Daniel Gilmore is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Financial in Fort Mill, SC, having previously worked at Commonwealth Financial Network, Granite Telecommunications, and State Street Corporation. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Cecilia Mc Queen is a financial advisor with LPL Financial based in Fort Mill, South Carolina. She holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing Services, Mass Mutual Investors Services, and MetLife Securities. 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 portfolio management solutions, supported by a network of investment adviser representatives.

Matthew Chapman is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Commonwealth Financial Network for nine years and Norton Financial Services for one year. Outside of advising, he has participated as a focus panel member for Proctor & Gamble's Gillette Razor. 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.

Brian Sullivan is a CFP® and ChFC® with 41 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Mutual of America, Merrill, and other firms. His career includes extensive roles in financial advisory and planning. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities Inc. since 2018, Fraser has been with LPL Financial 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 financial planning, asset management access, and institutional platforms, combining a broad advisory platform with substantial non-advisory financial services and oversight of over $819 billion in discretionary assets.

John Grimes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Retirement Wealth Advisors Inc., and Nicholas Financial, where he has worked since 1998. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Samuel Byrd is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Pathfinder Wealth Consulting, Commonwealth Financial Network, and Live Oak Bank, among other roles. Byrd 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 other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Alexa Glanzel is a financial advisor with LPL Financial, holding a Series 65 credential and two years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Weller Group LLC, as well as employment outside of finance at DiBella's Old Fashioned Submarines and in education at Wayne Central School District and University of Rochester. 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 services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Kaidin Phelan is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Commonwealth Financial Network and co-manages Swensen, Phelan and Associates. He spent three years involved with the Legacy of the Plains Museum. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Carl Hefflefinger is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial. He previously worked at Commonwealth Financial Network for 24 years and Acorn Financial, LLC for nine years. He also has involvement in fixed insurance sales covering various life and disability products. 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 its extensive network of investment adviser representatives.

Mayank Patel is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America before joining LPL. Patel 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 other institutions. The firm provides a broad range of advisory and brokerage services supported by various investment strategies and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Franklin Babylon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Grove Point Advisors, Wells Fargo Bank, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of COD Creative LLC, a business based in Indian Trail, NC. 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 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, supported by advanced operational and research tools.

Ahmed Martinez is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, The Vanguard Group, and TIAA-CREF. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Nickolas Wilson is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group for 10 years. Outside of advisory work, he managed a podcast called The Knight Light from 2021 to 2022. 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, using various investment strategies supported by advisor-facing technology.

Dillon Gonzalez is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Commonwealth Financial Network for 11 years before joining LPL Financial in 2026. 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, and supports advisors with advanced operational and research tools.

Donald Click is a CFP® with 44 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked for Commonwealth Financial Network for over two decades and owns DM Management, a holding company for sports tickets. He also manages fixed insurance sales and mineral rights leasing activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions through a large network of representatives using both proprietary and third-party model portfolios.

Peter Konapitsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Brighthouse Securities, Metlife Investors Distribution Company, and several real estate-related ventures. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Crotty is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining LPL Financial in 2024, he worked at Wells Fargo Clearing Services and several other firms across financial services and related industries. 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, including model portfolios, third-party asset management, and institutional platforms.

Melissa Gallagher is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for Commonwealth Financial Network for 10 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,900 advisors and more than $819 billion in discretionary assets.

Sean Mcandrew is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 16 years of industry experience. He previously worked with Commonwealth Financial Network and is a co-owner of I&M Wealth Advisors, a private entity focused on 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 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.