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.

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.

Benjamin Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities Inc. since 2018, Fraser has been with LPL Financial based in Fort Mill, SC. 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, asset management access, and institutional platforms, combining a broad advisory platform with substantial non-advisory financial services and oversight of over $819 billion in discretionary assets.

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.

Mayank Patel is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America before joining LPL. Patel is based in Fort Mill, SC. 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 a broad range of advisory and brokerage services supported by various investment strategies and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Franklin Babylon is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Wells Fargo Bank, Mass Mutual Investors Services, and MetLife Securities. In addition to his advisory work, he is the owner of COD Creative LLC. 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 portfolios, third-party asset management, and institutional platforms.

Ahmed Martinez is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including UBS Financial Services, The Vanguard Group, and TIAA-CREF. Martinez is based in Fort Mill, SC. 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 technological tools for operational and research purposes.

Nickolas Wilson is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group for 10 years. Outside of advisory work, he managed a podcast called The Knight Light from 2021 to 2022. 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, using various investment strategies supported by advisor-facing technology.

Peter Konapitsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Brighthouse Securities, Metlife Investors Distribution Company, and several real estate-related ventures. 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 large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Crotty is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining LPL Financial in 2024, he worked at Wells Fargo Clearing Services and several other firms across financial services and related industries. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Bradford Ramsey is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for seven years before joining LPL Financial in 2018. He is based in Fort Mill, SC. 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 model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Christopher Mc Alister is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also maintains roles as an independent insurance agent and owner of small business ventures, including eBay sales and a partner in Catapult Industries. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers various portfolio management options and utilizes both proprietary and third-party strategies, with institutional features such as advisor transition programs and compliance processes.