Crystal Markovitz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Her prior work includes nearly a decade at WELLS FARGO Advisors, LLC, followed by two years at Wells Fargo Clearing before joining LPL Financial in 2018. 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 research-driven tools and diverse investment strategies.

Frederick Ingold is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Foresters Financial Services and Foresters Advisory Services LLC for a combined 33 years before joining LPL Financial in 2018. 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, with advice and account management provided primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

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 with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at T. Rowe Price from 2017 to 2026 and has held roles at Towson University and Target Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including customized strategies and third-party asset management, supported by extensive operational and research tools.

Paul Panuccio is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Shannon Ostinelli is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her career includes roles at Merrill, UBS Financial Services, TIAA-CREF, and Tiaa prior to joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jordan Hernandez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, Hernandez has a minority ownership interest in Untamed Waters Brewing, LLC, a brewery and brewpub in Fort Mill, South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Neeraj Arya is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at 230FA LLC, Ironstate, and Merrill. He has been with LPL Financial since 2018. 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 advanced operational and research tools.

Jaime Walker is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group, Inc. for 10 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology tools for operational and research purposes.

Brooke Taylor is a financial advisor at LPL Financial with a Series 65 credential. Brooke has experience in various roles including at Fleet Feet, Unilever, and Equitable Advisors, and has been with LPL Financial since 2025. Brooke’s background includes education at UC Berkeley and work prior to the advisory industry. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Christopher Stevens is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Kasbek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She has been with LPL Financial since 2008, following a prior role at Wells Fargo Clearing. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ryan Hamilton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 credential. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual and has been involved in roles outside finance, including serving as a range safety officer and firearm sales associate at Point Blank Range. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, with a focus on customizable financial planning and multiple investment strategies.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Regions Bank, Cetera Investment Services, and BB&T in various roles spanning from 2008 to 2023. Outside of her advisory work, she has ownership in a family real estate investment partnership. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has held various positions including serving as a server at Selwyn Pub. 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.

Ryan O'Connor is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Ameriprise, The Vanguard Group, and Wolters Kluwer, as well as a position at the University of South Carolina. 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 management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Justin Robinson is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 63 and Series 66 designations and has three years of industry experience. Prior to joining LPL Financial, he worked at Principal Life Insurance and Principal Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports its advisors with proprietary research and operational tools.

Julia Fleming is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at The Vanguard Group and has held roles related to academic and museum institutions. 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 and access to third-party asset management, utilizing various investment strategies and advisor support tools.

Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Prior to joining LPL Enterprise in 2024, Adams worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 through 2024. Outside of finance, Adams is the owner of Gem Jewel MFG, LLC, a jewelry manufacturing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and various financial planning services.