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Griffin K

Series 66

Fort Mill, SC

LPL Financial

Griffin Korner is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Red Ventures, Lowe's Home Improvement, EY, and Comerica Bank. 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 customized portfolio strategies, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew S

Series 63, Series 65

Fort Mill, SC

LPL Financial

Andrew Schroeder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Financial, CUNA Mutual Group, BrightHouse Securities, and MetLife Investors Distribution 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chance L

Series 66

Fort Mill, SC

LPL Financial

Chance Lopez Coleman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and beginning his industry experience in 2024. His prior work history includes roles at Beverly Benson State Farm, Concentrix, Jimmy Johns, Amazon Distribution, Lowes, and The Budd Group. 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 services including financial planning, model portfolios, and access to third-party asset managers, leveraging technology and extensive non-advisory financial activities alongside its advisory platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Laurie P

Series 65

Fort Mill, SC

LPL Financial

Laurie Podvin is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 65 designation and has previously worked at Commonwealth Financial Network and ETFIdea, LLC. She also has a background in accounting, currently associated with Bowers & Company CPAs PLLC. 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 scalable technology and a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas B

Series 66

Fort Mill, SC

LPL Financial

Thomas Banks is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked for Commonwealth Financial Network for 12 years before joining LPL Financial in 2026. He is based in Fort Mill, South Carolina. 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 investment solutions, including model portfolio programs and third-party asset management, supported by advisor-facing technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sara R

Series 63, Series 66

Fort Mill, SC

LPL Financial

Sara Radigan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at LPL Financial since 2014 with a brief tenure at Barings and TIAA-CREF in 2017 and 2014, respectively. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Corey H

Series 66

Fort Mill, SC

LPL Financial

Corey Holcomb is a financial advisor at LPL Financial with 10 years of industry experience and holds the Series 66 designation. His career includes roles at UBS Financial Services and Morgan Stanley prior to joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chancellor H

CFP®, Series 65

Fort Mill, SC

LPL Financial

Chancellor Harkins is a CFP® professional with seven years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Liberty Mutual Insurance. Outside of financial advising, he is co-owner of Nightshade, LLC, a bar and restaurant in Providence, Rhode Island. 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, including financial planning and access to third-party asset management, supported by both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Frank V

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Frank Voli is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He previously worked at firms including RBC Capital Markets Corporation and Commonwealth Financial Network. Voli is also the owner of V & V Financial, LLC, 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 variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Louis I

Series 63, Series 65

Fort Mill, SC

LPL Financial

Louis Ingargiola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is a co-owner of I&M Wealth Advisors and has held positions at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he has served as an expert witness in court cases and is a notary public. 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 asset management solutions delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin P

Series 66

Fort Mill, SC

LPL Financial

Kevin Pentz is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Commonwealth Financial Network, Wealthmark Advisors, Wealth Solutions By Design, and Thrivent Financial. He is also involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy S

Series 66

Fort Mill, SC

LPL Financial

Jeremy Schuyler is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked at Waddell & Reed from 2010 to 2021 before joining LPL Financial in 2021. 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 and access to third-party asset management, and supports its large network of advisors with technology and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy B

Series 63, Series 65

Fort Mill, SC

LPL Financial

Timothy Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with LPL Financial since 2019 and previously spent three years at Independent Financial Group. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Irfan D

Series 66

Fort Mill, SC

LPL Financial

Irfan Dossani is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and earlier positions with LPL Financial. He has also operated a CPA practice since 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research, model strategies, and various operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rachel M

Series 66

Fort Mill, SC

LPL Financial

Rachel Mccray is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc, and Edward Jones. She is also involved in fixed insurance sales on a limited basis. 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, supporting over 22,900 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cory T

Series 66

Fort Mill, SC

LPL Financial

Cory Triolo is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Merrill for 13 years, Banc of America Investment Services for 4 years, and Ameriprise for 1 year. He is based in Fort Mill, South Carolina. 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 institutions. The firm offers a variety of investment and retirement solutions, including model portfolios, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christian D

Series 63, Series 65

Fort Mill, SC

LPL Financial

Christian Davis is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Pacer Advisors, Inc. in 2012. 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, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marty M

CFP®, Series 63, Series 66

Fort Mill, SC

LPL Financial

Marty Monahan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 18 years of industry experience. His background includes roles at The Vanguard Group and Ameriprise, among others. He is based in Fort Mill, SC. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bradley S

Series 63, Series 66

Fort Mill, SC

LPL Financial

Bradley Smith is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services Inc., The Vanguard Group, Inc., and served in the North Carolina General Assembly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory network. The firm offers a range of financial planning and investment management services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Evan J

Series 66

Fort Mill, SC

LPL Financial

Evan Johnson is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Aline Capital and The Exercise Coach, as well as service in the South Carolina House of Representatives and time as a full-time student. 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 delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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