Private Wealth, having previously worked at Quantis Wealth Management and operated his own CPA and tax accounting firms. Outside of advising, he owns a business that provides accounting and business valuation services for dental offices. 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 portfolios, third-party asset management access, and institutional platforms, providing advice primarily through investment adviser representatives using a range of discretionary and non-discretionary strategies.

Wesley Botto is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial and Hillcrest Financial Group. His prior experience includes roles at Commonwealth Financial Network and MCF Advisors LLC. He is also the owner of Botto Wealth Management, a private entity facilitating 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Terri Miller is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has five years of industry experience. She previously worked at Commonwealth Financial Network and Raymond James Financial Services. Outside of her advisory role, she also conducts tax preparation services as a CPA. 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 portfolio management services, utilizing both proprietary research and third-party strategies across various asset allocations.

Andrew Capecci is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise, Merrill, Bank of America, and Morgan Stanley. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Emma Palomba is a financial advisor with LPL Financial, holding a Series 65 designation and entering her first year in the industry. Her prior experience includes roles at Commonwealth Financial Network and KPMG US, among others. 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, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

Martha Roman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. She has previously worked at Bank of America and MassMutual before joining 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of investment strategies and advisor support tools.

Peter Jawidzik is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Stratos Wealth Partners and Osaic FS, Inc., in addition to multiple positions within LPL Financial since 2006. 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, with a platform that supports diverse investment strategies and integrates advanced operational tools.