Erik Malzahn is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 and operational tools.

John Lohse is a CFA® charterholder affiliated with LPL Financial, with three years of industry experience. He previously worked at Pathfinder Wealth Consulting and Cerberus Capital Management, L.P. Outside of finance, he has engaged in extended travel. 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, third-party asset management, and institutional platforms, supported by a broad advisory network and various operational tools.

Yolanda Mattaldi is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Clearing Services and Edward Jones. Outside of her advisory role, she operates a blog called Talk and Tea. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools but not automated investment decisions.

Claus Larsen is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metropolitan Life Insurance, TD Ameritrade, and Merrill. Larsen 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 institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Michael Irvin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Reed Lake Private Wealth, Commonwealth Financial Network, PlanWise Financial Group, and U.S. Capital Wealth Advisors. Outside of his advisory role, he serves as a Temporary Director for the Travis County Improvement District 1 in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, supported by research-driven models and technology tools, alongside significant non-advisory financial services.

Austin Flajnik is a financial advisor at LPL Financial with two years of industry experience. He holds Series 66 and Series 63 registrations and has previously worked with Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of finance, he has experience in web design and worked at Coleman Web Design Agency. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Robert Maki is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services and MetLife Securities Inc. He has been with LPL Financial since 2018. 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 a variety of investment strategies and technology tools.

Xiaoju Zhang is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial, Zhang held roles at The Vanguard Group, Wells Fargo Bank, New York Life, and Language Line Solution. 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.

William Byars IV is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Ace Gaming Co. LLC and was involved with Phi Iota Alpha and Inspire Academic Coaching. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Mark Connors is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc. since 1998. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of customizable investment strategies.

Mary Liola is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 24 years of industry experience, including previous roles at Ameriprise and Commonwealth Financial Network. Mary is also co-owner of Jack Books, LLC, a company focused on authoring and publishing books outside of her investment practice. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Garrett Fish is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining LPL Financial in 2022, he worked at JPMorgan Asset Management and its institutional affiliates from 2002 to 2021. 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 portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Stephen Blanchette is a CFP® designated advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and operated The Blanchette Financial Group, where he serves as president and co-owner. He is also a member and director of the board of directors at the Newburyport Five Cents Savings 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephanie Fralin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Sage Creek Planning and Investments, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and Truist Investment Services. 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 model portfolio programs, supported by a large network of investment adviser representatives.

Pantelis Miliotis is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His career includes roles at The Vanguard Group, Commonwealth Financial Network, and Pathfinder Wealth Consulting. 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 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 platforms.

Greg Solaz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial since 2015. 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 technology and a broad network of over 22,800 advisors.

David Meier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Citigroup for nine 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Lenhardt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2015. 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 a large network of investment adviser representatives.

Karl Badey is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 65 designation and has worked at Montovani Murray Nemphos & Tierinni, LLC since 2010. Based in Fort Mill, SC, he joined 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 variety of financial planning and asset management services through a large network of investment adviser representatives.

Edward Bennett Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and having 17 years of industry experience. He has been with LPL Financial since 2011 and also works with Uvest Financial Services Group, Inc. since 2008. 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, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.