Brian Brelinsky is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 25 years of industry experience, including over 21 years at Commonwealth 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, third-party asset management, and institutional platforms.

Mary Terrando is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2014. Outside of her advisory role, she is involved in her local community as a musician with the Calvary Church music team. 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.

Charles Upchurch is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 24 years at Ameritrade. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment strategies and operational tools across its extensive platform.

Kol Birke is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for 25 years. Birke also provides behavioral coaching services and seminars unrelated to investment activities. 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 broad range of advisory and brokerage services.

Kaleb Brigham is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Tristate Financial Advisors and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Ebert is a financial advisor with LPL Financial, holding a Series 65 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network for four years and has professional experience with Renbrook School, Financial Planning Suite, Inc., and Yale University. He is also co-owner of Pendleton Capital Partners, LLC, an entity involved in commercial and residential real estate investment in Greenville, 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Stevenson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at The Vanguard Group and Total Wine and More. 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 utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jessica Beard is a Series 65-licensed advisor with LPL Financial based in Fort Mill, SC. She has two years of industry experience, including her current role at LPL Financial since 2026. Prior to joining LPL, she worked at Sherrill, Blake & Harrison CPA PA and Abby H. Champion CPA PC, with over a decade of experience in accounting firms. 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 institutions. The firm provides a range of investment options and utilizes advanced tools to support advisors, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Shaun Rashley is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked with LPL Financial since 2010 and was previously with Uvest Financial Services Group, Inc. from 2008 to 2010. 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.

Hui Zhu is a CFA® charterholder and holds a Series 66 license with six years of experience in the financial services industry. They are currently with LPL Financial and have previously worked at Commonwealth Financial Network, Quantis Wealth Management, and Oppenheimer. 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, including access to model portfolios, third-party asset management, and institutional platforms.

Jessica Abrams is a CFP® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and has held prior roles at Pacific Crest Wealth Planning, Commonwealth Financial Network, and Facet Wealth, among others. Abrams also serves as a Personal Financial Councilor with Magellan Federal and is a Notary Public in Truckee, CA. 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, with support from advanced operational and research tools.

Kedishia Grant is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services, Wells Fargo Bank, and Charlotte Metro Credit Union. 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 asset management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Parker Dowd is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2008. 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, supporting advisors with a variety of investment strategies and operational tools.

Justine Mc Carthy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and The Vanguard Group. 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 investment management services supported by a large network of advisors and various institutional platforms.

John Nguyen is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Clarendon Wealth Management, and Ameriprise. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. 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 third-party asset management, supported by technology and a large network of investment adviser representatives.

Andrew Wheeler is a financial advisor with LPL Financial based in Fort Mill, SC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including prior roles at Commonwealth Financial Network and Strong Capital Management Inc. Outside of his advisory work, he is involved in private investment entities and real estate holdings. 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.

Owen Flanagan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network and MFS Fund Distributors, Inc. He 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 access, and institutional platforms.

Eric Montgomery is a CFP®-certified financial advisor with 20 years of industry experience. He has been with LPL Financial since 2014 and previously worked at BB&T Investment Services, Uvest Financial Services Group, Synergy Investment Group, and Grove Point Investments. Montgomery 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and extensive non-advisory financial activities.

Robert Lareau is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. His prior roles include ten years at Cambridge Investment Research Advisors, Inc. and three years with Mass Mutual Investors Services. Robert has also been associated with Main Street Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various financial planning solutions, third-party asset management, and institutional platforms while supporting its advisors with technology and a broad array of non-advisory financial services.

Troy Fonseca is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and previously with Woodbury Financial Services INC from 2016 to 2018. Additionally, he is involved with PAUL GLOBAL BENEFITS, an ongoing business activity 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 provides a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.