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Gabriel P

Series 63, Series 65

Irmo, SC

LPL Financial

Gabriel Penfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Waddell & Reed and Relational Wealth Management, and has been involved in entrepreneurial ventures including co-founding Parking Lot Medic LLC and Tribal Coffee Company LLC. Penfield also serves as a board member for the Irmo Town Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, 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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Michael C

Series 63, Series 66, Series 65

Irmo, SC

LPL Financial

Michael Copeland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Gabriel Penfield, Waddell & Reed, Inc., The O.N. Equity Sales Company, Ohio National Financial Services, and National Planning Corporation. Outside of his financial career, he has served as a soccer referee since 2012 and is a member of the South Carolina Youth Soccer Association. 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, supported by a large network of advisors and an extensive suite of 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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Edward W

Series 66

Irmo, SC

LPL Financial

Edward Wells is a financial advisor with LPL Financial in Irmo, South Carolina, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Waddell & Reed. Outside of his advisory work, he is the owner of JS Promotions LLC, a business unrelated to 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 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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