Holly Townsend is a financial advisor with LPL Financial in Fort Mill, SC, holding CFP®, Series 65, and Series 63 credentials and nine years of industry experience. Her prior roles include positions at UBS Financial Services, The Vanguard Group, Live Oak Bank, and the University of North Carolina Wilmington. She also has outside employment with Fora Travel Agency. 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 provides a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Jonathan Davis is a financial advisor with LPL Financial holding a Series 66 designation and one year of experience at the firm. 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 an SEC-registered investment adviser and broker-dealer serving individual clients, 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, financial planning, and retirement consulting alongside access to model portfolios and research from multiple sources.

Geoffrey Hodge is a financial advisor with LPL Financial who holds Series 65 and Series 66 licenses and has 21 years of industry experience. He has been with LPL Financial since 2010. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jacob Bump is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc., among other roles in diverse fields. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management options.

Cody Lamarque is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing Services LLC and RHI. 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 provides various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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 credentials and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from multiple sources and advanced portfolio management technologies.

Troy Jackson Jr. is a financial advisor with LPL Financial located in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Ameritas Investment Corp and Ameritas Life Insurance Corp. He also serves as Vice President in financial institution duties at South State Retirement Services. 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 broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Marc Harrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at UBS Financial Services and Wells Fargo Clearing Services. His background also includes roles at US Tech Solutions and multiple positions with Chick-fil-A. 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 and model portfolios.

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.

Cecilia Mc Queen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Mass Mutual Investors Services, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Benjamin Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is based in Fort Mill, South Carolina. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Morgan Hinchen is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Hinchen worked at Independent Advisor Alliance, LPL Financial LLC, and held various roles in financial and administrative positions. He also provides administrative support to Independent Advisor Alliance through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment managers.

Josh Haggard is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked for Edward Jones for seven years. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Mayank Patel is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Fort Mill, SC. 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.

Franklin Babylon is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior roles include positions at Wells Fargo Bank, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of COD Creative LLC, an investment-related business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a broad network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ahmed Martinez is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including UBS Financial Services, Empower Financial Services, and The Vanguard Group. LPL Financial serves 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, financial planning, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Nickolas Wilson is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group for a decade. Outside of advising, he has operated an ATM business. 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, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Benjamin Crotty is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms including Wells Fargo Clearing Services and Principal Securities. 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, utilizing model portfolios, research from multiple sources, and technology-driven strategies.

Bradford Ramsey is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney for seven years before joining LPL Financial in 2018. 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, providing both discretionary and non-discretionary management alongside research and diversified investment strategies.