David Conley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has previously worked at Nationwide Securities, LLC for 11 years before joining LPL Financial in 2019. In addition to his advisory role, Conley manages a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.

Andrew Rabon is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he worked at Lima One Capital LLC and was involved with The Greenery of Charleston LLC. His earlier career includes roles in education at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High School. 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 consulting services, utilizing model portfolios and research from both internal and third-party sources.