Adam Bohlen is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Financial Resources Group, Infinex Investments, Inc., and Ming Entertainment Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs and retirement plan consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Casey Hall is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked with LPL Financial for multiple periods, including from 2010 to 2024 and again starting in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven portfolio management options.

James Hudock is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior firms include Financial Resources Group and Investment Centers of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.