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Lacie W

Series 65, Series 63

Rock Hill, SC

LPL Financial

Lacie Witherspoon is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group for seven years. Outside of her advisory work, she is also active as a Mary Kay beauty consultant. 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 supported by proprietary research, third-party asset management, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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

Series 66

Rock Hill, SC

Edward Jones

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.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

Lee Christopher is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T, where he worked for over a decade. 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 broad network of investment adviser representatives. The firm offers diverse financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various asset classes.

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

CFA®, Series 63

Fort Mill, SC

LPL Financial

Thomas Shipp is a CFA charterholder with 11 years of experience in the financial industry. He has been with LPL Financial since 2017 and previously worked at BMO Capital Markets Corp. from 2014 to 2017. He holds the Series 63 license and is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Scott Mell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and BMO Harris Bank. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies across various asset classes.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Gregory Wilson is a financial advisor at LPL Financial with three 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 fine dining sectors. 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 and brokerage services, including financial planning and access to various institutional and third-party asset management platforms.

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

ChFC®, Series 63, Series 66

York, SC

Edward Jones

Robert Winkler is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Retired Founder/Business Owner Executive
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Genessis A

Series 63, Series 66

Fort Mill, SC

LPL Financial

Genessis Aviles is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors, JP Morgan Chase, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is the owner of Borboleta Cafe in Rock Hill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Corey M

Series 63, Series 65

Fort Mill, SC

LPL Financial

Corey Miller is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at LPL Financial since 2017, with a brief tenure at Merit Financial Group and the Householder Group. Miller also has a background at Virginia Tech, where he worked prior to entering advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

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

CFP®, Series 66

Rock Hill, SC

Edward Jones

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.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Business succession planning Founder/Business Owner
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Michael L

CFP®, Series 66

Fort Mill, SC

LPL Financial

Michael Lepore is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior roles include positions at Merrill, Robinhood Financial, Wells Fargo Clearing Services, and Bank of America. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 65

Fort Mill, SC

LPL Financial

James Flournoy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing Services and RHI, and spent four years at Elon University. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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

Series 66

Fort Mill, SC

LPL Financial

An Wetter is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial and affiliated entities since 2014, with prior experience at USAA Financial Planning Services, Raymond James & Associates, Mass Mutual Investors Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party management, 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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John P

Series 66

Fort Mill, SC

LPL Financial

John Powers is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience with SecuriPanes Windows and Doors, the Tampa Bay Buccaneers, and educational roles at the University of Florida and R.J. Reynolds High School. 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 wide range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by a large network of investment adviser representatives and extensive operational resources.

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

Series 65, Series 63

Fort Mill, SC

LPL Financial

Ryan Cessna is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group and held various other positions across multiple industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Jason G

Series 66

Fort Mill, SC

LPL Financial

Jason Gallimore is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. Prior to that, he was associated with Salem Glen Country Club and CUSO Financial Services, LP, as well as Allegacy Federal Credit Union. 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 and access to third-party asset managers, and supports its advisors with a variety of strategic and tactical investment options.

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

Series 66

Lake Wylie, SC

Edward Jones

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.

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

Series 63, Series 65

Rock Hill, SC

LPL Financial

Donald Paroda Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and managing his own firm, Donaldparoda Asset Management. He also operates Donald Paroda Wealth Management as a DBA for his LPL business. 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 variety of advisory and brokerage services, employing diverse investment strategies and leveraging technology tools to support its advisors.

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

CFP®, Series 63, Series 66

Rock Hill, SC

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Holly T

CFP®, Series 65, Series 63

Fort Mill, SC

LPL Financial

Holly Townsend is a CFP® professional affiliated with LPL Financial in Fort Mill, SC, with nine years of industry experience. Her career includes roles at UBS Financial Services, The Vanguard Group, Live Oak Bank, and the University of North Carolina Wilmington. Outside of financial advising, she is involved with Fora Travel Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and access to third-party asset management, supporting its network of over 22,800 advisors managing more than $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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