William Simpson is a financial advisor with LPL Financial in Rock Hill, SC, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved in real estate and investment advisory roles at Southern Commercial Real Estate LLC, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. Simpson is also engaged in tax preparation and accounting services through W. Frank Simpson LLC affiliated with Brittany Ayers, CPA, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios, research, and technology-driven investment solutions.

Gerald Owens Jr. is a Series 66 licensed financial advisor with 15 years of industry experience. He currently practices at LPL Financial, where he has worked since 2021. Prior to joining LPL, he was affiliated with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Owens is also involved in an entrepreneurial venture related to the resale of antiques. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting, utilizing a variety of model portfolios and research resources.

Kate Ferguson is a financial advisor with LPL Financial in Rock Hill, SC. She holds the Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. For activities outside of investment advising, she is a licensed notary in South Carolina. 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 variety of advisory programs, financial planning, and retirement plan consulting, using research and model portfolios from LPL Research and third-party subadvisors.

Don Ferguson Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with LPL Financial since 2021 and previously was affiliated with Capital Investment Advisory Services, Capital Investment Group, and has operated Ferguson Financial, LLC since 2008. Ferguson Financial offers services related to life, fixed, and immediate annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.