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Justin H

Series 63, Series 66

Fort Mill, SC

LPL Financial

Justin Haynes Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He previously worked at Uvest Financial Services Group, Inc. from 2007 to 2011. 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 variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing 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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Quinn S

Series 63, Series 66

Fort Mill, SC

LPL Financial

Quinn Semling is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2018, Quinn worked for three years at Pearlz Oyster Bar. 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 advisors 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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Edwin P

Series 66, Series 63

Fort Mill, SC

LPL Financial

Edwin Parra is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Clearing Services LLC for five years and has experience with firms including RHI and Carolina Placement, Inc. 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, and institutional platforms, supported by a large network of advisors 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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Matthew M

CFP®, Series 63, Series 66

Fort Mill, SC

LPL Financial

Matthew Murphy is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Eagle Strategies, and Commonwealth Financial Network. He is also the owner of Benetas Wealth, LLC, a private entity involved in 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 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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Mathew C

Series 66

Fort Mill, SC

LPL Financial

Mathew Cremeans is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, including over a decade at Edward Jones and roles at Commonwealth Financial Network and Coastline Complete Wealth. He is also the owner of Lowcountry Wealth Group, LLC, a private entity facilitating 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technologies such as machine learning for research and operational support.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Gregory Merrill is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Northwestern Mutual. Merrill is also a member and owner of MAM-GSM, LLC, a private entity established to receive income from familial assets. 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 financial planning and investment management services, including access to model portfolios, third-party subadvisors, 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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Brooke H

Series 66

Fort Mill, SC

LPL Financial

Brooke Henry is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Her prior roles include positions at Commonwealth Financial Network and Guided Path Financial. Outside of her advisory work, she operates a tutoring business for high school students called Brooke Henry College Prep. 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 model portfolio programs, supported by technology tools and a broad 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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Matthew B

Series 63, Series 66

Fort Mill, SC

LPL Financial

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial, as well as roles at Ameriprise Financial Services, TIAA-CREF, and Cetera Investment Services. 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, and institutional platforms, supported by extensive research 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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Michael R

Series 66

Fort Mill, SC

LPL Financial

Michael Robbins is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with LPL Financial since 2007, following prior roles at Invest Financial Corporation and Gunnallen Financial, Inc. He is based in Fort Mill, South Carolina. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves 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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Daniel O

Series 66

Fort Mill, SC

LPL Financial

Daniel Ortiz is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience and has previously worked with Commonwealth Financial Network, Merrill, and other firms. Ortiz also serves as a Boatswain Mate Reservist in the United States Coast Guard Reserve. 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 through a large network of advisors, offering 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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Jared K

Series 63, Series 65

Fort Mill, SC

LPL Financial

Jared Kremer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including FSB Premier Wealth Management and Avantax Advisory Services. Kremer is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a broad 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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Jackson Z

Series 66

Fort Mill, SC

LPL Financial

Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2024, he worked in various roles including positions at Power Home Remodeling Group and Rocky Ridge Golf Club. 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 access to model portfolios, 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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Paul H

Series 65

Fort Mill, SC

LPL Financial

Paul Hurlburt is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Investment Institute from 2019 to 2023 and Wells Fargo Wealth & Investment Management from 2015 to 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 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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Daniel C

Series 65

Fort Mill, SC

LPL Financial

Daniel Croll is a Series 65 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network, Keenan Financial, and ESL Federal Credit Union. Outside of finance, he has been involved with Irondequoit Beer Company. 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 strategic and tactical 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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Christopher G

Series 63, Series 65, Series 66

Fort Mill, SC

LPL Financial

Christopher Grubb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2008 and has been associated with Uvest Investment Services since 1998. 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 large 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, utilizing both discretionary and non-discretionary strategies supported by 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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Michael F

Series 65

Fort Mill, SC

LPL Financial

Michael Feltz is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2023. His prior experience includes roles at Commonwealth Financial Network, Northwestern Mutual, and Oaktree Financial Advisors Inc. Outside of finance, he has worked in diverse settings including as a DJ and in logistics. 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 both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

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

Series 66

Fort Mill, SC

LPL Financial

Travis Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network and Edward Jones. Jensen is also the owner of Jensen Complete Wealth, LLC, an advisory and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing 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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Gabriel G

Series 66

Fort Mill, SC

LPL Financial

Gabriel Gagliardo is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked in various roles at companies including XPO Logistics and Mecklenburg EMS Agency. 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 management solutions through 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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Neil L

CFP®, Series 65

Fort Mill, SC

LPL Financial

Neil Larson is a CFP® with four years of industry experience, currently affiliated with LPL Financial and Wheeler Associates. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network and spent eight years with Kolar Automotive Group. 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, 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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Karen J

CFP®, Series 66

Fort Mill, SC

LPL Financial

Karen Jerabek is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial. She previously worked at Edward Jones and Commonwealth Financial Network and owns Harbor Blue Financial, 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 through a broad range of advisory and brokerage services.

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