Donald Hartsoe is a financial advisor at Edward Jones in Belmont, North Carolina, with 26 years of experience at the firm and credentials including Series 63 and Series 66. He is also an elder at Clover Presbyterian Church in Clover, South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Paul Panuccio is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2014. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across its programs.

Sandi Mc Carter is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2022. She has three years of industry experience, including roles at Procar and as a self-employed professional. Mc Carter serves as a board member for both the Stowe Point Homeowners Association and the Rotary Club of Gastonia. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers comprehensive advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Shannon Ostinelli is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2017, she worked at TIAA-CREF from 2013 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Neeraj Arya is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at 230FA LLC and Ironstate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jaime Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 12 years of industry experience. Prior to joining LPL Financial, Jaime spent 10 years at The Vanguard Group, Inc. He is based in Fort Mill, South Carolina. 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, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Brooke Taylor is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 65 designation and has one year of industry experience. Prior to joining LPL Financial, Brooke worked in roles at Fleet Feet, Unilever, FoodWare, Berkadia, Equitable Advisors, and Project Destined. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Christopher Stevens is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2016 to 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jennifer Kasbek is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2008. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Hamilton is a financial advisor at LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation with 10 years of industry experience. He has been with LPL Financial since 2014. 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 financial planning, advisory programs, and retirement plan consulting services, utilizing a combination of discretionary and non-discretionary management supported by research and model portfolios.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Alexander Youth Network. Outside of financial advising, he serves as a Range Safety Officer and is involved in firearm sales at Point Blank Range. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Regions Bank, Cetera Investment Services, and BB&T in various capacities. Outside of her advisory role, she is a partial owner of Felts Family Limited Partnership, a real estate rental business. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory work, he has served as a server at Selwyn Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Ryan O'Connor is a Certified Financial Planner (CFP®) with seven years of industry experience. He currently serves as a financial advisor at LPL Financial and previously worked at Ameriprise, The Vanguard Group, and Wolters Kluwer. 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 and retirement plan consulting, using both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Justin Robinson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Principal Life Insurance and Principal Securities from 2022 to 2024. His background also includes a variety of roles outside finance, such as positions at Uber and Madewell Concrete. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research and various portfolio options.

Julia Fleming is a financial advisor at LPL Financial with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group, Inc. for two years. Outside of finance, she has experience with the Mystic Seaport Museum and academic community engagement roles at Siena College. LPL Financial serves a broad client base including 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, leveraging both discretionary and non-discretionary management supported by research and diversified investment strategies.

Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 to 2024 before joining LPL Enterprise in 2024. Outside of her advisory work, she is the owner of Gem Jewel MFG, LLC, a non-investment-related business. 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, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Kadeem Griffith is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen, TIAA, and J.P. Morgan Chase. Outside of advising, he is also a commissioned notary. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Matthew Abramo is a CFP® with three years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at several firms including Campas Legacy Planning, Inc., Woodbury Financial Services, and the University of Texas, Austin. Outside of his advisory role, he manages Twin States Property Group LLC, a real estate investment entity. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a variety of investment platforms and third-party solutions to construct portfolios tailored to clients’ risk tolerance and investment goals.

Steven Cataldo is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. His background includes roles in higher education at Winthrop University and the College of Charleston, as well as positions in hospitality and fitness. 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 broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.