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.

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.

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.

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 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.

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.

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.

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.

Jonathan Davis is a financial advisor at LPL Financial with the Series 66 designation and one year of experience in the industry. His prior work includes roles at First Citizens Bank, Auburn University Veterinary Hospital, Academy Sports + Outdoors, Auburn University, and St. Anne-Pacelli Catholic School. 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 portfolio programs, third-party asset management, and institutional platforms.

Geoffrey Hodge is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2002 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jacob Bump is a Series 66-registered advisor with LPL Financial, based in Fort Mill, SC, and has two years of industry experience. Prior to joining LPL Financial in 2024, he worked at The Vanguard Group in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services through a large network of investment adviser representatives to individual and institutional clients. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and retirement plan services, supported by proprietary research and operational tools.

Cody Lamarque is a financial advisor at LPL Financial with five years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Wells Fargo Clearing Services LLC and RHI. 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 and access to model portfolios and third-party asset management, supported by a large network of over 22,800 advisors.

Christopher Knox is a financial advisor at Osaic Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Advisor Group, Inc. In addition to his advisory role, Knox works as a wholesaler of fixed annuity insurance with Highland Capital Brokerage, recruiting financial professionals and advising on retirement plan implementation. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage customized portfolios.

Xavier Tufty is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, Truist Investment Services, UBS Financial Services, and Banc of America Investment Services. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Troy Jackson Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at South State Bank, Ameritas Investment Corp, Lincoln Financial Distributors, StanCorp Investment Advisers, and Principal Financial Services. He also serves as Vice President of South State Retirement Services. 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, third-party asset management, and institutional platforms, supported by various operational and research tools.

Marc Harrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services and Wells Fargo Clearing Services. Before entering the financial industry, he held various roles at Chick-fil-A locations and other companies. 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 institutional platforms.

Johnathan Lowery is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation. Lowery also operates Lowery Financial Group, where he offers various insurance products including accident, disability, and long-term care insurance. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Brenda Ingli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Thrivent Financial, RBC Capital Markets, and EFS Advisors. 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, model portfolios, third-party asset management, and institutional platforms.

Cecilia Mc Queen is a financial advisor with LPL Financial based in Fort Mill, South Carolina. She holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing Services, Mass Mutual Investors Services, and MetLife Securities. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a network of investment adviser representatives.