Kent Cullinane is a financial advisor at LPL Financial with six years of industry experience and holds the Series 66 designation. His prior roles include positions at Dunham & Associates Investment Counsel, TP ICAP, Barclays, and Abel Noser Solutions. 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 offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Victoria Swanson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 27 years of experience in the financial services industry, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she has been involved in a remodeling business for over two decades. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

Amanda Shives is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Merrill, Bank of America, Western Governors University, Speedway Motorsports, Inc., and Gaston College. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationwide with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

David Steele is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, with prior roles at Wells Fargo and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

James Tuttle is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios, third-party research, and advanced portfolio management technologies.

Archie Garner Jr. is a CFP® professional with four years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at The Vanguard Group and running Archie's Lakeshore Bakery. LPL Financial is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and portfolio management solutions supported by proprietary and third-party research.

Reginald Mccall is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include 12 years at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he works as a tax associate with H&R Block. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Gregory Judge is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining LPL Financial in 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Hadden Gsell is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Food Lion and Top Mops. 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, retirement consulting, and brokerage services, supported by in-house and third-party research and model portfolios.

Kathryn Hodge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2019 and previously was employed at Wells Fargo Clearing from 2014 to 2021. Prior to her financial career, she spent one year at Ann Taylor Loft. 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 provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology solutions across discretionary and non-discretionary management approaches.

Vijayalakshmi Soundararajan is a financial advisor at Merrill with Series 66 accreditation and one year of industry experience. She has worked at Merrill since 2022 and previously was employed at Bank of America, N.A. from 2024 to the present. Outside of finance, she has been involved in yoga-related businesses, including Solar You Yoga and Be Yoga. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, pension plans, and charitable organizations.

Isabella Clark is a financial advisor with LPL Financial based in Fort Mill, SC. She holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Principal Life Insurance Co and Principal Securities Inc, and has experience outside finance including roles at Tractor Supply and in education at Winthrop University and White Oak High School. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Amy Wurthmann is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at Mood Media/Muzak and Apple One. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hicham Benothmane is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he works part-time as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Casey Hall is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked with LPL Financial for multiple periods, including from 2010 to 2024 and again starting in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven portfolio management options.

Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Securities from 2008 to 2023. Outside of advising, Fletcher operates as an independent insurance agent through Fletcher Capital LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Crystal Markovitz is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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, retirement plan consulting, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management options.

Joshua White is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors, Inc. and affiliated firms since 2016. Based in Gastonia, NC, he has a decade of continuous service within the Raymond James network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Mann is a financial advisor with Cambridge Investment Research Advisors in Fort Mill, SC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Lincoln Financial Securities for seven years before joining Cambridge in 2019. Mann is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a network of independent financial professionals. The firm offers a range of services, including financial planning, investment management, and retirement plan advisory, with investment implementation tailored to client objectives across multiple platforms and custodians.

Kyle Stricker is a financial advisor at LPL Financial with six years of industry experience. He previously worked at T. Rowe Price from 2017 to 2026 and has held roles at Towson University and Target Corporation. He holds the Series 63 and Series 66 designations. 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 research, and technologies such as machine learning.