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Kirby H

Series 66

Fort Mill, SC

LPL Financial

Kirby Horan Adams is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2006 and has been associated with Fortigent, LLC since 2015. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.

College savings (529s, UTMA, etc.)
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Justin R

Series 63, Series 66

Fort Mill, SC

LPL Financial

Justin Romero is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2015 to 2023. He is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Alberta A

Series 66

Fort Mill, SC

LPL Financial

Alberta Ashwood is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She previously worked at Abacus Group LLC for four years before joining LPL Financial. 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, financial planning, and retirement consulting services supported by model portfolios, research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Leigh S

Series 66

Fort Mill, SC

LPL Financial

Leigh Szeman is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, Leigh worked in various roles including positions at Sunbelt Rentals, Lowe’s Home Improvement, and Zap Consulting. Outside of finance, Leigh is involved with Best Impressions Catering, a food and beverage service business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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Katrina B

Series 66

Fort Mill, SC

LPL Financial

Katrina Bamford is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, she worked for Rosauers Supermarkets for 20 years. 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 brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Joshua C

Series 66

Fort Mill, SC

LPL Financial

Joshua Cline is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at the South Carolina Department of Archives and History and the University of South Carolina Department of Housing. He is also the owner of Airrington Domestic LLC, a home-based business unrelated to investments. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management and utilizes model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jeffrey H

Series 63, Series 65

Fort Mill, SC

LPL Financial

Jeffrey Holden is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Osaic Wealth as well as earlier roles with LPL Financial. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Jaquam M

Series 66

Fort Mill, SC

LPL Financial

Jaquam Morris is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior positions include roles at PFM Asset Management, The Vanguard Group, Fidelity, Bank of America, Merrill, and Wells Fargo. He is based in Fort Mill, South Carolina. 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 discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Seth C

Series 65, Series 63

Fort Mill, SC

LPL Financial

Seth Condon is a financial advisor at LPL Financial with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group. Outside of his advisory work, he is involved with Sebo's Painting & Art LLC, a home-based 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, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Ryan B

Series 66

Lake Wylie, SC

Edward Jones

Ryan Brockington is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Robert O

Series 66

Fort Mill, SC

LPL Financial

Robert Oh is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following six years at American Funds Service 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Blaine A

CFP®, Series 66

Fort Mill, SC

LPL Financial

Blaine Andreadis is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with LPL Financial and previously worked at UBS Financial Services Inc. and Compliance.ai. His background also includes a role at Gray's Outer Banks Lifestyle Clothing Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
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James B

Series 63, Series 65

Fort Mill, SC

LPL Financial

James Boswell is a financial advisor at LPL Financial with 20 years of industry experience. He has held roles at LPL Financial since 2016 and previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services. He holds Series 63 and Series 65 licenses. 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 a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
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Suzi L

Series 63, Series 66

Fort Mill, SC

LPL Financial

Suzi Lederer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent six years at Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large 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.

College savings (529s, UTMA, etc.)
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Jason B

Series 63, Series 66

Fort Mill, SC

LPL Financial

Jason Bryson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include various positions at Bankers Life and its affiliated entities from 2006 to 2023. 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 through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kate F

Series 66

Rock Hill, SC

LPL Financial

Kate Ferguson is a financial advisor with LPL Financial in Rock Hill, SC. She holds the Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. For activities outside of investment advising, she is a licensed notary in South Carolina. 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 variety of advisory programs, financial planning, and retirement plan consulting, using research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Michael C

Series 63, Series 65

Fort Mill, SC

LPL Financial

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA-CREF, Nuveen, UBS Financial Services, and Target Corporation. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Wesley S

Series 63, Series 65

Fort Mill, SC

LPL Financial

Wesley Stringfield is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with LPL Financial since 2016. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Olasupo O

CFA®

Fort Mill, SC

LPL Financial

Olasupo Oniyilo is a CFA® charterholder with two years of industry experience. He is currently with LPL Financial and previously worked at United Community Bank, Page Capital, and AXA Mansard Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 discretionary and non-discretionary management, supported by research and a variety of portfolio strategies.

College savings (529s, UTMA, etc.)
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Taylor F

Series 66

Clover, SC

Thrivent Investment Management

Taylor Flanagan is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Charles Beatty, in addition to prior experience outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive goal-based planning across various financial topics without discretionary portfolio management.

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