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.

Parker Touma is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, his background includes roles at Transylvania University, Baird, and involvement with entities such as Museum Bees and Hunting Creek Country Club. 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 and technology tools for research and operations.

Shannon Munton is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. It 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.

Lisa Sorrentino is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Scott & Stringfellow, LLC and BB&T Investment Services, Inc. Additionally, she has outside employment as a part-time seasonal associate at TJMaxx. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad suite of operational and research tools.

Ryan Christenson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Mass Mutual Investors Services and MSI Financial Services. Outside of finance, he was involved with the YMCA of Greater Charlotte for three years. 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 advanced research tools and a broad network of over 22,800 advisors.

Emilie Nisbet is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2013 and previously spent two years at Ameriprise. Outside of her advisory role, Nisbet is an independent wine consultant. 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 and access to model portfolios, using a combination of proprietary research and third-party asset managers.

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.

James Norris is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a wide range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Marcus Decker is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2018, with prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he has a minority interest in Florida VIP Medical, a family business. 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, third-party asset management access, and institutional platforms.

Salvatore Vero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at LPL Financial since 2015 and was previously with Merrill in 2015. 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 advisers. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented via discretionary or non-discretionary authority.

Steven Dungey is a financial advisor with Primerica Advisors in Rock Hill, SC, holding Series 63 and Series 65 licenses and with nine years of industry experience. His prior work includes roles at Cemex, IHCScott, and Foundations Church. Outside of his advisory role, he has entrepreneurial experience related to Rub A Dub Grub. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers advisory services through model-based recommendations managed by unaffiliated asset managers.

Alexander Witten is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at The Vanguard Group and Alarca Realty. He has been involved with Providence Baptist Church for over a decade. 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 advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools for research and operations.

Brian Marsee is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has 16 years of industry experience, including over a decade with LPL Financial. 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, third-party asset management, participant-level retirement advice, and institutional platforms.

Duy Nguy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with LPL Financial since 2004. 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, third-party asset management, and institutional platforms, supporting advisors with various tools and investment options.

Nicholas Quigley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. He studied at the University of North Carolina from 2016 to 2020. 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 access, and institutional platforms, supported by a large network of advisors and various operational tools.

Kevin Harvel is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 65 and Series 63 licenses and has 21 years of industry experience. His prior roles include positions at Securities America Advisors, Mass Mutual Investors Services, and Signator Investors, Inc. 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 extensive advisor tools and a broad array of financial products.

Chad Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His work history includes roles at LPL Financial, TD Private Client Wealth, TD Bank, FINRA, Raymond James Financial, and T. Rowe Price Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

Daniel Cruse is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63, 65, and 66 licenses. He has 27 years of industry experience, including previous roles at Wells Fargo Clearing and Fifth Third Securities. He has been with LPL Financial since 2009. 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.

Kristin Rossell is a financial advisor with Ameriprise in Fort Mill, SC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2010 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Jason Freeman is a financial advisor with LPL Financial in Rock Hill, South Carolina, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Before joining LPL Financial in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2021, and Edward Jones from 2009 to 2014. 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 investment solutions, utilizing model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.