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Michael R

Series 66

Fort Mill, SC

LPL Financial

Michael Robbins is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jackson Z

Series 66

Fort Mill, SC

LPL Financial

Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Power Home Remodeling Group and has a background that includes roles at various firms and organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Paul H

Series 65

Fort Mill, SC

LPL Financial

Paul Hurlburt is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Wells Fargo Investment Institute for four years and Wells Fargo Wealth & Investment Management for four years. 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 range of advisory programs and financial planning services supported by research, model portfolios, and multiple management strategies.

College savings (529s, UTMA, etc.)
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Christopher G

Series 63, Series 65, Series 66

Fort Mill, SC

LPL Financial

Christopher Grubb is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2008 and has also been with Uvest Investment Services since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Gabriel G

Series 66

Fort Mill, SC

LPL Financial

Gabriel Gagliardo is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles across several industries including logistics, emergency medical services, and retail. 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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William J

Series 63, Series 66

Fort Mill, SC

LPL Financial

William Johnson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial, he worked at W&S Life and W&S Brokerage, and has a background that includes roles at Fastenal and Lincoln County EMS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Richard F

Series 63, Series 65

Fort Mill, SC

LPL Financial

Richard Freckleton is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc. and Prudential Insurance Company of America. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management options.

College savings (529s, UTMA, etc.)
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David P

Series 66

Fort Mill, SC

LPL Financial

David Peay is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history with CarMax, FedEx Express, and Synchrony Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Chad A

Series 63, Series 66

Fort Mill, SC

LPL Financial

Chad Ary is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jeremy P

Series 66

Fort Mill, SC

LPL Financial

Jeremy Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he is a co-owner and designer for a clothing business. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Jennifer G

Series 66

Fort Mill, SC

LPL Financial

Jennifer Griffin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 24 years of industry experience. She has been with LPL Financial since 2017 and was previously affiliated with Independent Advisor Alliance, LLC. In addition to her advisory work, she is a commissioned notary and has administrative involvement with Independent Advisor Alliance and CG Turf Management LLC. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Vanessa S

Series 66

Fort Mill, SC

LPL Enterprise

Vanessa Striegel is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Cambridge Investment Research, Inc. In addition to her advisory role, she owns a pet and home care business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Elliott H

CFP®, Series 63

Fort Mill, SC

LPL Financial

Elliott Hill Jennings is a CFP® credentialed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at The Vanguard Group and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Maurilio B

Series 66

Fort Mill, SC

LPL Financial

Maurilio Ballines is a financial advisor with LPL Financial, holding a Series 66 designation. He has five years of industry experience, including prior roles at Wells Fargo and Lowe's Companies Inc., and spent three years at UNC Charlotte. Maurilio is based in Fort Mill, SC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Angel R

Series 63, Series 65

Fort Mill, SC

LPL Financial

Angel Roseboro is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and 17 years of industry experience. Prior to joining LPL Financial in 2026, Angel worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, Angel is a notary public and operates a small business called Eyez Creations, which focuses on DIY projects, mask making, and T-shirt design, as well as working as a designer at Pottery Barn. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Michael F

CFP®, Series 63, Series 65

Belmont, NC

Cambridge Investment Research Advisors

Michael Fayed is a CFP® professional with 27 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Summit Financial Group. Fayed serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Cassia R

Series 66

Clover, SC

Edward Jones

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gerald O

Series 66

Rock Hill, SC

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Nathan V

Series 66

Fort Mill, SC

LPL Financial

Nathan Vanderford is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2004 and has worked with Sea World in a non-investment capacity related to catering events since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Amos K

Series 66

Fort Mill, SC

LPL Financial

Amos Kendricks Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. He has been with LPL Financial for 14 years. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
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