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Cameron C

CFP®, Series 66

Pineville, NC

LPL Financial

Cameron Church is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. He has worked at Cambridge Investment Research Advisors and North Star Resource Group, among other firms. Outside of his advisory role, Church is involved in fitness as a part-time employee at a CrossFit facility and owns businesses focused on wealth management and tax planning. 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 model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cory M

Series 66

Pineville, NC

LPL Financial

Cory Mc Cleaf is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. Before joining LPL Financial in 2026, he was with Cambridge Investment Research, Inc. for one year. He is also involved with CrossFit Pineville, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive advisor tools and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel S

Series 66

Pineville, NC

LPL Financial

Daniel Szudzik is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2012 with a five-year period at Merrill in between. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining a large network of advisors with various investment options and operational support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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