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William K

Series 66

Fort Mill, SC

LPL Financial

William Kutters Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Kawall Colors Shop, a home-based 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial activities.

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

Series 66

Fort Mill, SC

LPL Financial

Gerald Linen is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Banc of America Investment Services. Linen has been with LPL Financial since 2011, with a brief period at Merrill between 2017 and 2019. 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, supporting over 22,800 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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Isabella B

Series 66

Fort Mill, SC

LPL Financial

Isabella Beale is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Janney Montgomery Scott and Waldron Private Wealth. 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 services, utilizing both proprietary and third-party strategies to meet client needs.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Istelma Giers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for seven years before joining LPL Financial in 2017. In addition to her advisory role, she is a North Carolina Certified Paralegal. 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, model portfolios, 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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William D

Series 63, Series 65

Fort Mill, SC

LPL Financial

William Dedmon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His previous roles include positions at Uvest Financial Services Group, Inc. and LPL Financial Services. He is a 10% owner in a family business that builds water tanks, although he has no active involvement in its operations. 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 various portfolio strategies and technology tools to support its network of more than 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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Dagner R

Series 66

Fort Mill, SC

LPL Financial

Dagner Rivero is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at TIAA, Nuveen Asset Management, and Wyndham Capital Mortgage. 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.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Mark Matulewicz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Regions Securities LLC, The Vanguard Group, and East Carolina University. 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.

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

Series 66

Fort Mill, SC

LPL Financial

Kelli Hamilton is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC from 2019 to 2024. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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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Arthur W

Series 63, Series 66

Fort Mill, SC

LPL Financial

Arthur Walters is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2013. 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.

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

Series 66

Fort Mill, SC

LPL Financial

Elliott Jones is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles in education at Davidson College and Christ the King Catholic High School, as well as experience at Hilton Head Financial Advisors. 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 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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Nathan K

Series 66

Fort Mill, SC

LPL Financial

Nathan Kraynack is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds the Series 66 designation and has 16 years of industry experience, having worked with LPL Financial since 2008. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of technology and diverse investment options.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Brad Bestgen is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and previously worked at Commonwealth Financial Network and Banc of America Investment Services. He is also the owner of Bestgen Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and retirement advice to individuals, institutions, and plan participants. The firm supports advisors with a range of investment approaches and integrated financial services.

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

Series 66

Fort Mill, SC

LPL Financial

Brian Glazer is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2026, he spent 14 years with Commonwealth Financial Network. Outside of advisory work, he is involved in a commercial carpet cleaning business, DFS, Inc. 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 range of advisory and brokerage services.

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

Series 66

Fort Mill, SC

LPL Financial

Dereck Cochran is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Grant Capital, and Northwestern Mutual Wealth Management Company. Outside of advisory work, he is involved in fixed insurance sales. 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 through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

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

Series 66

Fort Mill, SC

LPL Financial

Lysa Garcia is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Advisors for 11 years. Garcia serves on the finance and budget committee of the National Congress of Black Women in Kansas City, MO. 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 across multiple platforms.

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

Series 65

Fort Mill, SC

LPL Financial

Lewis Martin IV is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Cooley & Martin since 2020 and 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational 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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Dylan D

Series 66

Fort Mill, SC

LPL Financial

Dylan Dobrosky is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. He previously worked at UBS and has held various roles at Marquette University and Primary Financial. 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, supporting investment strategies through a combination of proprietary research and third-party subadvisors.

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

Series 66

Fort Mill, SC

LPL Financial

Joshua Goyette is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as an independent contractor providing test preparation assistance for GMAT, GRE, and LSAT candidates. 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 extensive advisor tools and a broad network of investment professionals.

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

Series 66

Fort Mill, SC

LPL Financial

Jonathan Neipris is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at 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 institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting 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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Kristen W

Series 63, Series 66

Fort Mill, SC

LPL Financial

Kristen Wasilewski is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns a home-based business called TheGeekyPerler. 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.

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