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Jessica S

Series 65

Fort Mill, SC

LPL Financial

Jessica Soucia is a Series 65-licensed financial advisor with five years of industry experience. She is currently with LPL Financial and has prior experience at Commonwealth Financial Network, Bestgen Wealth Management, and Rockefeller & Co. 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 portfolio programs, and institutional platforms, supported by extensive 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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Mitchell P

Series 66

Fort Mill, SC

LPL Financial

Mitchell Pickard is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Equitable Advisors and Stewart Capital Management. Outside of his advisory role, he owns and operates Shock Performance Horses, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

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

Series 66

Fort Mill, SC

LPL Financial

Kimberly Eubanks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at ServiceMac and was a homemaker for 18 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. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, and supports its advisors with research tools and diversified 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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William B

Series 66

Fort Mill, SC

LPL Financial

William Bramlet is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He joined LPL Financial in 2025 after roles in staffing, logistics, and retail sectors. 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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William W

Series 63, Series 65

Fort Mill, SC

LPL Financial

William Weeks is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Wealthmark Advisors, and Thrivent Financial, as well as four years at CRISTA Ministries. 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 investment solutions, including financial planning, model portfolio programs, and institutional platforms, 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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Cherie C

Series 63, Series 66

Fort Mill, SC

LPL Financial

Cherie Chen is a financial advisor at LPL Financial with 7 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Ally Invest Advisors, Ally Invest Securities LLC, The Vanguard Group, and the International Rescue Committee. 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 third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced 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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Christopher D

CFP®, Series 66

Fort Mill, SC

LPL Financial

Christopher Dadrat is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include six years at UBS Financial Services and one year at Crown Wealth Strategies. Dadrat attended Elon University before beginning his career in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment solutions 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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Jeffery F

Series 65, Series 63

Fort Mill, SC

LPL Financial

Jeffery Ferguson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. He previously worked for INVEST Financial Corp for 30 years before joining LPL Financial in 2017. 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 through a large network of advisors, combining advisory services with a broad array of financial products 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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Benjamin L

Series 66

Fort Mill, SC

LPL Financial

Benjamin Lloyd is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2015. Based in Fort Mill, South Carolina, his work focuses within a national firm that serves a diverse client base. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies with access to model portfolios, third-party managers, and advanced 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 S

Series 66

Fort Mill, SC

LPL Financial

Kristen Shrimplin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is also an independent stylist with Color Street. 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, utilizing various investment strategies and technology tools, supported by a large network of advisors and a diverse platform of financial products.

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

Series 66

Fort Mill, SC

LPL Financial

Logan Culver is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Door Dash, Midwood Smokehouse, and Mamma Goldberg's Deli. Outside of financial advising, he works part-time as a delivery driver for Door Dash. 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 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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Frank P

Series 63, Series 65

Fort Mill, SC

LPL Financial

Frank Pizzichillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Brinker Capital and Assetmark, Inc. He is also a part owner of Victory Sport Technologies, a business that manufactures ball throwing machines for tennis and pickleball. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies 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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Jason D

ChFC®, Series 63, Series 66

Fort Mill, SC

LPL Financial

Jason Demeo is a ChFC® with 20 years of experience in the financial services industry, currently with LPL Financial since 2022. His prior roles include positions at P.J. Robb Variable Corp., Crump Life Insurance Services, Fidelity Brokerage Services LLC, HSBC Securities, and New York Life-related entities. Outside of his advisory work, he serves as a team coordinator for the Charlotte Independence Soccer Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, institutions, and retirement plan participants.

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

Series 66

Fort Mill, SC

LPL Financial

Davis Bottemiller is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, and Equitable Advisors. 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 research and 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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Timothy M

Series 66

Fort Mill, SC

LPL Financial

Timothy McMaster is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. He previously worked at Commonwealth Financial Network for nine years and has academic experience from Bentley 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies 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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Samuel N

Series 66

Fort Mill, SC

LPL Financial

Samuel Niro is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Commonwealth Financial Network for two years and has experience with Blackstone Valley Naturals LLC. and Knapik Law Office. 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, with a platform supported by advanced operational tools and oversight of 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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Kyle J

Series 66

Fort Mill, SC

LPL Financial

Kyle Jenkins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years and Grimaldi's for three years. 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, participant-level retirement advice, and institutional platforms, supporting a broad range of customized 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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Russell S

Series 63, Series 66

Fort Mill, SC

LPL Financial

Russell Stewart is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Investment Services, Nuveen Asset Management, TIAA-CREF, and New York Life, among other firms. He is also the author of *30 Day Difference: Make It A Habit and Make It Happen*. 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 portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and 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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Thomas W

Series 66

Fort Mill, SC

LPL Financial

Thomas Wagner is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America and Merrill, and National Life Group. Outside of his advisory career, he has experience working in fitness and food service sectors, including time at Lynn University Fitness Center and Playa Bowls. 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.

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

Series 66

Fort Mill, SC

LPL Financial

Carter Knight is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has experience working at several firms, including Sagepoint Financial Inc and Coda Financial Group. His professional background also includes roles outside the financial industry, such as positions at Target and Greensboro Country Club. 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 and investment solutions, supported by a large network of investment adviser representatives and advanced 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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