Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

600 advisors near
29710

Out of 400,000+ nationwide

user avatar
firm logo

Christopher M

Series 63, Series 65

Ft Mill, SC

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Luis M

Series 66

Rock Hill, SC

Edward Jones

Luis Martinez is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working six years with the Citrus County Sheriff Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management ESG / Sustainable investing Educators, Teachers, and Academics Founder/Business Owner Religious/faith focused Values-based investing
user avatar
firm logo

Parker T

Series 66

Fort Mill, SC

LPL Financial

Parker Touma is an advisor at LPL Financial with a Series 66 credential and approximately one year of industry experience. His background includes roles at Transylvania University, Baird, and Andrew Kromer CPA and Sarah Kromer Attorney. He has also been involved with Hunting Creek Country Club and Kentucky Country Day School. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Shannon M

Series 66, Series 63

Fort Mill, SC

LPL Financial

Shannon Munton is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 consulting, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Lisa S

Series 63, Series 65

Fort Mill, SC

LPL Financial

Lisa Sorrentino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she works part-time as a seasonal associate at TJMaxx. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Ryan C

Series 63, Series 66

Fort Mill, SC

LPL Financial

Ryan Christenson is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MSI Financial Services, as well as work at the YMCA of Greater Charlotte. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Emilie N

Series 66, Series 65

Fort Mill, SC

LPL Financial

Emilie Nisbet 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. She has been with LPL Financial since 2013. Outside of her advisory role, she works as an independent wine consultant through WineShop at Home. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

John S

CFP®, Series 63

Rock Hill, SC

Cetera

John Sloop Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at LPL Financial and Independent Advisor Alliance, with ongoing business activities including serving as a notary public in Rock Hill, SC. He also operates several business entities related to investment and financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Salvatore V

Series 63, Series 65

Fort Mill, SC

LPL Financial

Salvatore Vero is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2015. 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 consulting, utilizing both discretionary and nondiscretionary management with access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Amelia H

Series 63, Series 66

Gastonia, NC

LPL Financial

Amelia Harmon is a financial advisor with LPL Financial in Gastonia, NC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at LPL Financial since 2012, with additional experience at PNC Investments and Investacorp Advisory Services. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by various model portfolios and research resources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Brian M

Series 66

Fort Mill, SC

LPL Financial

Brian Marsee is a Series 66 credentialed financial advisor with 16 years of industry experience, currently serving clients at LPL Financial since 2014. He is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Duy N

Series 63, Series 65

Fort Mill, SC

LPL Financial

Duy Nguy is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and three years of industry experience. He has been associated with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and various institutional services.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Nicholas Q

Series 63, Series 65

Fort Mill, SC

LPL Financial

Nicholas Quigley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. 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, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Andrea B

Series 63, Series 66

Belmont, NC

LPL Enterprise

Andrea Buschur is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she owns See Joy Enterprises of NC, a business distributing Italian Water Ice. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with other financial products and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Chad M

Series 63, Series 66

Fort Mill, SC

LPL Financial

Chad Miller is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with TD Private Client Wealth LLC, TD Bank N.A., and FINRA. 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 offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Daniel C

Series 63, Series 65, Series 66

Fort Mill, SC

LPL Financial

Daniel Cruse is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, Series 65, and Series 66 licenses. He has 27 years of industry experience, including 17 years with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Madison M

Series 66

Fort Mill, SC

LPL Financial

Madison Melle is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Madison held various roles including positions at the University of Mississippi and West Michigan Credit Union. 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 provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

David R

Series 63, Series 65, Series 66

Belmont, NC

Cetera

David Renko is a financial advisor at Cetera with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Raymond James Financial Services, Morgan Stanley, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments as a part owner in rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management options, financial planning, and access to various third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Michael S

Series 65, Series 63

Fort Mill, SC

LPL Financial

Michael Sweeney is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Tradier Brokerage, The Vanguard Group, and has held various roles outside the financial sector. 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 advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management tools.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Christian P

Series 63, Series 66

Fort Mill, SC

LPL Financial

Christian Perangelo is a financial advisor with LPL Financial in Fort Mill, SC. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining LPL Financial in 2023, he worked at The Vanguard Group from 2021 to 2023 and held various roles at Liberty University between 2014 and 2021. 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 broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research, model portfolios, and various technologies.

College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")