Brian Almeida is a financial advisor at LPL Financial with 10 years of industry experience. He has held prior roles at Brighthouse Securities and MetLife Investors Distribution Company. Almeida holds Series 63 and Series 65 designations and is based in Fort Mill, South Carolina. 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.

Karl Williams is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include nine years at Infinex Investments, Inc., and four years at LPL Financial earlier in his career. 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 through a large network of advisors, providing access to model portfolios, third-party subadvisors, and institutional platforms.

Roger Wiltse is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including prior work at UBS Financial Services. Outside of advising, he serves as a football official in Charlotte, NC. 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 range of financial planning and investment management services through a large network of advisors, combining advisory platforms with various non-advisory financial products.

Joshua Dove is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial in 2025, he worked for The Vanguard Group from 2022 to 2025. 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.

James Monahan is a CFP® professional with 12 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Acorn 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 broad range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Ryan Snow is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 credential and 16 years of industry experience. He has been with LPL Financial since 2026 and is also the owner of Burdick Paving, a business he started in 2005. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tyler Zieker is a Series 65-licensed financial advisor with one year of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network and Pathfinder Wealth Consulting. His background also includes roles outside finance, such as work in the restaurant industry and banking. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Rich is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and 29 years of industry experience. His prior roles include positions at Financial Resources Group, Gladstone Wealth Partners, and National Securities Corp. 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 extensive research and technology tools.

Chad Slate is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at firms including Commonwealth Financial Network, Pathfinder Wealth Consulting, and Raymond James Financial Services 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, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Jaclyn Maurer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has previously worked at Mass Mutual, UBS Financial Services, and Merrill. 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 services including financial planning and access to model portfolios, combining technology tools with personalized strategies.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 63 and Series 66 designations and having 16 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with Wells Fargo Clearing. 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, and supports its advisors with advanced operational and research tools.

Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group. He has been in the industry since 2024 and is based in Fort Mill, SC. His prior roles include positions in financial services and other sectors such as at Applecross Country Club. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with support from advanced operational tools and a broad network of advisors.

Mark Ettinger is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. 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, supported by a large network of investment adviser representatives.

Jonathan Hreha is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Truliant Federal Credit Union. 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 a large network of investment adviser representatives.

Ethan Garrety is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at New Western, Pantana Bobs, Catalyst Capital Partners, and other firms, as well as academic positions at UNC Chapel Hill and Marvin Ridge High School. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial products.

Shannon Brennan is a financial advisor with LPL Financial in Fort Mill, SC, holding the ChFC® designation and Series 66 license. She has 23 years of industry experience, previously working at Commonwealth and CAIP. Outside of investment advising, she serves as a Certified Program Instructor for the State of New Hampshire's Impaired Driver Intervention Program. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jimmy Taylor is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 licenses and possessing 15 years of industry experience. His prior experience includes 14 years at THE Vanguard Group, Inc. and two years at Forefront Capital, where he is also a co-owner of a home-based business not related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Steven Carver is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Donoghue Forlines, and Mass Mutual Investors 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, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Nicholas Offenburger is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and EmVision Capital Advisors LLC. He also operates Offenburger Capital Management LLC. Offenburger spends part of his time conducting fixed insurance sales. 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.

Peter Daniels is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network and Concentric Private Wealth. He is also a licensed notary public. 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 institutions. The firm offers a range of financial planning and managed portfolio solutions, utilizing various advisory strategies and technology tools to support its extensive network of investment adviser representatives.