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Bryan H

Series 66, Series 63

Fort Mill, SC

LPL Financial

Bryan Hickel is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His career includes roles at Commonwealth Financial Network, Bank of America, Merrill, Castle Pines Investment Management, and Wells Fargo Investments. He also operates Bryan Hickel Investment Management. 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 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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Angel R

Series 65, Series 63

Fort Mill, SC

LPL Financial

Angel Roseboro is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 63 licenses and 18 years of industry experience. Prior to joining LPL in 2026, Angel worked at Wells Fargo Clearing for nine years. Outside of financial advising, Angel owns a small business called Eyez Creations, focused on DIY projects, mask making, and t-shirt design, and also works as a designer for Pottery Barn. 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 large network of investment adviser representatives. The firm provides a broad 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 F

CFP®, Series 63, Series 65

Belmont, NC

Cambridge Investment Research Advisors

Michael Fayed is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. His prior experience includes roles at Summit Financial Group, Capital Guardian Wealth Management, and Raymond James Financial Services. He serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Jason W

Series 63, Series 66

Fort Mill, SC

LPL Financial

Jason Woloszyn is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at firms including Commonwealth Financial Network, Fisher Investments, Fidelity, and Wells Fargo Clearing. Woloszyn 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

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

Series 66

Clover, SC

Edward Jones

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Richard Gurz is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Commonwealth Financial Network from 2008 to 2026 and Ameriprise from 1998 to 2008. Outside of his advisory role, he owns Quantis Tax Services, LLC, which provides tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. Its platform includes financial planning, model portfolios, third-party asset management, and institutional programs, supported by a network of over 22,900 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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Gerald O

Series 66

Rock Hill, SC

LPL Financial

Gerald Owens Jr. is a financial advisor with LPL Financial in Rock Hill, South Carolina, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Capital Investment Advisory Services, Capital Investment Group, and VOYA Financial Advisors. Outside of his advisory work, he is involved in the resale business of antiques in Rock Hill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advisory representatives who employ various investment strategies and technology tools.

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

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Debra Mc Donald is a CFP®-designated financial advisor with 20 years of industry experience. She is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Tfc Financial, and Wingate Financial Group, Inc. 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, and institutional platforms, supporting advisors with advanced research and 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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Nathan V

Series 66

Fort Mill, SC

LPL Financial

Nathan Vanderford is a Series 66-licensed financial advisor with LPL Financial in Fort Mill, SC, and has 14 years of industry experience. He has been with LPL Financial since 2004 and has also been involved in catering events for Sea World in San Diego since 1998. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services delivered 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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Amos K

Series 66

Fort Mill, SC

LPL Financial

Amos Kendricks Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 14 years with the firm. He has five years of industry experience. 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 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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Jennifer S

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Jennifer Statler is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently affiliated with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Gale Investment Management, and Five Point Wealth Advisors. Statler has been involved with Chaparral Christian Church since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions, integrating multiple asset management strategies and advisor tools, and oversees over $819 billion in discretionary assets across 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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Susan H

Series 63, Series 66

Fort Mill, SC

LPL Financial

Susan Haney is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2016. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Guy T

CFP®, Series 63, Series 65

Fort Mill, SC

LPL Financial

Guy Tomase is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior experience includes roles at Commonwealth Financial Network, Holmes Investment Management, and Voya Retirement 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 range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using a variety of strategic, tactical, and customized approaches.

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

Series 66

Fort Mill, SC

LPL Financial

Christian Stout is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and bringing 24 years of industry experience. He is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance activities. His prior roles include positions at Commonwealth Financial Network, UBS Financial Services, and Morgan Stanley. 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 portfolio programs, and institutional platforms, supported by its extensive 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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Lacie W

Series 63, Series 65

Fort Mill, SC

LPL Financial

Lacie Witherspoon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at The Vanguard Group for seven years and has multiple years of self-employed advisory experience. Outside of financial advising, she is engaged 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, including financial planning, model portfolio programs, and institutional platforms, 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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Clint L

Series 66

Fort Mill, SC

LPL Financial

Clint Livingston 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, Grant Capital, and Edward Jones. Outside of finance, he spent over a decade with Palen Music Center. 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, 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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Geoffrey M

Series 63, Series 65

Fort Mill, SC

LPL Financial

Geoffrey Mccarthy Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Commonwealth Financial Network, and Peloton Wealth Management. He also has limited involvement in fixed insurance sales. 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, model portfolios, 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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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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