Edward Flannery is a financial advisor with LPL Financial in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, and Mass Mutual Investors Services. He is also involved as an insurance agent selling life, health, and accident policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Marilyn Allen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes prior roles at Bank of America, Merrill, and Scarborough Capital Management. She is also involved with Atlantic Wealth Management Group, LLC in connection with her LPL business. 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, and institutional platforms, supported by a network of over 22,800 advisors.

Julie Saunders is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to joining LPL, she worked at Premier Wealth Partners, Georgia United Credit Union, and held various roles including at Forsyth County Government and the University of North Georgia. She is also a commissioned notary in Summerville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad array of affiliated financial activities.

Gene Potes is a financial advisor with LPL Financial in Summerville, SC, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Premier Wealth Partners, Sallyport Global, and Merrill. Outside of his advisory work, he is associated with GAP Enterprise LLC, a business entity used for tax and investment purposes. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.