Shelley Verhagen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at Merrill and Bank of America. 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 solutions delivered through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

Tucker Beale is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 credential and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Waldron Private Wealth and has experience in various roles including positions at Duquesne University and GNC. 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 model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Robert Morrison is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he gained experience with several firms including Metrolina Eye Associates and Connecticut Eye Consultants. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with LPL Financial since 2007. 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 tools such as machine learning for operational and research purposes.

John Edmunds is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial and has held prior roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual, and Metlife Securities. Edmunds is a co-owner of Valley Tax Solutions, LLC, a tax preparation firm. 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 and access to various portfolio management programs, combining large-scale operations with diverse financial products.

David Ferrucci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He previously worked at Commonwealth Financial Network for 24 years and is also the owner of Ferrucci Financial Services Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale with a range of advisory and non-advisory financial services.

Stuart Miller is a financial advisor at LPL Financial with 45 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has worked at firms including Miller McCurry, Commonwealth Financial Network, PWA Securities, and Private Wealth Advisors. Miller is also a co-owner of Miller McCurry, LLC. 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 a broad range of advisory and non-advisory financial services.

John Offenburger is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Wells Fargo Advisors, Morgan Stanley, and Merrill. He is also the owner and president of Offenburger Capital Management LLC and serves as a notary public. 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 supported by advisor-facing technology and a broad platform of complementary financial services.

John Helms is a financial advisor with LPL Financial in Fort Mill, SC. He holds the CFP®, PFS™, and Series 65 credentials and has 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Provident Financial Planning & Investment Management, Commonwealth Financial Network, and Hull Wealth Management. Outside of his advisory work, he provides tax preparation and general accounting services through Darnell CPA P.L.L.C. 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.

Jonathan Tully is a Series 66 credentialed financial advisor with nine years of experience, currently affiliated with LPL Financial in Fort Mill, SC. Prior to joining LPL Financial in 2017, he worked briefly at Conbraco Industries and was a full-time student for one year. 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 options, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Sheena Hogue is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Valic Financial Advisors. She serves as an adjunct professor at Central Piedmont Community College and is a board member of the Education Over Debt Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.

Zachary Reid is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. He previously worked at Commonwealth Financial Network for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.

Kimberly Nelson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing various investment strategies and technology tools to support its advisors.

Robert Carter III is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Brighthouse Financial, NYLIFE Securities, New York Life Insurance Co., and his own firm, R. Carter & Associates, LLC. He also founded the Bob Carter Foundation for Financial Lit. 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 featuring model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad non-advisory financial services network.

Ealon Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Commonwealth Financial Network, Stonestreet Wealth Management, and Raymond James Financial Services Advisors, among others. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. 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 with access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational and research tools.

Michael Baum is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior experience includes multiple roles at Commonwealth Financial Network and Weiss, Hale & Zahansky Strategic Wealth Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time during 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 other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dorian Aiello is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Commonwealth Financial Network and has been associated with Aiello, Goodrich & Teuscher for several decades. 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.

Marc Hirshorn is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Blue Haven Strategic Financial Group, and Metropolitan Life Insurance Company. Hirshorn is also the owner and president of Hirshorn Financial Services, LLC, which manages insurance and investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of financial planning and investment management services. The firm supports its advisors with various portfolio programs, third-party management, and advanced tools, overseeing over $819 billion in discretionary assets.

John Childress is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been associated with both LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he works periodically as a security guard for United Event Services and operates an online retail store called Collector's Nexus. 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 access, and institutional platforms, with a focus on providing diversified investment strategies and operational support tools to its network of investment adviser representatives.

Myles Allingham is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 12 years of industry experience, previously working at Northwestern Mutual in various capacities from 2019 to 2024, as well as at Merrill Lynch and Raymond James earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.