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Lisa M

Series 66

Tryon, NC

LPL Financial

Lisa Murphy is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial in 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

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

CFP®, Series 63, Series 65, Series 66

Tryon, NC

LPL Financial

Michael Ashworth is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a board member of the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trusts, and institutions. The firm offers comprehensive financial planning and investment solutions through a broad network of advisors utilizing various portfolio models, third-party asset management, and institutional platforms.

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

Series 66

Tryon, NC

LPL Financial

Katheryn Gordon is a Series 66 credentialed advisor with 10 years of industry experience, currently practicing at LPL Financial since 2020. She previously worked at Wells Fargo Clearing from 2016 to 2020. Gordon is also a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Tryon, NC

LPL Financial

Bryson Shook is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Hagerty Consulting, American Red Cross, City of Asheville, and Samaritan’s Purse. Outside of finance, Shook is the owner of Evernorth Marketing, a non-investment-related 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 broad range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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