Aaron Gore is a financial advisor with LPL Financial based in Mount Pleasant, SC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and Voya Financial Advisors. He is also involved with Wordsworth Mgmt Group Inc., a business entity he has managed since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mary Davey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Ameriprise, Clawson and Staubes, The Keynote Group, and First Citizens Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Paul Callander is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors. He is also involved in non-variable insurance sales as an outside business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.