Thomas Crutchfield is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2026. He has previously worked with Commonwealth Financial Network for 14 years and has served as a consultant since 2009. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rachel Barker is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 credential and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Carson Wealth Boston, Kestra Financial, and TEAM Wealth Planning and Management. She is a partner in Windy Ridge Farm, which is a family 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 portfolio programs, third-party asset management, and institutional platforms, supporting a wide array of investment strategies and operational tools.

Michelle Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2026 and was previously affiliated with Commonwealth Financial Network and Riverstone Wealth Management. Martin is president and owner of RiverStone Wealth Management, Inc., a private entity that operates her securities, investment advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, combining scale with diverse non-advisory financial services.

Michael Jensen is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. He previously worked at Grant Capital and Commonwealth Financial Network. Outside of advising, he is a co-owner of a residential real estate management company in Overland Park, Kansas. 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 supported by a large network of investment adviser representatives.

Randall Schmailzl Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Generation Strategies, LLC, and New York Life-related firms. Outside of his advisory roles, he serves as treasurer of the Echo Valley Professional Group, a networking organization in West Des Moines, IA. 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 model portfolios, third-party subadvisors, and customized strategies.

Robert Brooks is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial in Fort Mill, SC. His prior roles include positions at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. Outside of his advisory work, he is involved with Brooks Farm & Greenhouse in Princeton, MN. 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 model portfolio programs, supported by research and technology tools.

Phillip Mazzola is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Commonwealth Financial Network. 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 access, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

David Sain is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and BlackBridge Financial, as well as multiple positions at the University of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

Simone Henry is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

Michael Starensier is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following four years at MML Investors. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Steven Artman is a Series 66-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has seven years of experience with LPL Financial, following roles at MassMutual and MetLife Securities Inc. 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, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives and multiple institutional platforms.

Robert Hill is a CFP® professional with one year of industry experience, currently affiliated with LPL Financial. He is co-owner of Cardinal Hill Wealth Management, a private firm engaged in securities, advisory, and insurance business. Prior to LPL, he held roles at Commonwealth Financial Network and worked in various capacities including at the University of North Carolina at Chapel Hill and Premier Inc. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Adam Barnes is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He joined LPL Financial in 2017 after three years at The Vanguard Group, Inc. The firm delivers advisory and brokerage services through a national network serving individuals, retirement plans, banks, trust companies, and institutions. LPL Financial offers a wide range of investment options and support tools while overseeing over $819 billion in discretionary assets with more than 22,800 advisors nationwide.

David Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for over three decades and joined LPL Financial in 2026. Kelly also serves as secretary and insurance agent for CES Insurance Agency, LLC. 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 access to model portfolios, third-party asset management, and institutional platforms.

Noah Morris is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at The Vanguard Group and held various positions affiliated with Indiana University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Mia Annunziata is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held roles at Wake Forest University and The Clearing House. 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 investment adviser representatives.

Erin Esposito is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. She has previously worked at Commonwealth Financial Network and Sullivan-Kreiss 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Jessica Holloway is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Merrill Lynch Pierce Fenner & Smith, UBS Financial Services, Chase Investment Services Corp., and Equitable Advisors. She is based in Fort Mill, SC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

Trenton Mcghee is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2012. His prior roles include positions at Merrill, Banc of America Investment Services, Inc., and Edward Jones. 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 solutions through its large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Yannucci is a CFP®-designated financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Hillcrest Financial Group. He is also involved with Hillcrest Financial Group as an insurance agent and owner of its operating company. 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 portfolio management services, utilizing both proprietary and third-party strategies, supported by technology tools, and oversees significant discretionary assets through a large network of advisors.