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Glen T

Series 66

Fort Mill, SC

LPL Financial

Glen Tautges is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. In addition to advisory work, he is involved in fixed insurance sales. 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 investment solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors across its broad network.

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

Series 65

Fort Mill, SC

LPL Financial

Tara Kovach is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Miller McCurry LLC and Commonwealth Financial Network. She also spent ten years with Pittsburgh Opera. 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 solutions supported by research, technology, and a large network of advisors.

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

Series 66

Fort Mill, SC

LPL Financial

Kristi Hull is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, she worked at UBS Financial Services from 2020 to 2022 and Private Client from 2015 to 2018. Outside of finance, she has been involved with Hawkers Asian Street Fare since 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio strategies and technology-supported 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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Thomas N

CFP®, Series 63, Series 65, Series 66

Fort Mill, SC

LPL Financial

Thomas Nichols Jr. is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2019. His prior work includes positions at PNC Investments, Wells Fargo Clearing, Ameriprise, and McShane Partners. Outside of his advisory role, Nichols serves as a lacrosse official for the Charlotte Area Lacrosse Officials. 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 supports a broad network of advisors with various investment strategies and combines advisory services with a diverse set of financial products and partnerships.

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

Series 66

Fort Mill, SC

LPL Financial

Scott Lieberman is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at TIAA for eight 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 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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Anne V

Series 66

Fort Mill, SC

LPL Financial

Anne Van Demark is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial since 2020 and was previously self-employed as a consultant from 2018 to 2022. 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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Andrew K

Series 66

Fort Mill, SC

LPL Financial

Andrew Kitchings is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 17 years of industry experience. His prior work includes 12 years with Commonwealth Financial Network and an earlier five-year tenure at LPL 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.

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

CFP®, Series 66

Fort Mill, SC

LPL Financial

Gabrielle Baker is a CFP® designated advisor with five years of industry experience. She is currently with LPL Financial and has previously worked at Ameriprise and Commonwealth Financial Network. Baker also spends a small portion of her time in fixed insurance sales conducted at her branch location. 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 serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a variety of financial planning and portfolio management options supported by proprietary research and technology.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Stephanie Gale is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. She has held roles at Commonwealth Financial Network and has operated Gale Investment Management since 2005. She is also the proprietor and president of S. S. GALE INC., an investment advisory firm. 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.

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

Series 66

Fort Mill, SC

LPL Financial

Peter Essele is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked for Commonwealth Financial Network for 22 years before joining LPL Financial in 2026. Outside of advising, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 model portfolios and third-party asset management.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes positions at Mass Mutual Investors Services and Winthrop University. 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.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Joshua Ervasti is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at multiple firms including Commonwealth Financial Network, Eagle Strategies, and New York Life. Outside his advisory role, he is involved in business consulting through Ervasti Financial, LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory 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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Candace G

CFP®, Series 66

Fort Mill, SC

LPL Financial

Candace Gary is a CFP® and holds a Series 66 designation with 27 years of industry experience. She is currently affiliated with LPL Financial and is the owner of Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior roles include positions at Ameriprise Financial Services and Commonwealth Financial Network. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,900 advisors.

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

CFP®, Series 66

Fort Mill, SC

LPL Financial

Kevin Arquette is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Wealthpoint Financial Planning, Commonwealth Financial Network, and BB&T Investment Services, among others. He also engages in fixed insurance sales as part of his business activities. 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 wide range of advisory and brokerage services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Fort Mill, SC

LPL Financial

Blaine Shira is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes positions at Commonwealth Financial Network, Concurrent Advisors, Citrus Wealth Management, and Raymond James Financial Services. He is also the owner of Shira Financial, LLC, which facilitates securities, advisory, and insurance business. 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, with advice delivered primarily through 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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Beverly M

Series 66

Fort Mill, SC

LPL Financial

Beverly Mcbride is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and 20 years of industry experience. She has worked with several firms, including Commonwealth Financial Network and Triad Advisors, Inc. Outside of her advisory role, she owns Vinylmag, LLC, a social and entertainment blogging entity. 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 asset management solutions, utilizing both proprietary and third-party strategies across various asset classes.

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

Series 65

Fort Mill, SC

LPL Financial

Wesley Winston is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He joined LPL Financial in 2026 and has prior experience at Florida Financial Advisors and Ametek, as well as academic roles at Coastal Carolina and the University of Coastal Carolina. 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 through 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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Christopher W

CFP®, Series 63

Fort Mill, SC

LPL Financial

Christopher Walsh is a CFP®-designated financial advisor with 16 years of industry experience. He currently works at LPL Financial and has held prior roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, Wealth Wise Planning, and Keystone Financial Partners. Walsh also engages in fixed insurance sales as part of his business activities. 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, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Ian Stephens is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including John Hancock, Commonwealth Financial Network, Edward Jones, and Natixis Global Associates. Outside of his advisory work, he is a partner in RUNdays, a marathon training and run coaching business. 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 services including financial planning, model portfolio programs, third-party asset management, 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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Deborah M

Series 63, Series 65

Fort Mill, SC

LPL Financial

Deborah Mc Nulty is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Ally Invest Securities LLC, Linden Thomas & Company, Zeus Financial, and Nathan Hale Capital, LLC. 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, 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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