Alan Robinson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Wells Fargo, Credit Suisse, and First Citizens Bank. 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 management solutions, including access to model portfolios, third-party subadvisors, and institutional platforms.

Peter Dunican is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at The Vanguard Group, UL LLC, and Eisenmann Corporation. Outside of finance, he has work history in event rentals and hospitality-related businesses. 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, incorporating model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools.

Byron Edwards is a financial advisor with LPL Financial, holding Series 65, Series 63, and Series 66 registrations and possessing 16 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Uvest Financial Services Group, Inc. and Morgan Stanley DW Inc. Byron serves as an executor of an estate in a fiduciary capacity. 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 asset management solutions, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Steven Dishman is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, having previously worked at Wells Fargo Clearing and Ameriprise. 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, utilizing both discretionary and non-discretionary strategies.

Andrew Hoff is a Chartered Financial Consultant (ChFC®) with 37 years of industry experience. He is currently with LPL Financial and previously worked for Commonwealth Financial Network for 23 years. Hoff has operated the Andrew Hoff Agency since 1989. His other business activities include tax preparation and serving as trustee for company retirement plans. 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 financial planning, model portfolio programs, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

William Stephens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at SFP-1 LLC, Principal Securities Inc., and Wells Fargo Clearing Services LLC. 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 financial planning, asset management programs, and institutional platforms, utilizing various investment strategies and supporting tools.

David Barse is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 2015 to 2026. Outside of his advisory role, he owns Your Dedicated Fiduciary, LLC, a private entity supporting securities, advisory, and insurance business. 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, supporting advisors with research and operational tools.

Reagan Mangos is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 65 designation and has been in the industry since 2026. His prior experience includes roles at Commonwealth Financial Network, Weller Financial Group, and educational positions at St Bonaventure University and local schools. 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 both proprietary and third-party strategies across various account types.

Robert Karcz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill, Commonwealth Financial Network, and Wells Fargo Clearing. In addition to his advisory work, Karcz is president and owner of Stonehedge Financial, a private entity serving as the operating company for his securities, investment advisory, and insurance business. 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 other institutions through a large network of investment adviser representatives.

Thomas Prebeck is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC. He joined the firm in 2026 and has prior experience in various roles including work within the wine industry and community service organizations. He also has held positions in education and hospitality. 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, third-party asset management, and institutional platforms.

Maxim Nechitailo is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and is based in Fort Mill, South Carolina. He has worked at LPL Financial since 2015, with a brief gap from 2023 to 2024. 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.

Joseph Larraga is a financial advisor at LPL Financial with Series 65 credentials and one year of industry experience. He previously worked at Capital Group for five years and Dimensional Fund Advisors 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Gustavo Zarate Jr. is a CFP® certificant with 17 years of industry experience currently affiliated with LPL Financial. He previously worked at Commonwealth Financial Network for 16 years and is the owner and president of GRZ Wealth Management, Inc., operating under Powell Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alexander Willhite is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives offering various advisory and brokerage services.

Jason Hoody is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. Prior to this, he worked at Primetrust Advisors LLC from 2012 to 2015. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Christopher Mitchell is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having joined in 2026 after 13 years at Commonwealth Financial Network. 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 services including financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supported by technology tools for operational and research purposes.

Meaghan Beadle is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. She previously worked at Ameriprise Financial Services and Commonwealth Financial Network. Beadle is also engaged in fixed insurance sales as a minor part of her business activities. 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, and institutions. The firm offers various financial planning and asset management programs and supports its large network of advisors with advanced research tools and extensive non-advisory financial services.

Katherine Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2015 and is currently associated with LPL Enterprise LLC. 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.

Kirby Sale is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. Prior to rejoining LPL Financial in 2019, he worked at Wells Fargo Clearing Services and operated Kirby's Painting, Inc. for over two decades. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Poole is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Guardian Life, Fifth Third Securities, and Merrill. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.