Susan Haney is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations with 31 years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jordyn Hendry is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. They began their career at Edward Jones in 2025 and have experience working at several organizations including Justice For Girls and Trident Pool Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lee Christopher is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Investment Services and SunTrust Advisory Services, among other firms. 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 broad range of advisory programs and financial planning services, including discretionary and non-discretionary management with support from internal and third-party research.

Thomas Shipp is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He has been with LPL Financial since 2017 and previously worked at BMO Capital Markets Corp. from 2014 to 2017. He is based in Fort Mill, SC. 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 brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Scott Mell is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and BMO Harris Bank. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

Gregory Wilson is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial, he worked at The Vanguard Group and has experience in education and other sectors, including teaching at multiple middle schools and involvement with Study.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and third-party subadvisors.

Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Winkler is a ChFC® credentialed financial advisor with Edward Jones in York, SC, where he has worked since 2006. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Genessis Aviles is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2025, Aviles worked at Wells Fargo Clearing, JP Morgan Chase, and Wells Fargo Advisors. Outside of advisory work, Aviles is the owner of Borboleta Cafe in Rock Hill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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 diverse investment strategies.

Corey Miller is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes multiple roles at LPL Financial since 2017 and positions at Merit Financial Group, LLC, Householder Group, and Virginia Tech. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of strategic and tactical investment solutions.

Kyle Di Eduardo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, working out of Rock Hill, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches.

Michael Lepore is a CFP® professional affiliated with LPL Financial, with seven years of industry experience. His prior roles include positions at Merrill, Robinhood Markets, and Wells Fargo Clearing Services. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

James Flournoy is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and RHI, and spent four years at Elon University. 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 brokerage services with both discretionary and non-discretionary management options.

An Wetter is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2015 and also works with LPL Enterprise starting in 2024. Based in Fort Mill, SC, Wetter’s background is primarily within the LPL organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

John Powers is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked at SecuriPanes Windows and Doors and was affiliated with the Tampa Bay Buccaneers. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Ryan Cessna is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and various other firms. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jason Gallimore is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 license and has worked at LPL Financial since 2019. His prior roles include positions at Salem Glen Country Club, CUSO Financial Services, LP, and Allegacy Federal Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lyle Back is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Raymond James & Associates and previously spent 20 years at Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.