Adam Greene is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities, TD Ameritrade, and Scottrade. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad range of financial products.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dorian Carbunari is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for 19 years at Commonwealth Financial Network. He is currently based in Fort Mill, SC. 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 offers a range of financial planning and asset management services through a large network of investment adviser representatives, employing a variety of investment strategies and operational tools.

Erin Larney Themig is a CFP® professional with 23 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Azimuth Wealth Management. Her career includes multiple engagements with Commonwealth Financial Network across several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational and research tools.

Tejas Borse is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for seven years and held positions at Bank of America, Merrill, First Republic Investment Management, First Republic Securities Company LLC, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nikolaos Peroulas is a financial advisor with LPL Financial, holding a Series 66 designation and with 21 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time at Harrisdirect LLC in 2005. 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, including model portfolios, third-party asset management, and institutional platforms.

Richard Johnson II is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, South Carolina, with 7 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frank Abel IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes seven years at Commonwealth Financial Network and over two decades at The Ferrucci Company. He has a fixed insurance sales business located in Essex, Connecticut. 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 services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

Adam Casper is a CFP® professional with 11 years of industry experience, currently associated with LPL Financial. His prior work includes roles at Commonwealth Financial Network and Edward Jones. He is also a co-owner of Weller Group LLC, a private entity engaged 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Hill is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in education and business, including four years at Hobart and William Smith Colleges and Whits Frozen Custard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and offers diverse investment strategies alongside various financial products and institutional platforms.

Bryan Recca is a CFP® professional with five years of industry experience currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group and Mosaic Pediatric Therapy. 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 wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technological tools and a broad network of over 22,800 advisors.

James Smith is a financial advisor with LPL Financial holding a Series 65 license and less than one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Conestoga Wealth Partners, and California Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Christopher Murray is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group, Mutual Securities Inc, Private Wealth Advisors, LLC, and Principal Financial Services. Murray is also the owner of Sierra Pacific Wealth Advisory Group, Inc., a private RIA facilitating securities, advisory, and insurance business. 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 investment management solutions, utilizing various strategies and resources across its extensive network of advisors.

Sarah Marshall is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Dtcc and Raymond James. 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 advisory strategies through both proprietary and third-party resources.

William Pherson is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 12 years 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, participant-level retirement advice, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Seaver Riccordella is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Equitable Advisors and Edward Jones. 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.

John Manocchio is a CFP®-credentialed financial advisor with over 31 years of industry experience. He is currently with LPL Financial and has previously worked with firms including Commonwealth Financial Network and Pacific Crest Wealth Planning. Manocchio is also involved in tax preparation services outside of his advisory work. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Daniel De Milo is a financial advisor with LPL Financial, holding a Series 66 designation and approximately one year of industry experience. His background includes roles in retail and education, such as employment with Smoothie King and teaching positions at Cuthbertson High and Middle Schools. 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 network of over 22,800 advisors.

Joseph Gugino is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including prior roles at Commonwealth Financial Network, MSI Financial Services, Inc., and New England Securities. Gugino also owns Gugino Wealth Management, Inc., 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 other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional retirement platforms.

Chloe Du is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles at the University of North Carolina at Chapel Hill and teaching positions at Marvin Ridge High School and Nonsuch High School for Girls. 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, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.