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Travis J

Series 66

Fort Mill, SC

LPL Financial

Travis Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network and Edward Jones. Jensen is also the owner of Jensen Complete Wealth, LLC, an advisory and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors 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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Gabriel G

Series 66

Fort Mill, SC

LPL Financial

Gabriel Gagliardo is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked in various roles at companies including XPO Logistics and Mecklenburg EMS Agency. 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 through 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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Neil L

CFP®, Series 65

Fort Mill, SC

LPL Financial

Neil Larson is a CFP® with four years of industry experience, currently affiliated with LPL Financial and Wheeler Associates. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network and spent eight years with Kolar Automotive Group. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, 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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Karen J

CFP®, Series 66

Fort Mill, SC

LPL Financial

Karen Jerabek is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial. She previously worked at Edward Jones and Commonwealth Financial Network and owns Harbor Blue Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

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

Series 65

Fort Mill, SC

LPL Financial

Mark Manetta is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 65 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and National Planning Corporation for nine years. He has also been associated with Iannuzzi Manetta & Co., Inc. since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by various proprietary and third-party resources.

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

Series 66

Fort Mill, SC

LPL Financial

Christine Raines is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and Hornor, Townsend & Kent, LLC for one year. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for her securities and insurance 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers through 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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Matthew F

Series 65, Series 63

Fort Mill, SC

LPL Financial

Matthew Fuerst is a financial advisor with LPL Financial holding Series 65 and Series 63 credentials. He has recently begun his career in the industry, with experience starting in 2026. His prior work includes roles at TIAA-CREF Individual & Institutional Services and the USDA Natural Resource Conservation Service, among others. 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 portfolio programs, and institutional platforms, supported by a network of over 22,900 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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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 credentials and five years of industry experience. His prior experience includes roles at Carillon Fund Distributors, Prudential Annuities Distributors, Prudential Insurance Company of America, and Trinity College. 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 portfolio management services supported by both proprietary and third-party strategies, serving a network of over 22,800 advisors and overseeing 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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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 experience at CarMax and FedEx Express. 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, and institutional platforms, supported by technology tools and oversight of over $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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Cynthia S

Series 66

Fort Mill, SC

LPL Financial

Cynthia Sherrill is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. She previously worked at Commonwealth Financial Network for three years and has been associated with Sherrill, Blake & Harrison CPA PA since 2010. 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.

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

Series 66

Fort Mill, SC

LPL Financial

Collin Proehl is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Commonwealth Financial Network for nine years and spent one year at UMass Amherst. 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, and institutional platforms, supported by a large network of over 22,900 advisors.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Chad Ary is a financial advisor at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 licenses. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering 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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Jeremy P

Series 66

Fort Mill, SC

LPL Financial

Jeremy Peterson is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 7 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he is a co-owner and designer for a clothing 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 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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Michael O

Series 66

Fort Mill, SC

LPL Financial

Michael Owens is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. His prior roles include a decade at Edward Jones and positions at Commonwealth Financial Network and Coastline Complete Wealth. He owns Sandlapper Wealth Advisory LLC, a private entity facilitating securities, advisory, and insurance business. 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 range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

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

Series 66

Fort Mill, SC

LPL Financial

Jennifer Griffin is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. She has worked with LPL Financial since 2017 and previously spent eight years at Cetera Wealth Services, LLC. Outside of her advisory role, she serves as a notary and is involved with Independent Advisor Alliance, an independent investment advisory firm. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with a range of discretionary and non-discretionary investment strategies.

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

Series 66

Fort Mill, SC

LPL Enterprise

Vanessa Striegel is a financial advisor at LPL Enterprise with 11 years of industry experience and holds the Series 66 designation. She worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Enterprise in 2024. Outside of her advisory role, she owns a pet and home care business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
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Christopher B

CFP®, Series 63

Fort Mill, SC

LPL Financial

Christopher Baker is a financial advisor with LPL Financial and holds the CFP® designation and Series 63 license. He has 34 years of industry experience, including roles at Commonwealth Financial Network, Transamerica Financial Advisors, and as co-owner, CEO, and treasurer of Oaktree Financial Advisors, which provides securities, advisory, insurance, and tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions through 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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Elliott H

CFP®, Series 63

Fort Mill, SC

LPL Financial

Elliott Hill Jennings is a CFP® certificant with nine years of experience in the financial industry. He has worked at LPL Financial since 2019 and previously spent three years at The Vanguard Group, Inc. Jennings is based in Fort Mill, South Carolina. 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 portfolios, and institutional platforms, employing a variety of investment strategies 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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Aaron H

Series 65

Fort Mill, SC

LPL Financial

Aaron Hausman is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Stout Asset Management, Commonwealth Financial Network, and various positions outside finance, including Prime Therapeutics and Ragnar Events. 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 range of advisory services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and advanced 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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Maurilio B

Series 66

Fort Mill, SC

LPL Financial

Maurilio Ballines is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Wells Fargo, Lowe's Companies Inc, and UNC Charlotte. 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 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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